UPLAND HILLS HEALTH FOUNDATION INC (EIN 260596045) - 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

LISA SCHNEDLER

Phone

6089308000

Tax Period

2023-10-01 to 2024-09-30

UPLAND HILLS HEALTH FOUNDATION INC, founded in 2007, is a small nonprofit in the Health Care sector that reported $157K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $130K, a strong 83% operating margin.

Mission

TO SOLICIT, RECEIVE, AND ACCEPT GIFTS AND BEQUESTS ON BEHALF OF UPLAND HILLS HEALTH, INC.

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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 $77,474

Program Service Revenue $0

Investment Income $79,566

Other Revenue $0

TOTAL REVENUE $157,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $27,337

TOTAL EXPENSES $27,337

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,040	$243,307	-0.4%
Expenses	$27,337	$833,556	-1.0%
Net Income	$129,703	$-590,249	-1.2%

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

$582,989

Total Directors

$428,932

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA SCHNEDLER	PRESIDENT/CEO - UHH	1.00	Officer Director	$0	$27,818	$428,932
SKIP LEE	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARTHA BOYER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DICK CATES	TREASURER	1.00	Officer Director	$0	$0	$0
JONI MARTIN	SECRETARY	1.00	Officer Director	$0	$0	$0
PETER BOLAND	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA FRITZ	DIRECTOR	1.00	Director	$0	$0	$0
TED GREENHECK	DIRECTOR (TERM JAN)	1.00	Director	$0	$0	$0
MELISSA LEASE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA POTTERTON	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE MOYER	VP OF FINANCE	1.00	Officer	$0	$41,219	$154,057

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	$157,040	$27,337	$3,601,319	$129,703
2023	$243,307	$833,556	$3,090,219	$-590,249
2022	$487,249	$71,315	$3,626,067	$415,934
2021	$385,020	$4,617	$3,382,678	$380,403
2020	$385,046	$3,749	$3,089,182	$381,297
2019	$773,921	$3,506	$2,668,764	$770,415
2018	$381,772	$2,418	$1,893,908	$379,354

UPLAND HILLS HEALTH FOUNDATION INC