United Probation Officers Association Retirement Welfare Fund (EIN 136741458) - 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 Retirement Welfare Fund, founded in 1974, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $217K, a strong 19% operating margin.

Mission

To provide supplemental health AND OTHER benefits to covered 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 $880,785

Investment Income $33,913

Other Revenue $228,310

TOTAL REVENUE $1,143,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $199,456

TOTAL EXPENSES $926,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,143,008	$874,070	+0.3%
Expenses	$926,433	$848,623	+0.1%
Net Income	$216,575	$25,447	+7.5%

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

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

$135,821

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DALVANIE K POWELL	Trustee	6.00	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
PAUL LEONE	Trustee	1.00	Director	$0	$0	$0
WILLIAM COACHMAN	Trustee	1.00	Director	$0	$0	$0
ELAINE BROOKINS-SUTTON	Trustee	1.00	Director	$0	$0	$0
KIM SANCHEZ	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	$1,143,008	$926,433	$2,121,150	$216,575
2024	$874,070	$848,623	$2,063,698	$25,447
2023	$841,825	$827,927	$1,941,984	$13,898
2022	$858,877	$790,482	$1,734,209	$68,395
2021	$832,992	$689,385	$1,691,670	$143,607
2020	$878,700	$645,824	$1,579,443	$232,876
2019	$832,135	$721,505	$1,375,664	$110,630
2018	$778,142	$772,428	$1,334,713	$5,714

United Probation Officers Association Retirement Welfare Fund