JAY UIBERALL FOUNDATION (EIN 451643233) - 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

2011

Legal Domicile

Principal Officer

MICHAEL D UIBERALL

Phone

9017612720

Tax Period

2022-01-01 to 2022-12-31

JAY UIBERALL FOUNDATION, founded in 2011, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $176K in total revenue in fiscal year 2022. Expenses of $257K exceeded revenue, resulting in a 46% operating deficit.

Mission

TO SUPPORT CHARITABLE ORGANIZATIONS THAT WERE OF INTEREST OR SUPPORTED BY JAY UIBERALL, INCLUDING BUT NOT LIMITED TO ORGANIZATIONS DEVOTING THEIR ACTIVITIES TO IMPROVING THE LOT OF DISADVANTAGED CHILDREN, IMPROVING THE STATE OF DOWNTOWN MEMPHIS FOR THE GENERAL PUBLIC, IMPROVING THE INSPECTION AND ADMINISTRATION OF THE FOOD AND SERVICE INDUSTRY, AND AS OTHERWISE DETERMINED BY THE OFFICERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $144,230

Program Service Revenue $0

Investment Income $0

Other Revenue $31,570

TOTAL REVENUE $175,800

Expense Breakdown

Grants Paid $255,870

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $255,870

Other Expenses $1,060

TOTAL EXPENSES $256,930

Year-over-Year Comparison

	2022	2021	Change
Revenue	$175,800	N/A	N/A
Expenses	$256,930	N/A	N/A
Net Income	$-81,130	$0	N/A

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
MICHAEL D UIBERALL	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
JILL UIBERALL SHANKER	VICE-PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
SCOTT SHANKER	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
ANDREA L UIBERALL	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
CINDY BREWER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BREWER	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PUGLIESE	DIRECTOR	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
2022	$175,800	$256,930	$190,355	$-81,130

JAY UIBERALL FOUNDATION