UCT Charities (EIN 311486573) - 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

1996

Legal Domicile

Principal Officer

David Van Order

Phone

6142283276

Tax Period

2023-01-01 to 2023-12-31

UCT Charities, founded in 1996, is a small nonprofit in the Education sector that reported $129K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $32K, a strong 25% operating margin.

Mission

To provide charitable and educational services for individuals with an intellectual disability in the USA and Canada. These services included, but are not limited to, administering the UT Scholarship Fund, which provides scholarships for individuals pursuing studies or certifications that would qualify the scholarship recipient to be a teacher of the intellectually disabled in the USA or Canada.

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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 $3,820

Program Service Revenue $0

Investment Income $118,304

Other Revenue $6,399

TOTAL REVENUE $128,523

Expense Breakdown

Grants Paid $65,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,200

Other Expenses $31,280

TOTAL EXPENSES $96,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$128,523	$112,286	+0.1%
Expenses	$96,480	$104,321	-0.1%
Net Income	$32,043	$7,965	+3.0%

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

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
Sonja Miller	Vice-President	1.00	Officer Director	$0	$0	$0
Linda Fisher	Secretary	1.00	Officer Director	$0	$0	$0
Dianna Wolfe	President	1.00	Officer Director	$0	$0	$0
David Van Order	Treasurer	1.00	Officer 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
2023	$128,523	$96,480	$3,708,338	$32,043
2022	$112,286	$104,321	$3,561,772	$7,965
2021	$136,403	$108,172	$4,013,704	$28,231
2020	$140,562	$108,771	$4,152,367	$31,791
2019	$153,528	$119,946	$3,963,355	$33,582
2018	$156,881	$119,529	$3,728,832	$37,352

UCT Charities