ULU FOUNDATION (EIN 271629617) - 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

2009

Legal Domicile

Principal Officer

STEPHANIE FRIED

Phone

8087569931

Tax Period

2018-01-01 to 2018-12-31

ULU FOUNDATION, founded in 2009, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $70K in total revenue in fiscal year 2018. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $112K exceeded revenue, resulting in a 59% operating deficit.

Mission

TO PROTECT FORESTS, OCEANS, WATERSHEDS, BIODIVERSITY AND THE RIGHTS OF COMMUNITIES THAT DEPEND ON THEM. WE WORK IN PARTNERSHIP WITH MARGINALIZED OR IMPOVERISHED RESOURCE-DEPENDENT COMMUNITIES AND INTERNATIONAL CIVIL SOCIETY NETWORKS INCLUDING EFFORTS TO INFLUENCE THE DESIGN AND IMPLEMENTATION OF POLICIES AND STANDARDS FOR FINANCIAL INSTITUTIONS AND FINANCIAL FLOWS. OUR ACTIVITIES INCLUDE DETAILED POLICY, FINANCE, AND PROJECT ANALYSIS, EDUCATION, AND CAPACITY-BUILDING FOR THE PROTECTION OF THE ENVIRONMENT AND THE RIGHTS OF THE MARGINALIZED OR IMPOVERISHED RESOURCE DEPENDENT COMMUNITIES. WE PERFORM SUCH OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES AS MAY BE NECESSARY AND APPROPRIATE IN ORDER TO ACCOMPLISH THE FOREGOING PURPOSES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $70,248

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $70,248

Expense Breakdown

Grants Paid $37,789

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,894

Other Expenses $74,210

TOTAL EXPENSES $111,999

Year-over-Year Comparison

	2018	2017	Change
Revenue	$70,248	$150,475	-0.5%
Expenses	$111,999	$130,359	-0.1%
Net Income	$-41,751	$20,116	-3.1%

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

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
JAMES KASTNER	PRESIDENT/TR	N/A	Officer Director	$0	$0	$0
RICK ANEX	SECRETARY	N/A	Officer Director	$0	$0	$0
DARRYL LAURIN	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
2018	$70,248	$111,999	$113,525	$-41,751

ULU FOUNDATION