UNITED PRESBYTERIAN & REFORMED ADULT MINISTRIES INC (EIN 113209574) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

DAVID OBRIEN

Tax Period

2023-01-01 to 2023-12-31

UNITED PRESBYTERIAN & REFORMED ADULT MINISTRIES INC, founded in 1994, is a mid-sized nonprofit in the Human Services sector that reported $10.7M in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $32,424

Program Service Revenue $10,641,753

Investment Income $45,059

Other Revenue $0

TOTAL REVENUE $10,719,236

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,897,360

Fundraising Expenses $0

Program Expenses $6,690,824

Other Expenses $6,113,931

TOTAL EXPENSES $11,011,291

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,719,236	$8,035,602	+0.3%
Expenses	$11,011,291	$10,319,765	+0.1%
Net Income	$-292,055	$-2,284,163	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

100

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$539,714

Total Directors

Key Employees

$141,144

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV DOUGLAS KURTZ	PRESIDENT	40.0	Officer	$259,486	$0	$259,486
NANCY ROJAS	VICE PRESIDENT OF MARKETING	40.0	Officer	$141,209	$0	$141,209
DAVID BARR	VICE PRESIDENT OF OPERATIONS	40.0	Key Emp	$141,144	$0	$141,144
DAVID O BRIEN	CONTROLLER/VICE PRESIDENT	40.0	Officer	$139,019	$0	$139,019
JANET ALLEN	CHAIRPERSON	1.0	Director	$0	$0	$0
ANNIE LEE PHILIPS	BOARD MEMBER	1.0	Director	$0	$0	$0
JAMES BARNUM	BOARD MEMBER	1.0	Director	$0	$0	$0
DAVID KIPIN	BOARD MEMBER	1.0	Director	$0	$0	$0
FREDERICK DR SAMPSON	BOARD MEMBER	1.0	Director	$0	$0	$0
JILL SCHAEFFER	BOARD MEMBER	1.0	Director	$0	$0	$0
MARIANNE TOMECEK	BOARD MEMBER	1.0	Director	$0	$0	$0
NANCY GESSNER	BOARD MEMBER	1.0	Director	$0	$0	$0
REV YOUNG NA	BOARD MEMBER	1.0	Director	$0	$0	$0
AMOS MO	BOARD MEMBER	1.0	Director	$0	$0	$0
RUSS ROTH	BOARD MEMBER	1.0	Director	$0	$0	$0
MARVA JENKINS	BOARD MEMBER	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$10,719,236	$11,011,291	$12,277,615	$-292,055
2022	$8,035,602	$10,319,765	$13,300,345	$-2,284,163
2021	$9,913,948	$9,348,284	$13,773,181	$565,664
2020	$9,240,647	$10,360,507	$9,820,499	$-1,119,860
2019	$10,887,108	$10,407,980	$10,201,772	$479,128
2018	$10,117,343	$10,379,084	$9,565,408	$-261,741

UNITED PRESBYTERIAN & REFORMED ADULT MINISTRIES INC