United Probation Officers Association Welfare Fund (EIN 136271748) - 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

1974

Legal Domicile

Principal Officer

DALVANIE K POWELL

Phone

2122261069

Tax Period

2024-07-01 to 2025-06-30

United Probation Officers Association Welfare Fund, founded in 1974, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 13% surplus.

Mission

TO PROVIDE SUPPLEMENTAL HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,060,848

Investment Income $90,080

Other Revenue $395,302

TOTAL REVENUE $1,546,230

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,635

Fundraising Expenses $0

Other Expenses $245,753

TOTAL EXPENSES $1,350,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,546,230	$1,382,138	+0.1%
Expenses	$1,350,150	$1,340,315	+0.0%
Net Income	$196,080	$41,823	+3.7%

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

Employees

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

$135,821

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DALVANIE K POWELL	Trustee	39.00	Director	$0	$0	$93,000
GAIL SEALEY	Trustee	1.00	Director	$0	$0	$22,821
JAMES GREEN	Trustee	1.00	Director	$0	$0	$20,000
KIM SANCHEZ	Trustee	1.00	Director	$0	$0	$0
PAUL LEONE	Trustee	1.00	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
2025	$1,546,230	$1,350,150	$4,423,001	$196,080
2024	$1,382,138	$1,340,315	$4,260,490	$41,823
2023	$1,474,379	$1,166,687	$4,280,638	$307,692
2022	$1,547,886	$1,480,010	$3,568,322	$67,876
2021	$1,620,415	$1,381,062	$3,398,181	$239,353
2020	$1,889,453	$1,377,710	$3,096,639	$511,743
2019	$1,881,721	$1,433,373	$2,599,598	$448,348
2018	$1,644,362	$1,474,730	$2,212,284	$169,632

United Probation Officers Association Welfare Fund