University Place 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

Formation Year

1998

Legal Domicile

Phone

3313185161

Tax Period

2024-07-01 to 2025-06-30

University Place Inc, founded in 1998, is a mid-sized nonprofit in the Health Care sector that reported $16.3M in total revenue in fiscal year 2024. The organization ran a surplus of $3.0M, a strong 18% operating margin.

Mission

THE MISSION OF UNIVERSITY PLACE IS TO CELEBRATE LIFE AND SERVE WITH JOY. (CONTINUED ON SCHEDULE O).

Program Service Accomplishments

Program 1

Expenses: $6,839,049 Revenue: $5,153,874

NURSING HOME CARE: UNIVERSITY PLACE PROVIDES NURSING CARE SERVICES TO MEET THE PHYSICAL, SOCIAL, AND SPIRITUAL NEEDS OF THE RESIDENTS. SOME OF THE AMENITIES PROVIDED INCLUDE PERSONALIZED CARE PLANS, LICENSED NURSING STAFF, THREE MEALS DAILY, SNACKS, HOUSEKEEPING, MAINTENANCE, RELIGIOUS AND LIFE ENRICHMENT ACTIVITIES, AND SECURITY. THE AVERAGE DAILY CENSUS APPROXIMATED 27 IN FISCAL 2025.

Program 2

Expenses: $3,419,812 Revenue: $5,910,472

INDEPENDENT LIVING: UNIVERSITY PLACE PROVIDES INDEPENDENT LIVING SERVICES TO ALLOW RESIDENTS TO ENJOY ACTIVE AND INDEPENDENT LIFESTYLES. THESE SERVICES ARE DESIGNED TO MEET THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF THE RESIDENTS. ACCOMMODATIONS INCLUDE GARDEN HOMES AND STUDIO, ONE, AND TWO BEDROOM APARTMENTS. SOME OF THE AMENITIES PROVIDED INCLUDE DINING, HOUSEKEEPING, MAINTENANCE, TRANSPORTATION, HEALTH AND FITNESS, RELIGIOUS AND LIFE ENRICHMENT ACTIVITIES, SECURITY, AND AN EMERGENCY RESPONSE SYSTEM. THE AVERAGE CENSUS IN INDEPENDENT LIVING APPROXIMATED 107 IN FISCAL 2025.

Program 3

Expenses: $757,662 Revenue: $3,992,410

ASSISTED LIVING: UNIVERSITY PLACE PROVIDES ASSISTED LIVING SERVICES TO ALLOW RESIDENTS TO RECEIVE THE ASSISTANCE THEY NEED WHILE MAINTAINING AN ACTIVE LIFESTYLE. THESE SERVICES ARE DESIGNED TO MEET THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF THE RESIDENTS. Accommodations INCLUDE EFFICIENCIES, STUDIOS, AND ONE BEDROOM UNITS. SOME OF THE AMENITIES PROVIDED INCLUDE THREE MEALS DAILY, SNACKS, HOUSEKEEPING, MAINTENANCE, SECURITY, AND RELIGIOUS AND LIFE ENRICHMENT ACTIVITIES. IN ADDITION, STAFF IS AVAILABLE TO PROVIDE ASSISTANCE WITH ACTIVITIES OF DAILY LIVING TO MEET EACH RESIDENT'S NEEDS. THE AVERAGE CENSUS IN ASSISTED LIVING APPROXIMATED 45 IN FISCAL 2025.

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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 $260

Program Service Revenue $15,056,756

Investment Income $849,994

Other Revenue $360,316

TOTAL REVENUE $16,267,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,717,573

Fundraising Expenses $0

Program Expenses $11,016,523

Other Expenses $8,588,606

TOTAL EXPENSES $13,306,179

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,267,326	$15,486,409	+0.1%
Expenses	$13,306,179	$12,625,882	+0.1%
Net Income	$2,961,147	$2,860,527	+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

147

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

$1,199,094

Total Directors

$703,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bobbie Parkhill	Vice Chairman	0.1	Officer Director	$0	$0	$0
James Stark	Chairman	0.1	Officer Director	$0	$0	$0
Regina Umanskiy	President & Chief Executive Officer	0.1	Officer Director	$0	$85,266	$703,750
Andrea Ramirez-Justin	Secretary	0.1	Officer	$0	$0	$0
Robert Rosenberger	Treasurer and Chief Financial Officer	0.1	Officer	$0	$102,646	$495,344
Tracy Shearer	Assistant Secretary	0.1	Officer	$0	$0	$0
David Kinder	Executive Director - University Place	40.0	Highest	$171,927	$53,028	$224,955
Jeanne Smith	Director of Sales & Marketing	40.0	Highest	$123,919	$33,037	$156,956
Rebecca Hubbard	Director of Nursing	40.0	Highest	$101,814	$1,379	$103,193

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	$16,267,326	$13,306,179	$30,811,408	$2,961,147
2024	No data	No data	No data	No data
2023	$14,015,947	$12,232,040	$26,855,075	$1,783,907
2022	$13,676,757	$12,093,635	$26,271,389	$1,583,122
2021	$12,568,658	$11,561,485	$26,648,560	$1,007,173
2020	$11,656,800	$11,412,728	$24,472,468	$244,072
2019	$11,226,344	$11,028,811	$25,790,498	$197,533
2018	$10,709,256	$11,144,065	$24,752,955	$-434,809