UPPER ARLINGTON COMMUNITY FOUNDATION (EIN 205860971) - 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

2007

Legal Domicile

Principal Officer

E ANN GABRIEL

Tax Period

2023-01-01 to 2023-12-31

UPPER ARLINGTON COMMUNITY FOUNDATION, founded in 2007, is a community nonprofit in the Community Improvement sector that reported $3.2M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $5.4M exceeded revenue, resulting in a 70% operating deficit.

Mission

THE UPPER ARLINGTON COMMUNITY FOUNDATION IS INSPIRED BY DEEP ROOTED TRADITIONS. THE UACF INVESTS IN OUR COMMUNITY BY ENHANCING THE QUALITY OF LIFE THROUGH PHILANTHROPIC ACTIVITIES TO CREATE A STRONGER AND ENDURING IMPACT. WE SERVE TO GAIN KNOWLEDGE OF THE NEEDS AND PRIORITIES OF OUR COMMUNITY AND TO CONVENE, ENGAGE AND ALIGN DONORS AND COMMUNITY PARTNERS TO INVEST IN UPPER ARLINGTON, HAVING THE MOST EFFECTIVE IMPACT POSSIBLE.

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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 $2,986,256

Program Service Revenue $0

Investment Income $73,452

Other Revenue $111,656

TOTAL REVENUE $3,171,364

Expense Breakdown

Grants Paid $5,135,535

Salaries & Benefits $166,317

Fundraising Expenses $19,840

Program Expenses $5,326,070

Other Expenses $92,943

TOTAL EXPENSES $5,394,795

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,171,364	$2,524,750	+0.3%
Expenses	$5,394,795	$465,108	+10.6%
Net Income	$-2,223,431	$2,059,642	-2.1%

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
JEFF BACKES	BOARD MEMBER	1.00	Director	$0	$0	$0
YANITZA BRONGWERS-MARRERO	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT R DUNN	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE FITZPATRICK	PRESIDENT	1.00	Officer Director	$0	$0	$0
E ANN GABRIEL	TREASURER	5.00	Officer Director	$0	$0	$0
WENDY GOMEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
W GREGORY GUY	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN D HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAYTON HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE MARTZ	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JODI PATTON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGIE PIZZUTI	PAST PRESIDE	N/A	Director	$0	$0	$0
MARK RICKETTS	BOARD MEMBER	N/A	Director	$0	$0	$0
CATHERINE STRAUSS	SECRETARY	1.00	Officer Director	$0	$0	$0
LORI WENGERD	BOARD MEMBER	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
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