URBAN WATER INSTITUTE INC

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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

Principal Officer

LISA OHLUND

Phone

9496799676

Tax Period

2024-01-01 to 2024-12-31

URBAN WATER INSTITUTE INC is a small nonprofit in the Environment sector that reported $419K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $401K left a modest 4% surplus.

Mission

CONFERENCES ARE HELD FOR THE PURPOSES OF EDUCATING THE PUBLIC REGARDING SOUTHERN CALIFORNIA'S WATER RESOURCES AND THEIR USES.

Program Service Accomplishments

Program 1

Expenses: $236,879 Revenue: $310,133

WORKSHOPS AND CONFERENCES ARE HELD FOR THE SPECIFIC PURPOSE OF EDUCATING THE PUBLIC IN THE AREA OF SOUTHERN CALIFORNIA WATER RESOURCES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $418,638

Investment Income $58

Other Revenue $0

TOTAL REVENUE $418,696

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,430

Fundraising Expenses $0

Program Expenses $236,879

Other Expenses $352,482

TOTAL EXPENSES $400,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$418,696	$458,669	-0.1%
Expenses	$400,912	$468,703	-0.1%
Net Income	$17,784	$-10,034	-2.8%

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

Total Directors

$48,430

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANE DEISTER	Executive Dir.	20.00	Director	$48,430	$0	$48,430
RICHARD NAGEL	Vice President	1.00	Officer Director	$0	$0	$0
ANDREE LEE	Chairman	1.00	Officer Director	$0	$0	$0
DAVID PETERSON	Vice President	1.00	Officer Director	$0	$0	$0
Jason Philips	Secretary	1.00	Officer Director	$0	$0	$0
LISA OHLUND	Treasurer	6.00	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
2025	No data	No data	No data	No data
2024	$418,696	$400,912	$198,718	$17,784
2023	$458,669	$468,703	$182,640	$-10,034
2022	$245,532	$237,740	$186,157	$7,792
2019	$271,176	$239,472	$209,880	$31,704
2018	$265,936	$253,857	$178,726	$12,079