DEWEY HENDERSON UNITED PROFESSIONAL HORSEMENS MEMBERSHIP ORG FUND TRUST (EIN 316642897) - 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

2001

Legal Domicile

Principal Officer

JENNIFER MELLENKAMP

Phone

8592315070

Tax Period

2023-01-01 to 2023-12-31

DEWEY HENDERSON UNITED PROFESSIONAL HORSEMENS MEMBERSHIP ORG FUND TRUST, founded in 2001, is a micro nonprofit in the Public Safety sector that reported $42K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 47% operating margin.

Mission

TO PROVIDE HARDSHIP PAYMENTS TO MEMBERS OF THE LOCAL CHAPTERS OF UPHA.

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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 $16,200

Program Service Revenue $0

Investment Income $25,508

Other Revenue $0

TOTAL REVENUE $41,708

Expense Breakdown

Grants Paid $17,299

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,299

Other Expenses $4,672

TOTAL EXPENSES $21,971

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,708	$33,371	+0.2%
Expenses	$21,971	$14,514	+0.5%
Net Income	$19,737	$18,857	+0.0%

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

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

$97,203

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIMMY ROBERTSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
KRISTEN CATER	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL BOONE	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MELISSA SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
CHUCK HERBERT	TREASURER	1.00	Officer Director	$0	$0	$0
CINDY MUGNIER	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER MELLENKAMP	EXECUTIVE DIRECTOR	10.00	Officer	$0	$10,151	$97,203

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	$41,708	$21,971	$682,228	$19,737
2022	$33,371	$14,514	$610,686	$18,857
2021	$144,639	$36,375	$701,676	$108,264
2020	$150,963	$55,485	$543,712	$95,478
2019	$55,187	$37,090	$409,940	$18,097

DEWEY HENDERSON UNITED PROFESSIONAL HORSEMENS MEMBERSHIP ORG FUND TRUST