University Retirement Centers Inc (EIN 382300604) - 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

1979

Legal Domicile

Principal Officer

Valencia Mawuntu

Phone

2694711500

Tax Period

2024-05-01 to 2025-03-31

University Retirement Centers Inc, founded in 1979, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 71% operating margin.

Mission

Provide housing and other services for elderlyhandicapped individuals

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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 $273,099

Investment Income $1,228,352

Other Revenue $3,828

TOTAL REVENUE $1,505,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $131,283

Fundraising Expenses $0

Program Expenses $355,236

Other Expenses $309,156

TOTAL EXPENSES $440,439

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,505,279	$728,147	+1.1%
Expenses	$440,439	$725,941	-0.4%
Net Income	$1,064,840	$2,206	+481.7%

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

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

$322,160

Total Directors

$701,873

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN WESLEY TAYLOR V	President Chair	1.00	Officer Director	$0	$0	$147,200
CHRISTON G ARTHUR	Director	0.50	Director	$0	$0	$110,160
GLENN MEEKMA JR	Secretary	1.00	Officer Director	$0	$0	$99,960
VALENCIA MAWUNTU	Treasurer	1.00	Officer Director	$0	$0	$75,000
GWENDOLYN POWELL BRASWELL	Director	0.50	Director	$0	$0	$75,000
JENNIFER BURRILL	Director	0.50	Director	$0	$0	$74,000
TARI POPP	Vice Chair	1.00	Director	$0	$0	$70,553
ALFREDO RUIZ	Director	0.50	Director	$0	$0	$50,000
GLYNN SCOTT	Vice President	0.50	Officer Director	$0	$0	$0
KEN DENSLOW	Director	0.50	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	$1,505,279	$440,439	No data	$1,064,840
2024	$728,147	$725,941	$853,956	$2,206
2023	$751,938	$771,580	$933,114	$-19,642
2022	$725,277	$717,657	$993,993	$7,620
2021	$703,170	$707,280	$1,056,957	$-4,110
2020	$676,652	$709,130	$1,108,707	$-32,478
2019	$645,459	$685,997	$1,205,961	$-40,538

University Retirement Centers Inc