UPHA CHAPTER 9 INC (EIN 471727986) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

BETH SNIDER

Phone

5023147960

Tax Period

2023-01-01 to 2023-12-31

UPHA CHAPTER 9 INC, founded in 2014, is a micro nonprofit in the Food, Agriculture & Nutrition sector that reported $48K in total revenue in fiscal year 2023. Revenue fell 65% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $35K, a strong 73% operating margin.

Mission

TO BETTER THE CONDITIONS OF THOSE ENGAGED IN THE PURSUIT OF VARIOUS EQUINE RELATED ACTIVITIES IN KENTUCKY. TO SUPPORT RESEARCH AIMED AT IMPROVING THE HORSE AS A SPECIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $48,283

TOTAL REVENUE $48,283

Expense Breakdown

Grants Paid $7,515

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,515

Other Expenses $5,354

TOTAL EXPENSES $12,869

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,283	$139,391	-0.7%
Expenses	$12,869	$118,764	-0.9%
Net Income	$35,414	$20,627	+0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRET DAY	CHAPTER CHAIRPERSON	1.00	Officer	$0	$0	$0
JULIE KAUFMAN	SECRETARY	1.00	Officer	$0	$0	$0
TIFFANY WHEELER	TREASURER	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	$48,283	$12,869	$141,064	$35,414
2022	$139,391	$118,764	$106,649	$20,627
2020	$158,638	$165,406	$70,290	$-6,768
2019	$155,986	$138,913	$77,058	$17,073
2018	$150,655	$145,323	$59,985	$5,332

UPHA CHAPTER 9 INC