UNIVERSITY DISTRICT ORGANIZATION INC (EIN 310805765) - 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

1971

Legal Domicile

Principal Officer

Nora Gerber

Phone

6146104546

Tax Period

2023-01-01 to 2023-12-31

UNIVERSITY DISTRICT ORGANIZATION INC, founded in 1971, is a small nonprofit in the Community Improvement sector that reported $670K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $610K left a modest 9% surplus.

Mission

The University District Organization Creates, Connects, and Collaborates to promote economic growth and quality of life in our diverse neighborhoods.

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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 $200,652

Program Service Revenue $465,099

Investment Income $4,350

Other Revenue $0

TOTAL REVENUE $670,101

Expense Breakdown

Grants Paid $2,400

Salaries & Benefits $96,436

Fundraising Expenses $0

Program Expenses $610,178

Other Expenses $511,342

TOTAL EXPENSES $610,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$670,101	$785,756	-0.1%
Expenses	$610,178	$780,745	-0.2%
Net Income	$59,923	$5,011	+11.0%

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

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

$80,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nora Gerber	Executive Director	40	Key Emp Highest	$80,000	$0	$80,000
Doreen Uhas-Sauer	Director	1	Director	$0	$0	$0
Susan Jennings	Acting Chair	1	Officer Director	$0	$0	$0
Elaine Bell	Director	1	Director	$0	$0	$0
Karl Stevens	Director	1	Director	$0	$0	$0
Justin Garland	Director	1	Director	$0	$0	$0
Christaina Moffa	Director	1	Director	$0	$0	$0
John Sauer	Director	1	Director	$0	$0	$0
Anthony Padgett	Director	1	Director	$0	$0	$0
Matthew Hansen	Treasurer	1	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	$670,101	$610,178	$453,893	$59,923
2022	$785,756	$780,745	$529,356	$5,011
2021	$789,485	$585,750	$308,136	$203,735
2020	$190,158	$416,679	$134,913	$-226,521

UNIVERSITY DISTRICT ORGANIZATION INC