UNITED WE CARE EMPLOYEE RELIEF FUND (EIN 364327744) - 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

Principal Officer

RICKY BARR

Phone

8728255291

Tax Period

2023-01-01 to 2023-12-31

UNITED WE CARE EMPLOYEE RELIEF FUND, founded in 1999, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE CONFIDENTIAL, TIMELY AND SHORT-TERM FINANCIAL ASSISTANCE TO MEMBERS OF THE UNITED FAMILY DURING TIMES OF NEED.

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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 $1,155,667

Program Service Revenue $0

Investment Income $66,480

Other Revenue $0

TOTAL REVENUE $1,222,147

Expense Breakdown

Grants Paid $1,375,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,375,000

Other Expenses $16,839

TOTAL EXPENSES $1,391,839

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,222,147	$746,369	+0.6%
Expenses	$1,391,839	$539,028	+1.6%
Net Income	$-169,692	$207,341	-1.8%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZI CABO	CHAIR	0.17	Officer Director	$0	$0	$0
ROBERT COLE	VICE CHAIR	0.17	Officer Director	$0	$0	$0
RICKY BARR	TREASURER	0.17	Officer Director	$0	$0	$0
CHELSEY LOPEZ	SECRETARY	0.17	Officer Director	$0	$0	$0
STEVEN LAMPERT	ASST. TREASURER	0.17	Officer Director	$0	$0	$0
ERIN WILEY	DIRECTOR	0.17	Director	$0	$0	$0
VINCENT PASSAFIUME	DIRECTOR	0.17	Director	$0	$0	$0
HOLLY LEHMANN	DIRECTOR	0.17	Director	$0	$0	$0
JONATHAN SAWYER	DIRECTOR	0.17	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
2024	No data	No data	No data	No data
2023	$1,222,147	$1,391,839	$3,201,009	$-169,692
2022	$746,369	$539,028	$3,370,701	$207,341
2021	$702,864	$662,029	$3,163,360	$40,835
2020	$551,825	$155,942	$3,122,525	$395,883

UNITED WE CARE EMPLOYEE RELIEF FUND