THE FOUNDATION FOR UCP OF GREATER SACRAMENTO (EIN 263279530) - 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

2008

Legal Domicile

Principal Officer

DOUGLAS E BERGMAN

Phone

9165657700

Tax Period

2023-10-01 to 2024-09-30

THE FOUNDATION FOR UCP OF GREATER SACRAMENTO, founded in 2008, is a small nonprofit in the Diseases & Disorders sector that reported $459K in total revenue in fiscal year 2023. The organization ran a surplus of $180K, a strong 39% operating margin.

Mission

THE FOUNDATION FOR UCP OF GREATER SACRAMENTO EXISTS TO ASSIST IN THE LONG-TERM FINANCIAL STABILITY TO UCP OF GREATER SACRAMENTO, SO THAT IT CAN CONSISTENTLY DELIVER ON ITS PROMISE OF EMPOWERING CLIENTS TO ACHIEVE A LIFE WITHOUT LIMITATIONS.

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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 $183,577

Program Service Revenue $117,036

Investment Income $110,049

Other Revenue $47,866

TOTAL REVENUE $458,528

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $138,349

Fundraising Expenses $0

Program Expenses $241,442

Other Expenses $65,544

TOTAL EXPENSES $278,893

Year-over-Year Comparison

	2023	2022	Change
Revenue	$458,528	$464,083	0.0%
Expenses	$278,893	$265,768	+0.0%
Net Income	$179,635	$198,315	-0.1%

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

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

$123,170

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY CHILLEMI	CHAIRMAN OF THE BOARD	2.00	Officer Director	$0	$0	$0
JANET CHEDIAK	SECRETARY	2.00	Officer Director	$0	$0	$0
HAROLD ASHE	TRUSTEE	1.00	Director	$0	$0	$0
RICK FERGERSON	TRUSTEE	1.00	Director	$0	$0	$0
JOHN FRISCH	TRUSTEE	1.00	Director	$0	$0	$0
CASEY LAYTON	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPER LERMA	TRUSTEE	1.00	Director	$0	$0	$0
BILL O'KEEFE	TRUSTEE	1.00	Director	$0	$0	$0
JASON SASLOW	TRUSTEE	1.00	Director	$0	$0	$0
JANET SOULE	TRUSTEE	1.00	Director	$0	$0	$0
LEONARD SIMPSON	TRUSTEE	1.00	Director	$0	$0	$0
LEIGH WHITE	TRUSTEE	1.00	Director	$0	$0	$0
DOUG BERGMAN	PRESIDENT / CEO	10.00	Officer	$123,170	$0	$123,170
KYLE SMITH	CHIEF FINANCIAL OFFICER	2.50	Officer	$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
2024	$458,528	$278,893	$5,173,894	$179,635
2023	$464,083	$265,768	$4,331,606	$198,315
2022	$381,178	$184,660	$3,940,432	$196,518
2021	$584,217	$173,845	$4,248,651	$410,372
2020	$252,473	$167,958	$3,801,837	$84,515
2019	$485,147	$162,407	$3,612,512	$322,740
2018	$214,407	$135,116	$3,263,285	$79,291

THE FOUNDATION FOR UCP OF GREATER SACRAMENTO