UNIVERSITY PROFESSIONAL AND CONTINUING EDUCATION ASSOCIATION (EIN 416030721) - 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

1919

Legal Domicile

Principal Officer

TANYA SMITH

Phone

2026593130

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY PROFESSIONAL AND CONTINUING EDUCATION ASSOCIATION, founded in 1919, is a community nonprofit in the Education sector that reported $6.3M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $5.6M left a modest 11% surplus.

Mission

UNIVERSITY PROFESSIONAL AND CONTINUING EDUCATION ASSOCIATION (UPCEA) ADVANCES LEADERSHIP IN PROFESSIONAL, CONTINUING AND ONLINE EDUCATION. THE ASSOCIATION IS DEDICATED TO MEETING THE NEEDS OF PROFESSIONAL MEMBERS AND THE INSTITUTIONS THEY SERVE.

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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 $395,000

Program Service Revenue $5,676,081

Investment Income $170,249

Other Revenue $15,700

TOTAL REVENUE $6,257,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,212,598

Fundraising Expenses $677,352

Program Expenses $3,487,905

Other Expenses $2,355,141

TOTAL EXPENSES $5,567,739

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,257,030	$5,331,650	+0.2%
Expenses	$5,567,739	$4,739,626	+0.2%
Net Income	$689,291	$592,024	+0.2%

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

238

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

$370,577

Total Directors

Key Employees

$433,512

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE CILLAY	PRESIDENT	2.00	Director	$0	$0	$0
KIM SIEGENTHALER	PRESIDENT-ELECT	2.00	Director	$0	$0	$0
ROBERT BRUCE	SECRETARY/TREASURER	2.00	Director	$0	$0	$0
LISA TEMPLETON	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
TONYA AMANKWATIA	BOARD DIRECTOR	2.00	Director	$0	$0	$0
YAKUT GAZI	BOARD DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER GUYMON	BOARD DIRECTOR	2.00	Director	$0	$0	$0
PAUL HUCKETT	BOARD DIRECTOR	2.00	Director	$0	$0	$0
CHARLES IACOVOU	BOARD DIRECTOR	2.00	Director	$0	$0	$0
GEORGE IRVINE	BOARD DIRECTOR	2.00	Director	$0	$0	$0
SHINO JOHN	BOARD DIRECTOR	2.00	Director	$0	$0	$0
HEATHER MCCULLOUGH	BOARD DIRECTOR	2.00	Director	$0	$0	$0
BREEDA MCGRATH	BOARD DIRECTOR	2.00	Director	$0	$0	$0
JOSH STEELE	BOARD DIRECTOR	2.00	Director	$0	$0	$0
TATUM THOMAS	BOARD DIRECTOR	2.00	Director	$0	$0	$0
TANYA ZLATEVA	BOARD DIRECTOR	2.00	Director	$0	$0	$0
ASIM ALI	NETWORK SENATE CHAIR	2.00	Director	$0	$0	$0
JENNI MURPHY	REGIONAL CABINET CHAIR	2.00	Director	$0	$0	$0
JASMEIAL JACKSON	DIVERSITY & INCLUSION CO-CHAIR	2.00	Director	$0	$0	$0
ANDREA CARROLL-GLOVER	CORPORATE REPRESENTATIVE	2.00	Director	$0	$0	$0
ROBERT HANSEN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$299,706	$70,871	$370,577
AMY HEITZMAN	DEPUTY CEO & CHIEF LEARNING OFFICER	40.00	Key Emp	$209,951	$31,505	$241,456
OPAL HAWKINS	CHIEF FINANCIAL OFFICER	40.00	Key Emp	$161,633	$30,423	$192,056
JULIE URANIS	SENIOR VICE PRESIDENT, ONLINE AND STRATEGIC INITIA	40.00	Highest	$153,066	$37,093	$190,159
KATHLEEN IVES	CHIEF BUSINESS DEVELOPMENT OFFICER & SENIOR VICE P	40.00	Highest	$141,200	$22,005	$163,205
MOLLY NELSON	CHIEF OPERATING OFFICER & VICE PRESIDENT, COMMUNIC	40.00	Highest	$119,700	$23,151	$142,851
JORDAN DIMAGGIO	VICE PRESIDENT, POLICY AND DIGITAL STRATEGY	40.00	Highest	$113,584	$26,387	$139,971
JEAN SIMMONS	DIRECTOR, MARKETING	40.00	Highest	$100,746	$14,771	$115,517

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	$6,257,030	$5,567,739	$5,857,937	$689,291
2023	$5,331,650	$4,739,626	$4,798,766	$592,024
2022	$3,546,848	$3,666,749	$3,743,573	$-119,901
2021	$3,204,898	$2,906,126	$3,664,923	$298,772
2020	$3,802,365	$3,561,136	$2,911,553	$241,229
2019	$3,802,996	$3,593,571	$2,444,692	$209,425

UNIVERSITY PROFESSIONAL AND CONTINUING EDUCATION ASSOCIATION