UNION COUNTY GIFT FOUNDATION (EIN 260350286) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

TRACI DUTCHOVER

Phone

8708628223

Tax Period

2024-10-01 to 2025-09-30

UNION COUNTY GIFT FOUNDATION, founded in 2007, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $78K in total revenue in fiscal year 2017. Net assets of $1.4M represent 223 months of operating reserves.

Mission

MANAGING THE HISTORIC MCKINNEY/O'CONNOR HOME ON BEHALF OF UNION COUNTY COMMUNITY FOUNDATION, INC.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $93,000

Program Service Revenue $0

Investment Income $1,042

Other Revenue $3,750

TOTAL REVENUE $97,792

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $211,347

Other Expenses $211,347

TOTAL EXPENSES $211,347

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,792	$171,793	-0.4%
Expenses	$211,347	$125,113	+0.7%
Net Income	$-113,555	$46,680	-3.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN HADLEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
TRACI DUTCHOVER	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
MARY GUTHRIE	SECRETARY	1.00	Officer Director	$0	$0	$0
NIC DOUGAN	TREASURER	1.00	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	$97,792	$211,347	$1,072,474	$-113,555
2024	$171,793	$125,113	$1,186,029	$46,680
2023	$11,364	$121,952	$1,139,379	$-110,588
2022	$84,056	$123,459	$1,269,094	$-39,403
2021	$90,214	$127,074	$1,289,342	$-36,860
2020	$77,589	$158,714	$1,338,424	$-81,125
2019	$84,593	$118,882	$1,414,508	$-34,289
2018	$77,500	$84,946	$1,442,660	$-7,446

UNION COUNTY GIFT FOUNDATION