UB ASSOCIATES INC (EIN 161559460) - 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

1998

Legal Domicile

Principal Officer

ALLISON BRASHEAR MD

Phone

7168884701

Tax Period

2023-01-01 to 2023-12-31

UB ASSOCIATES INC, founded in 1998, is a mid-sized nonprofit in the Education sector that reported $11.4M in total revenue in fiscal year 2023.

Mission

PROVIDE ADMINISTRATIVE SUPPORT TO THE JACOBS SCHOOL OF MEDICINE AT THE STATE UNIVERSITY OF NEW YORK AT BUFFALO AND THE FACULTY PRACTICE CORPORATIONS AFFILIATED WITH THE MEDICAL SCHOOL.

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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 $0

Program Service Revenue $11,199,797

Investment Income $234,792

Other Revenue $1,575

TOTAL REVENUE $11,436,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,000,027

Fundraising Expenses $0

Program Expenses $10,726,300

Other Expenses $9,288,336

TOTAL EXPENSES $11,288,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,436,164	$10,811,590	+0.1%
Expenses	$11,288,363	$10,662,396	+0.1%
Net Income	$147,801	$149,194	0.0%

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

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

$243,025

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON BRASHEAR MD	CEO/PRESIDENT/CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JOHN TOMASZEWSKI MD	TREASURER	1.00	Officer Director	$0	$0	$0
LESLIE BISSON MD	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREA MANYON MD	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ROBERT MCCORMACK MD	DIRECTOR	1.00	Director	$0	$0	$0
SARAH BERGA MD	DIRECTOR	1.00	Director	$0	$0	$0
GIL WOLFE MD	DIRECTOR	1.00	Director	$0	$0	$0
ELAD LEVY MD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MILETICH MD	DIRECTOR	1.00	Director	$0	$0	$0
JAMES REYNOLDS MD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SHERRIS MD	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH PEARSEN MD	DIRECTOR	1.00	Director	$0	$0	$0
KENT CHEVLI MD	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN SCHWAITZBERG MD	DIRECTOR	1.00	Director	$0	$0	$0
SATISH TRIPATHI MD	DIRECTOR	1.00	Director	$0	$0	$0
NADER NADER MD	DIRECTOR	1.00	Director	$0	$0	$0
RAPHAEL BLOCHLE	DIRECTOR	1.00	Director	$0	$0	$0
STACEY WATT MD	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN MURRAY MD	DIRECTOR	1.00	Director	$0	$0	$0
ANNE MARIE REYNOLDS MD	DIRECTOR	1.00	Director	$0	$0	$0
BETH SMITH MD	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN GIBBONS MD	EXECUTIVE DIRECTOR	18.75	Officer	$225,000	$18,025	$243,025

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	$11,436,164	$11,288,363	$61,762,539	$147,801
2022	$10,811,590	$10,662,396	$65,214,328	$149,194
2021	$9,705,784	$10,013,099	$9,112,520	$-307,315
2020	$10,790,585	$10,469,815	$9,681,428	$320,770
2019	$10,566,481	$10,663,821	$10,424,306	$-97,340
2018	$11,534,460	$10,675,093	$12,042,479	$859,367

UB ASSOCIATES INC