Upsilon Omega Foundation Inc (EIN 431763130) - 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

1997

Legal Domicile

Principal Officer

Aziz Muhammad

Phone

3143854100

Tax Period

2023-11-01 to 2024-10-31

Upsilon Omega Foundation Inc, founded in 1997, is a small nonprofit in the Education sector that reported $121K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

Assist college bound youth by awarding scholarships and providing mentoring opportunities.

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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 $72,728

Program Service Revenue $0

Investment Income $4

Other Revenue $48,144

TOTAL REVENUE $120,876

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $8,985

Fundraising Expenses $1,042

Program Expenses $80,272

Other Expenses $90,725

TOTAL EXPENSES $129,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$120,876	$129,067	-0.1%
Expenses	$129,710	$123,429	+0.1%
Net Income	$-8,834	$5,638	-2.6%

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

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
Aziz Muhammad	President / Treasurer	6.00	Officer Director	$0	$0	$0
Craig Lucas	Director	6.00	Director	$0	$0	$0
Derrick Headen	Vice President	6.00	Officer Director	$0	$0	$0
DeMarkus Calhoun	Director	6.00	Director	$0	$0	$0
John Head	Director	6.00	Director	$0	$0	$0
Terrance Andrews	Director	6.00	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
2024	$120,876	$129,710	$233,773	$-8,834
2023	$129,067	$123,429	$248,889	$5,638
2022	$137,353	$126,356	$243,251	$10,997
2021	$134,176	$129,197	$276,756	$4,979
2020	$54,569	$139,081	$295,369	$-84,512
2019	$151,555	$168,407	$319,810	$-16,852
2018	$185,827	$182,635	$291,646	$3,192

Upsilon Omega Foundation Inc