IUPAT DISTRICT COUNCIL 78 PROPERTIESINC (EIN 271974944) - 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

2010

Legal Domicile

Principal Officer

RICHARD JONES

Phone

4078523977

Tax Period

2023-10-01 to 2024-09-30

IUPAT DISTRICT COUNCIL 78 PROPERTIESINC, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $539K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $306K, a strong 57% operating margin.

Mission

THIS CORPORATION WAS ESTABLISHED UNDER IRS CODE 501(C)(2) FOR THE PURPOSE OF SERVING AS THE HOLDING CORPORATION FOR DISTRICT COUNCIL 78'S ASSETS.

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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 $0

Program Service Revenue $278,065

Investment Income $0

Other Revenue $260,677

TOTAL REVENUE $538,742

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $233,125

TOTAL EXPENSES $233,125

Year-over-Year Comparison

	2023	2022	Change
Revenue	$538,742	$463,585	+0.2%
Expenses	$233,125	$241,004	0.0%
Net Income	$305,617	$222,581	+0.4%

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

N/A

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

$132,590

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRANCE THOMPSON	PRESIDENT	1.00	Officer	$0	$0	$1,000
RICHARD JONES	BUSINESS MANAGER	1.00	Officer	$0	$62,675	$130,390
LORA GUGLIELMINI	VICE PRESIDENT	1.00	Officer	$0	$0	$1,200

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	$538,742	$233,125	$1,974,321	$305,617
2023	$463,585	$241,004	$2,050,704	$222,581
2022	$276,797	$246,044	$1,882,123	$30,753
2021	$353,308	$185,633	$1,905,370	$167,675
2020	$272,887	$255,515	$1,794,195	$17,372
2019	$272,394	$278,752	$1,830,823	$-6,358
2018	$274,675	$276,278	$1,886,681	$-1,603

IUPAT DISTRICT COUNCIL 78 PROPERTIESINC