NEW ALBANY URBAN ENTERPRISE (EIN 352123470) - 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

2000

Legal Domicile

Principal Officer

TONYA FISCHER

Phone

8129485333

Tax Period

2023-05-01 to 2024-04-30

NEW ALBANY URBAN ENTERPRISE, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $236K in total revenue in fiscal year 2023. The organization ran a surplus of $108K, a strong 46% operating margin.

Mission

TO IMPROVE THE PHYSICAL, BUSINESS, RESIDENTIAL, AND SOCIOECONOMIC ENVIRONMENT OF THE NEW ALBANY URBAN ENTERPRISE ZONE THROUGH COLLABORATIVE PUBIC/PRIVATE INITIATIVES THAT STIMULATE PRIVATE INVESTMENT IN REAL AND PERSONAL PROPERTY; CREATE A CONTINUUM OF JOBS, INCLUDING LIVING WAGE JOBS; AND THAT PROVIDE A SUPPORTIVE ATMOSPHERE FOR EMPLOYERS, EMPLOYEES, AND ZONE RESIDENTS ALIKE.

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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 $235,641

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $235,641

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,100

Other Expenses $52,653

TOTAL EXPENSES $127,653

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,641	$223,632	+0.1%
Expenses	$127,653	$104,236	+0.2%
Net Income	$107,988	$119,396	-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

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
ROBERT NORWOOD	PRESIDENT	1.00	Officer Director	$0	$0	$0
MATTHEW BERGMAN	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
TONYA FISCHER	SECRETARY/TREASURER	25.00	Officer Director	$0	$0	$0
ANN STRECKFUS	MEMBER	1.00	Director	$0	$0	$0
LOUIS SCHMITT	MEMBER	1.00	Director	$0	$0	$0
ROBBIE NORRINGTON	MEMBER	1.00	Director	$0	$0	$0
MARA SCHMIDT	MEMBER	1.00	Director	$0	$0	$0
MORGAN SPRIGLER	MEMBER	1.00	Director	$0	$0	$0
CHRIS FITZGERALD	MEMBER	1.00	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	$235,641	$127,653	$545,525	$107,988
2023	$223,632	$104,236	$437,537	$119,396
2022	$206,796	$156,556	$318,141	$50,240
2021	$180,308	$116,154	$267,901	$64,154
2020	$170,871	$253,424	$203,747	$-82,553

NEW ALBANY URBAN ENTERPRISE