Winton Industrial Center Inc CO UBS REALTY INVESTORS LLC (EIN 330871388) - 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

1999

Legal Domicile

Phone

8606169000

Tax Period

2023-07-01 to 2024-06-30

Winton Industrial Center Inc CO UBS REALTY INVESTORS LLC, founded in 1999, is a mid-sized nonprofit in the Community Improvement sector that reported $11.1M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $7.0M, a strong 63% operating margin.

Mission

THE ORGANIZATIONS MISSION IS TO ACT AS A REAL PROPERTY TITLE HOLDING COMPANY.

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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 $0

Program Service Revenue $11,039,737

Investment Income $22,676

Other Revenue $0

TOTAL REVENUE $11,062,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $4,057,854

TOTAL EXPENSES $4,057,854

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,062,413	$10,218,971	+0.1%
Expenses	$4,057,854	$3,782,488	+0.1%
Net Income	$7,004,559	$6,436,483	+0.1%

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	Role	Reportable Comp	Other Comp	Total
JEFFREY G MAGUIRE	PRESIDENT/DIRECTOR	Officer Director	$0	$0	$0
PETER J GILBERTIE	SR VP/TREASURER/DIRECTOR	Officer Director	$0	$0	$0
LAURIE C REDDINGTON	TREASURER	Officer	$0	$0	$0
Nicole Evans	VICE PRESIDENT	Officer	$0	$0	$0
STEVEN M KAPILOFF	SECRETARY	Officer	$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	$11,062,413	$4,057,854	$221,110,767	$7,004,559
2023	$10,218,971	$3,782,488	$241,288,801	$6,436,483
2022	$9,648,520	$3,680,954	$261,645,407	$5,967,566
2021	$8,680,615	$1,932,683	$188,228,692	$6,747,932
2020	$8,548,585	$1,750,902	$152,507,202	$6,797,683
2019	$7,770,340	$1,771,922	$146,246,492	$5,998,418

Winton Industrial Center Inc CO UBS REALTY INVESTORS LLC