UPPER CUMBERLAND ENTREPRENURIAL FOUNDATION (EIN 461388881) - 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

Phone

9312105105

Tax Period

2023-01-01 to 2023-12-31

UPPER CUMBERLAND ENTREPRENURIAL FOUNDATION is a small nonprofit in the Community Improvement sector that reported $719K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $692K left a modest 4% surplus.

Mission

THE PRIMARY PURPOSE OF UPPER CUMBERLAND ENTREPRENURIAL FOUNDATION IS TO SUPPORT THE SUCCESSFUL DEVELOPMENT OF ENTREPRENEURIAL COMPANIES BY MATCHING INNOVATION, EDUCATION, MENTORSHIP, AND INVESTMENTS WITH ASPIRING ENTREPRENEURS.

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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 $634,702

Program Service Revenue $12,176

Investment Income $0

Other Revenue $72,364

TOTAL REVENUE $719,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $280,609

Fundraising Expenses $0

Program Expenses $553,276

Other Expenses $410,985

TOTAL EXPENSES $691,594

Year-over-Year Comparison

	2023	2022	Change
Revenue	$719,242	$526,502	+0.4%
Expenses	$691,594	$516,983	+0.3%
Net Income	$27,648	$9,519	+1.9%

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

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

$99,625

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF BROWN	President & CEO	40.00	Officer	$99,625	$0	$99,625
RAVI VENKATARAMAN	Director	1.00	Director	$0	$0	$0
KENT MOORE	Director	1.00	Director	$0	$0	$0
KELLIE KIRKPATRICK	Director	1.00	Director	$0	$0	$0
KEVIN BOWLING	Director	1.00	Director	$0	$0	$0
TONY HORN	Director	1.00	Director	$0	$0	$0
RAY MAYS	Chairman	1.00	Officer	$0	$0	$0
MATT CAMPAGNI	Secr & Treas	1.00	Officer	$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	$719,242	$691,594	$689,809	$27,648
2022	$526,502	$516,983	$628,859	$9,519
2021	$494,857	$478,408	$445,074	$16,449
2020	$444,829	$444,617	$354,447	$212
2019	$475,975	$403,652	$256,719	$72,323
2018	$392,666	$333,542	$123,093	$59,124

UPPER CUMBERLAND ENTREPRENURIAL FOUNDATION