UNION CITY COMMUNITY FOUNDATION (EIN 251672243) - 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

2006

Legal Domicile

Principal Officer

KAREN BILOWITH

Phone

8144540843

Tax Period

2024-01-01 to 2024-12-31

UNION CITY COMMUNITY FOUNDATION, founded in 2006, is a small nonprofit that reported $498K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $147K, a strong 29% operating margin.

Mission

PUBLIC CHARITY COMMUNITY FOUNDATION

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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 $72,644

Program Service Revenue $0

Investment Income $425,678

Other Revenue $0

TOTAL REVENUE $498,322

Expense Breakdown

Grants Paid $232,377

Salaries & Benefits $0

Fundraising Expenses $4,987

Program Expenses $296,868

Other Expenses $119,023

TOTAL EXPENSES $351,400

Year-over-Year Comparison

	2024	2023	Change
Revenue	$498,322	$381,367	+0.3%
Expenses	$351,400	$360,292	0.0%
Net Income	$146,922	$21,075	+6.0%

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

Employees

N/A

Volunteers

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

$403,541

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN JONES	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KYLE BLAKESLEE	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
DIANE BOWES	SECRETARY	1.00	Officer Director	$0	$0	$0
CINDY WELLS	TRUSTEE	1.00	Director	$0	$0	$0
ROGELIO ALLANIGUE MD	TRUSTEE	1.00	Director	$0	$0	$0
PAT BURGESS	TRUSTEE	1.00	Director	$0	$0	$0
DARRELL COOPER	TRUSTEE	1.00	Director	$0	$0	$0
KAREN SURKALA	TRUSTEE	1.00	Director	$0	$0	$0
RONALD JONES	TRUSTEE	1.00	Director	$0	$0	$0
MARK WEBB	IMMEDIATE PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
SHAWN GROSS	TREASURER	1.00	Officer Director	$0	$0	$0
NATALIE WILMOTH	TRUSTEE	1.00	Director	$0	$0	$0
JIM SHREVE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER CLARK	TRUSTEE	1.00	Director	$0	$0	$0
NORM TROYER	TRUSTEE (EMERITUS - NON VO	1.00	Director	$0	$0	$0
MATT BENNETT	TRUSTEE	1.00	Director	$0	$0	$0
LARRY OBERT	TRUSTEE	1.00	Director	$0	$0	$0
KAREN BILOWITH	PRESIDENT	1.00	Officer	$0	$29,816	$322,041
SUZANNE HAUBER	CFO	1.00	Officer	$0	$4,590	$81,500
BARBARA SAMBROAK	FORMER CFO	1.00		$0	$11,615	$135,568

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	$498,322	$351,400	$6,992,083	$146,922
2023	$381,367	$360,292	$6,633,054	$21,075
2022	$319,814	$327,439	$5,996,836	$-7,625
2021	$1,632,200	$384,315	$7,147,123	$1,247,885
2020	$354,783	$176,158	$5,508,757	$178,625
2019	$282,020	$228,847	$4,909,365	$53,173
2018	$1,151,442	$159,167	$4,221,143	$992,275

UNION CITY COMMUNITY FOUNDATION