UA CHARITABLE FUND TRUST

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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

2001

Legal Domicile

Principal Officer

DERRICK KUALAPAI

Phone

4102692000

Tax Period

2023-01-01 to 2023-12-31

UA CHARITABLE FUND TRUST, founded in 2001, is a small nonprofit in the Public Safety sector that reported $110K in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $162K exceeded revenue, resulting in a 48% operating deficit.

Mission

THE UA CHARITABLE FUND TRUST WAS ORIGINALLY ESTABLISHED TO PROVIDE CONTRIBUTION, GIFTS, OR GRANTS TO VICTIMS OF THE SEPTEMBER 11, 2001 TERRORIST ATTACKS AND RELATED CHARITABLE ORGANIZATIONS. THE FUND MAY ALSO MAKE GRANTS TO INDIVIDUALS AND LOCAL UNIONS THAT HAVE SUFFERED DAMAGES FROM ANY NATURAL DISASTER.

Program Service Accomplishments

Program 1

Expenses: $161,300

TO MAKE AND AWARD DONATIONS, GIFTS, CONTRIBUTIONS, AND GRANTS IN SUCH AMOUNTS AND TO SUCH RECIPIENTS AS THE TRUSTEES MAY DETERMINE, EXCLUSIVELY FOR CHARITABLE PURPOSES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $109,891

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $109,891

Expense Breakdown

Grants Paid $161,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,300

Other Expenses $814

TOTAL EXPENSES $162,114

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,891	$225,846	-0.5%
Expenses	$162,114	$262,331	-0.4%
Net Income	$-52,223	$-36,485	+0.4%

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

N/A

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

$1,226,868

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK MCMANUS	TRUSTEE	1.00	Director	$0	$155,103	$651,303
PATRICK KELLETT	TRUSTEE	1.00	Director	$0	$139,698	$575,565

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	$109,891	$162,114	$272,906	$-52,223
2022	$225,846	$262,331	$325,129	$-36,485
2021	$562,287	$407,222	$361,614	$155,065
2020	$242,545	$520,998	$206,549	$-278,453
2019	$290,247	$151,236	$485,002	$139,011
2018	$133,758	$345,016	$345,991	$-211,258