UPPER MAKEFIELD BUSINESS ASSOCIATIO

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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

2015

Legal Domicile

Principal Officer

HARRY BARFOOT III

Phone

2152729000

Tax Period

2024-01-01 to 2024-12-31

UPPER MAKEFIELD BUSINESS ASSOCIATIO, founded in 2015, is a small nonprofit in the Education sector that reported $101K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $47K, a strong 47% operating margin.

Mission

UMBA IS A PHILANTHROPIC AND CHARITABLE ORGANIZATION THAT SUPPORTS COMMUNITY ORGANIZATIONS AND EMERGENCY SERVICES AND PROVIDES CONTINUING EDUCATION SCHOLARSHIPS TO STUDENTS THAT ARE IN NEED OF FINANCIAL ASSISTANCE.

Program Service Accomplishments

Program 1

Expenses: $13,500

AWARDED EDUCATIONAL COLLEGE SCHOLARSHIPS OF 13,500

Program 2

Expenses: $15,121

AWARDED 5,052 TO ORGANIZATIONS IN NEED AND 4,500 TO INDIVIDUALS IN NEED.

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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 $47,131

Program Service Revenue $0

Investment Income $53,414

Other Revenue $0

TOTAL REVENUE $100,545

Expense Breakdown

Grants Paid $23,052

Salaries & Benefits $0

Fundraising Expenses $9,755

Program Expenses $28,621

Other Expenses $30,456

TOTAL EXPENSES $53,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,545	$86,313	+0.2%
Expenses	$53,508	$55,640	0.0%
Net Income	$47,037	$30,673	+0.5%

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
HARRY BARFOOT III	PRESIDENT	N/A	Officer	$0	$0	$0
ROBERT SHAW	TREASURER	N/A	Officer	$0	$0	$0
SCOTT MILLER	SECRETARY	N/A	Officer	$0	$0	$0
TED DAGGETT	DIRECTOR	N/A	Director	$0	$0	$0
JOSEPH MARAZZO	DIRECTOR	N/A	Director	$0	$0	$0
MARK SCHMIDT SR	DIRECTOR	N/A	Director	$0	$0	$0
KAREN MCALLISTER DIRECTOR	DIRECTOR	N/A	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
2024	$100,545	$53,508	$393,555	$47,037
2023	$92,712	$46,559	$395,406	$46,153
2023	$86,312	$55,640	$383,915	$30,672
2022	$92,712	$46,559	$347,651	$46,153
2021	$92,985	$30,816	$420,378	$62,169