UA CHARITABLE FUND TRUST

EIN: 522345962 501(c)(3) Public Safety

ANNAPOLIS, MD

Total Revenue
$109,891
Total Expenses
$162,114
Total Assets
$272,906
Net Assets
$272,906
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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
MD
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

PUBLIC CHARITY

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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%)

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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

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Governance

Voting Members
2
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
0
$0
Total Directors
2
$1,226,868
Key Employees
0
$0
Highest Compensated
0
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
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