UGF Institute Inc (EIN 472584227) - 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

2014

Legal Domicile

Phone

8015319100

Tax Period

2024-01-01 to 2024-12-31

UGF Institute Inc, founded in 2014, is a small nonprofit in the Education sector that reported $133K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $153K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE UGF INSTITUTE PROVIDES AN UNPARALLELED, HANDS-ON VENTURE CAPITAL AND PRIVATE EQUITY EDUCATIONAL EXPERIENCE FOR STUDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $132,919

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $132,919

Expense Breakdown

Grants Paid $60,308

Salaries & Benefits $588

Fundraising Expenses $59

Program Expenses $60,778

Other Expenses $91,713

TOTAL EXPENSES $152,609

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,919	$158,426	-0.2%
Expenses	$152,609	$284,977	-0.5%
Net Income	$-19,690	$-126,551	-0.8%

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
JAN BERGESON	CHAIR	1.0	Officer Director	$0	$0	$0
TOM STRINGHAM	PRESIDENT	5.0	Officer Director	$0	$0	$0
BERT ROBERTS	BOARD MEMBER	1.0	Director	$0	$0	$0
CHRISTIE PALMER	BOARD MEMBER	1.0	Director	$0	$0	$0
FRANKLIN MCLARTY	BOARD MEMBER	1.0	Director	$0	$0	$0
MANISHA SAHAI	BOARD MEMBER	1.0	Director	$0	$0	$0
PAUL FJELDSTED	BOARD MEMBER	1.0	Director	$0	$0	$0
SCOTT PICKETT	BOARD MEMBER	1.0	Director	$0	$0	$0
TED ROTH	BOARD MEMBER	1.0	Director	$0	$0	$0
PETER HARRIS	SECRETARY	5.0	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	$132,919	$152,609	$14,325	$-19,690
2023	$158,426	$284,977	$33,731	$-126,551
2022	$184,095	$329,009	$56,484	$-144,914
2021	$369,000	$255,615	$229,650	$113,385

UGF Institute Inc