UNITED DISABILITIES SERVICES FOUNDATION (EIN 260504792) - 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

JUDY NAYLOR

Phone

7173971841

Tax Period

2024-07-01 to 2025-06-30

UNITED DISABILITIES SERVICES FOUNDATION, founded in 2007, is a community nonprofit in the Health Care sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $822K, a strong 51% operating margin.

Mission

RAISES FUNDS IN SUPPORT OF THE MISSION OF UNITED DISABILITIES SERVICES FOUNDATION, UNITED DISABILITIES DIRECT SERVICES, AND AFFILIATE COMPANIES, WHICH HELPS TO ENHANCE THE INDEPENDENCE AND ENRICH THE LIVES OF INDIVIDUALS WITH PHYSICAL AND AGE RELATED DISABILITIES, THUS ENHANCING THEIR ABILITIES AND CHANGING LIVES.

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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 $596,080

Program Service Revenue $0

Investment Income $620,986

Other Revenue $401,438

TOTAL REVENUE $1,618,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $796,132

Other Expenses $796,132

TOTAL EXPENSES $796,132

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,618,504	$1,147,059	+0.4%
Expenses	$796,132	$661,021	+0.2%
Net Income	$822,372	$486,038	+0.7%

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

$852,840

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE CALLAHAN	CHAIR	0.50	Officer Director	$0	$0	$0
MATTHEW K PFEIFFENBERGER	VICE-CHAIR	0.50	Officer Director	$0	$0	$0
RHONDA ULRICH	SECRETARY	0.50	Officer Director	$0	$0	$0
ROBERT WALTER	TREASURER	0.50	Officer Director	$0	$0	$0
DANA HANCHIN	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN HANCOCK	DIRECTOR	0.50	Director	$0	$0	$0
KIMBERLY LYONS	DIRECTOR	0.50	Director	$0	$0	$0
EDWARD SCHOENBERGER	DIRECTOR	0.50	Director	$0	$0	$0
JOHN SHAND	DIRECTOR	0.50	Director	$0	$0	$0
DALE WEAVER	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM KEPNER	CEO	4.00	Officer	$0	$9,808	$324,575
ELIZABETH BRENNAN	CFO	4.00	Officer	$0	$6,769	$238,631
JUDY NAYLOR	COO	2.00	Officer	$0	$29,028	$289,634
NANCY MCCORMICK	VP MARKETING & BUS DEV	11.00	Highest	$0	$13,853	$191,866
DEBRA SCHEIDT	HCBS EXEC DIRECTOR	1.00	Highest	$0	$13,623	$183,993
ROBIN ULRICH	HR DIRECTOR	4.00	Highest	$0	$13,703	$159,378
ERIK LOFGREN	IT DIRECTOR	4.00	Highest	$0	$5,059	$162,962
MASON SMELTZER	SVP PROGRAM OPERATIONS	0.00	Highest	$0	$11,341	$134,010

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	$1,618,504	$796,132	$16,890,594	$822,372
2024	$1,147,059	$661,021	$14,665,372	$486,038
2023	$860,861	$583,558	$13,149,199	$277,303
2022	$1,976,247	$508,551	$9,428,355	$1,467,696
2021	$1,933,600	$481,607	$9,892,122	$1,451,993
2020	$686,591	$437,527	$6,824,674	$249,064
2019	$1,353,015	$405,884	$6,337,809	$947,131
2018	$749,959	$322,646	$4,938,395	$427,313

UNITED DISABILITIES SERVICES FOUNDATION