ULH INC (EIN 310926171) - 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

1978

Legal Domicile

Principal Officer

KEITH SHERMAN

Phone

5028527300

Tax Period

2017-07-01 to 2018-06-30

ULH INC, founded in 1978, is a community nonprofit that reported $8.7M in total revenue in fiscal year 2017. Revenue decreased 5% compared to the prior year. Expenses of $7.8M left a modest 10% surplus.

Mission

ULH, INC. LEASES LAND AND ISSUES REVENUE BONDS FOR STUDENT HOUSING PURPOSES (SEE SCHEDULE O) ULH, INC. RECEIVES, RETAINS AND DISPOSES OF REAL ESTATE, AND MANAGES AND OPERATES THE STUDENT HOUSING PROPERTIES IT OWNS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,584,192

Investment Income $129,927

Other Revenue $0

TOTAL REVENUE $8,714,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,531,061

Other Expenses $7,825,043

TOTAL EXPENSES $7,825,043

Year-over-Year Comparison

	2017	2016	Change
Revenue	$8,714,119	$9,182,813	-0.1%
Expenses	$7,825,043	$8,028,464	0.0%
Net Income	$889,076	$1,154,349	-0.2%

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

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

$262,922

Total Directors

$188,051

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON ABRAMS	DIRECTOR	0.50	Director	$0	$0	$0
WILL ARMSTRONG	DIRECTOR	0.50	Director	$0	$0	$0
NEELI BENDAPUDI	DIRECTOR	0.50	Director	$0	$0	$0
JIM BOONE	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL BOWERS	DIRECTOR	0.50	Director	$0	$0	$0
PAUL CARRICO	DIRECTOR	0.50	Director	$0	$0	$0
LAURA DOUGLAS	SECRETARY	0.50	Officer Director	$0	$0	$0
SANDRA FRAZIER	DIRECTOR	0.50	Director	$0	$0	$0
DAVID GRISSOM	DIRECTOR	0.50	Director	$0	$0	$0
DONNA HEITZMAN	DIRECTOR	0.50	Director	$0	$0	$0
TOM MEEKER	DIRECTOR	0.50	Director	$0	$0	$0
MARK NICKEL	DIRECTOR	0.50	Director	$0	$0	$0
KEN PAYNE	VICE CHAIR	0.50	Officer Director	$0	$0	$0
EARL REED	CHAIR	0.50	Officer Director	$0	$0	$0
NITIN SAHNEY	DIRECTOR	0.50	Director	$0	$0	$0
JOHN SCHNATTER	DIRECTOR	0.50	Director	$0	$0	$0
VISHNU TIRUMALA	DIRECTOR	0.50	Director	$0	$0	$0
ENID TRUCIOS-HAYNES	DIRECTOR	0.50	Director	$0	$0	$0
ALICE HOUSTON	DIRECTOR (PREVIOUS)	0.50	Director	$0	$0	$0
MARK LYNN	VICE CHAIR (PREVIOUS)	0.50	Officer Director	$0	$0	$0
DIANE MEDLEY	CHAIR (PREVIOUS)	0.50	Officer Director	$0	$0	$0
GREGORY C POSTEL	DIRECTOR (PREVIOUS)	0.50	Director	$0	$0	$188,051
VINCENT TYRA	DIRECTOR (PREVIOUS)	0.50	Director	$0	$0	$0
KEITH SHERMAN	COO	0.50	Officer	$0	$30,784	$262,922
KATHLEEN SMITH	ASST SECRETARY (FORMER)	0.00		$0	$10,641	$128,064
JASON TOMLINSON	ASST TREASURER (FORMER)	0.00		$0	$17,610	$220,826

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	$8,714,119	$7,825,043	$43,242,391	$889,076

ULH INC