UNITED LIVERPOOL FACULTY ASSOCIATION (EIN 237365735) - 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

1973

Legal Domicile

Principal Officer

RICHARD FUNNELL

Phone

3154513663

Tax Period

2024-07-01 to 2025-06-30

UNITED LIVERPOOL FACULTY ASSOCIATION, founded in 1973, is a small nonprofit that reported $827K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $755K left a modest 9% surplus.

Mission

UNION RELATED ACTIVITIES

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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 $824,987

Investment Income $2,101

Other Revenue $0

TOTAL REVENUE $827,088

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,915

Fundraising Expenses $0

Other Expenses $668,671

TOTAL EXPENSES $754,586

Year-over-Year Comparison

	2024	2023	Change
Revenue	$827,088	$733,640	+0.1%
Expenses	$754,586	$716,588	+0.1%
Net Income	$72,502	$17,052	+3.3%

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

$39,324

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN CHRISTOPHER	Vice President	10.00	Officer	$11,619	$0	$11,619
RICHARD FUNNELL	President	25.00	Officer	$9,700	$0	$9,700
KATE GREEN	Vice President	10.00	Officer	$5,500	$0	$5,500
KATY CALELLA	SecretaryTreasurer	10.00	Officer	$5,000	$0	$5,000
EMMA SCHENEMAN	Vice President	10.00	Officer	$4,005	$0	$4,005
VALERIE MANZO	Vice President	10.00	Officer	$3,500	$0	$3,500

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	$827,088	$754,586	$439,874	$72,502
2024	$733,640	$716,588	$368,353	$17,052
2023	$735,602	$701,478	$351,301	$34,124
2022	$682,496	$710,721	$317,177	$-28,225
2021	$695,599	$692,310	$353,351	$3,289
2020	$634,624	$658,858	$350,062	$-24,234
2019	$648,700	$663,027	$374,298	$-14,327
2018	$687,103	$693,912	$388,862	$-6,809

UNITED LIVERPOOL FACULTY ASSOCIATION