UNION & FIFTH INC

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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

2014

Legal Domicile

Principal Officer

PAMELA TREFLER

Phone

6174541135

Tax Period

2018-01-01 to 2018-12-31

UNION & FIFTH INC, founded in 2014, is a micro nonprofit that reported $57K in total revenue in fiscal year 2018. Revenue fell 109% from the prior year — a significant decline worth monitoring.

Mission

THE FUND'S MISSION IS TO TURN GENTLY WORN, LUXURY PRODUCTS SITTING IN WOMEN'S CLOSETS AROUND THE GLOBE, INTO FUNDING FOR OTHER PUBLIC CHARITIES. UNION & FIFTH WAS FOUNDED BY PAMELA TREFLER (PRESIDENT AND DIRECTOR) AND CHRISTENA REINHARD (TREASURER AND DIRECTOR) AFTER THEY REALIZED THAT ENCOURAGING WOMEN TO DONATE THEIR DESIGNER CLOTHING AND ACCESSORIES THAT THEY NO LONGER USE COULD RAISE SIGNIFICANT FUNDS TO BENEFIT ESTABLISHED PUBLIC CHARITIES. UNION & FIFTH WILL RAISE FUNDS BY SOLICITING DONATIONS OF GENTLY USED DESIGNER GOODS, SUCH AS CLOTHES, SHOES, HANDBAGS AND JEWELRY.

Program Service Accomplishments

Program 1

Expenses: $45,828 Revenue: $1,867

DONORS ARE SOLICITED THROUGH NETWORKING, INCLUDING DEVELOPING RELATIONSHIPS WITH PERSONAL SHOPPERS AT HIGH-END DEPARTMENT STORES AND CELEBRITY STYLISTS, WHO CAN ENCOURAGE THEIR CLIENTS TO DONATE...

DONORS ARE SOLICITED THROUGH NETWORKING, INCLUDING DEVELOPING RELATIONSHIPS WITH PERSONAL SHOPPERS AT HIGH-END DEPARTMENT STORES AND CELEBRITY STYLISTS, WHO CAN ENCOURAGE THEIR CLIENTS TO DONATE THEIR OLD ITEMS AFTER PURCHASING NEW ONES. UNION & FIFTH ALSO NETWORKS WITH OTHER NON-PROFIT ORGANIZATIONS AND FRATERNAL ORDERS THAT HAVE A LARGE DONOR BASE TO ENCOURAGE THOSE DONORS TO GIVE TO UNION & FIFTH.

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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 (2018)

Revenue Breakdown

Contributions & Grants $4,000

Program Service Revenue $0

Investment Income $-62,443

Other Revenue $1,867

TOTAL REVENUE $-56,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,828

Other Expenses $58,981

TOTAL EXPENSES $58,981

Year-over-Year Comparison

	2018	2017	Change
Revenue	$-56,576	$637,697	-1.1%
Expenses	$58,981	$2,082,890	-1.0%
Net Income	$-115,557	$-1,445,193	-0.9%

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

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

$136,396

Total Directors

$78,897

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA TREFLER	PRESIDENT, DIRECTOR	20.00	Officer Director	$0	$0	$0
CHRISTENA REINHARD	TREASURER, DIRECTOR	40.00	Officer Director	$58,197	$20,700	$78,897
CHRISTINE GREEN	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL HATTON	CLERK	40.00	Officer	$45,999	$11,500	$57,499

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
2018	$-56,576	$58,981	$77,634	$-115,557