UNITEDHEALTHCARE CHILDREN'S FOUNDATION (EIN 522177891) - 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

1999

Legal Domicile

Principal Officer

MATTHEW W PETERSON

Phone

8556984223

Tax Period

2024-01-01 to 2024-12-31

UNITEDHEALTHCARE CHILDREN'S FOUNDATION, founded in 1999, is a community nonprofit in the Human Services sector that reported $7.8M in total revenue in fiscal year 2024. Expenses of $6.7M left a modest 14% surplus.

Mission

TO FACILITATE ACCESS TO HEALTH SERVICES THAT WILL ENHANCE THE CLINICAL CONDITION OR QUALITY OF LIFE OF THE CHILD AND THAT ARE NOT FULLY COVERED BY THE AVAILABLE COMMERCIAL HEALTH BENEFIT.

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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 $7,258,011

Program Service Revenue $0

Investment Income $792,434

Other Revenue $-229,034

TOTAL REVENUE $7,821,411

Expense Breakdown

Grants Paid $3,768,089

Salaries & Benefits $0

Fundraising Expenses $927,938

Program Expenses $5,412,498

Other Expenses $2,974,035

TOTAL EXPENSES $6,742,124

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,821,411	$8,029,220	0.0%
Expenses	$6,742,124	$6,478,366	+0.0%
Net Income	$1,079,287	$1,550,854	-0.3%

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

500

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
TERRY CLARK	CHAIRMAN OF THE BOARD	0.50	Officer Director	$0	$0	$0
JEANNINE RIVET	DIRECTOR	0.50	Director	$0	$0	$0
FRED SIEGEL	DIRECTOR	0.50	Director	$0	$0	$0
DWAYNE BLACK	DIRECTOR	0.50	Director	$0	$0	$0
KAREN DEUTSCH	DIRECTOR	0.50	Director	$0	$0	$0
DICK MIGLIORI	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER ROBERTS	DIRECTOR	0.50	Director	$0	$0	$0
MATTHEW PETERSON	PRESIDENT	1.00	Officer	$0	$0	$0
GREG MILLER	TREASURER	40.00	Officer	$0	$0	$0
RACHEL STECKLING	ASST. TREASURER	40.00	Officer	$0	$0	$0
JILL AWE	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
SCOTT OTTO	ASST. EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
HEATHER LANG	SECRETARY	3.00	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	$7,821,411	$6,742,124	$16,760,905	$1,079,287
2023	$8,029,220	$6,478,366	$15,720,937	$1,550,854
2022	$7,291,382	$5,944,777	$14,126,976	$1,346,605
2021	$7,262,493	$5,558,060	$12,202,952	$1,704,433
2020	$6,280,825	$5,608,823	$10,722,278	$672,002
2019	$5,754,624	$6,008,565	$9,803,758	$-253,941
2018	$6,538,420	$5,842,266	$9,127,314	$696,154

UNITEDHEALTHCARE CHILDREN'S FOUNDATION