UFA WIDOWS AND CHILDREN'S FUND (EIN 133047544) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

ANDREW ANSBRO

Phone

2126834832

Tax Period

2023-08-01 to 2024-07-31

UFA WIDOWS AND CHILDREN'S FUND, founded in 1980, is a small nonprofit that reported $998K in total revenue in fiscal year 2023. Revenue surged 196% from the prior year, signaling strong growth momentum. The organization ran a surplus of $734K, a strong 74% operating margin.

Mission

TO COLLECT CONTRIBUTIONS ON BEHALF OF DECEASED MEMBERS.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $164,744

Program Service Revenue $0

Investment Income $833,321

Other Revenue $0

TOTAL REVENUE $998,065

Expense Breakdown

Grants Paid $131,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $204,625

Other Expenses $133,262

TOTAL EXPENSES $264,262

Year-over-Year Comparison

	2023	2022	Change
Revenue	$998,065	$337,284	+2.0%
Expenses	$264,262	$382,377	-0.3%
Net Income	$733,803	$-45,093	-17.3%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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

Total Directors

$828,315

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW ANSBRO	DIRECTOR	1.00	Director	$0	$3,333	$169,904
ROBERT EUSTACE	DIRECTOR	1.00	Director	$0	$4,333	$88,460
ERIC DIOGUARDI	DIRECTOR	1.00	Director	$0	$0	$31,576
CHRISTOPHER VIOLA	DIRECTOR	1.00	Director	$0	$3,750	$72,234
MICHAEL SCHREIBER	DIRECTOR	1.00	Director	$0	$5,000	$72,591
DOUGLAS CARROLL	DIRECTOR	1.00	Director	$0	$3,333	$62,489
MARC DORE	DIRECTOR	1.00	Director	$0	$0	$22,103
PATRICK FINEGAN	DIRECTOR	1.00	Director	$0	$0	$22,268
DENNIS TVETER	DIRECTOR	1.00	Director	$0	$3,333	$62,672
ROBERT UNGER	DIRECTOR	1.00	Director	$0	$0	$0
VINCENT SPECIALE	DIRECTOR - PAST	1.00	Director	$0	$3,333	$55,794
EDWARD BROWN	DIRECTOR - PAST	1.00	Director	$0	$3,333	$55,770
ERIC BISCHOFF	DIRECTOR - PAST	1.00	Director	$0	$5,000	$72,342
WILLIAM GRECO	DIRECTOR - PAST	1.00	Director	$0	$3,333	$40,112

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	$998,065	$264,262	$14,900,394	$733,803
2023	$337,284	$382,377	$13,599,294	$-45,093
2022	$1,988,308	$485,731	$13,260,849	$1,502,577
2021	$1,126,447	$296,171	$14,478,941	$830,276
2020	$567,497	$558,143	$11,839,448	$9,354
2019	$613,155	$570,097	$11,713,584	$43,058
2018	$665,643	$629,762	$11,751,340	$35,881

UFA WIDOWS AND CHILDREN'S FUND