UPPER ARLINGTON COMMUNITY FOUNDATI… - Form 990 Financial Data

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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

2007

Legal Domicile

Principal Officer

E ANN GABRIEL

Phone

6144510700

Tax Period

2025-01-01 to 2025-12-31

UPPER ARLINGTON COMMUNITY FOUNDATION, founded in 2007, is a community nonprofit in the Community Improvement sector that reported $2.2M in total revenue in fiscal year 2025. The organization ran a surplus of $881K, a strong 40% operating margin.

Mission

THE UPPER ARLINGTON COMMUNITY FOUNDATION IS A HOME FOR PHILANTHROPY IN UPPER ARLINGTON THAT LEADS EFFORTS TO CONNECT OUR COMMUNITY AROUND BIG IDEAS AND PROJECTS, ENHANCES OUR LOCAL NONPROFITS, AND BUILDS COMMUNITY LEADERS. OUR GRANTS SUPPORT THE HEALTH AND WELLNESS, SAFETY, AND BELONGING OF OUR NEIGHBORS, STRENGTHEN ARTS AND CULTURE, AND BEAUTIFY OUR PUBLIC SPACES.

Program Service Accomplishments

Program 1

Expenses: $44,682

VARIOUS COMMUNITY IMPROVEMENT PROJECTS

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,972,358

Program Service Revenue $0

Investment Income $115,075

Other Revenue $122,694

TOTAL REVENUE $2,210,127

Expense Breakdown

Grants Paid $1,017,864

Salaries & Benefits $218,827

Fundraising Expenses $1,009

Program Expenses $1,291,945

Other Expenses $92,001

TOTAL EXPENSES $1,328,692

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,210,127	$2,055,780	+0.1%
Expenses	$1,328,692	$1,683,836	-0.2%
Net Income	$881,435	$371,944	+1.4%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE AQUILINA	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD BRITTON	EX-OFFICIO	0.00	Officer Director	$0	$0	$0
CHRISTINE FREYTAG	VICE CHAIR	3.00	Officer Director	$0	$0	$0
E ANN GABRIEL	TREASURER	3.00	Officer Director	$0	$0	$0
CHERYL GODARD	BOARD MEMBER	1.00	Director	$0	$0	$0
WENDY GOMEZ	SECRETARY	3.00	Officer Director	$0	$0	$0
JENNIFER GRIFFITH	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN HOUTS	BOARD MEMBER	1.00	Director	$0	$0	$0
UKEME AWAKESSIEN JETER	EX-OFFICIO	0.00	Officer Director	$0	$0	$0
MATT KIRBY	BOARD MEMBER	1.00	Director	$0	$0	$0
NANETTE LACUESTA-KIMMEL	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL MARTZ	IMMEDIATE PA	3.00	Officer Director	$0	$0	$0
JOHN MCHUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
STACY MCINTIRE	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG OVERMYER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURE SCHOEDINGER	CHAIR	3.00	Officer Director	$0	$0	$0
STEVE SCHOENY	EX-OFFICIO	0.00	Officer 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	$2,210,127	$1,328,692	$5,975,354	$881,435
2024	No data	No data	No data	No data
2023	$3,171,364	$5,394,795	$4,531,871	$-2,223,431
2022	$2,524,750	$465,108	$6,666,824	$2,059,642
2021	$2,859,387	$265,953	$4,682,959	$2,593,434
2020	$1,220,016	$460,467	$1,959,971	$759,549
2019	$887,269	$455,622	$1,185,903	$431,647
2018	$432,787	$443,747	$707,064	$-10,960

UPPER ARLINGTON COMMUNITY FOUNDATION