UNIVERSITY ACADEMY SUPPORTING FOUNDATION (EIN 270009593) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

SHIRLEY BUSH HELZBERG

Phone

8167537776

Tax Period

2023-01-01 to 2023-12-31

UNIVERSITY ACADEMY SUPPORTING FOUNDATION, founded in 2002, is a small nonprofit in the Education sector that reported $717K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $1.4M exceeded revenue, resulting in a 91% operating deficit.

Mission

TO SERVE AS A SUPPORTING ORGANIZATION FOR THE UNIVERSITY ACADEMY, A 501(C) (3) ORGANIZATION. IT COLLECTS CONTRIBUTIONS, AND WILL CONDUCT OR SUPPORT ACTIVITIES TO FURTHER THE ACADEMIC GOALS ESTABLISHED BY UNIVERSITY ACADEMY, AND PARTICIPATE IN OTHER CHARITABLE ACTIVITIES THAT WILL ASSIST IN FUTURE PROGRESS, INCLUDING THE MAINTENANCE AND OPERATION OF THE BUILDING FACILITY CONSTRUCTED BY THE ORGANIZATION FOR UNIVERSITY ACADEMY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $645,000

Investment Income $72,436

Other Revenue $0

TOTAL REVENUE $717,436

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,363,496

Other Expenses $1,066,837

TOTAL EXPENSES $1,366,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$717,436	$758,618	-0.1%
Expenses	$1,366,837	$1,364,709	+0.0%
Net Income	$-649,401	$-606,091	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SHIRLEY BUSH HELZBERG	PRESIDENT	N/A	Officer Director	$0	$0	$0
COURTNEY M CONRAD	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
PETE LACY	DIRECTOR	N/A	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
2024	No data	No data	No data	No data
2023	$717,436	$1,366,837	$31,287,787	$-649,401
2022	$758,618	$1,364,709	$31,306,328	$-606,091
2021	$696,600	$1,343,399	$31,632,419	$-646,799
2020	$751,275	$1,411,853	$32,279,218	$-660,578

UNIVERSITY ACADEMY SUPPORTING FOUNDATION