THE UMSTEAD COALITION (EIN 561792624) - 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

1991

Legal Domicile

Principal Officer

Jean Spooner

Phone

9198522268

Tax Period

2022-01-01 to 2022-12-31

THE UMSTEAD COALITION, founded in 1991, is a small nonprofit in the Recreation & Sports sector that reported $360K in total revenue in fiscal year 2022. Revenue surged 219% from the prior year, signaling strong growth momentum. Expenses of $342K left a modest 5% surplus.

Mission

Provide service and educational programs to serve and protect William B. Umstead State Park

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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 (2022)

Revenue Breakdown

Contributions & Grants $310,903

Program Service Revenue $39,386

Investment Income $0

Other Revenue $9,702

TOTAL REVENUE $359,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $337,810

Other Expenses $341,926

TOTAL EXPENSES $341,926

Year-over-Year Comparison

	2022	2021	Change
Revenue	$359,991	$112,848	+2.2%
Expenses	$341,926	$111,521	+2.1%
Net Income	$18,065	$1,327	+12.6%

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

300

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
Jean Spooner	Chair	40	Director	$0	$0	$0
Gil Johnson	Board member	5	Director	$0	$0	$0
Dina Deaton	Board member	5	Director	$0	$0	$0
David Collier	Board Member	5	Director	$0	$0	$0
Mike McKinney	Board member	2	Director	$0	$0	$0
Paul Groff	Board Member	2	Director	$0	$0	$0
Charles Bachmann	Board Member	2	Director	$0	$0	$0
David Humphrey	Board member	3	Director	$0	$0	$0
Carol Torsone	Board Member	2	Director	$0	$0	$0
Caroline Lalla	Board member	5	Director	$0	$0	$0
Sevanne Person Holden	Board member	2	Director	$0	$0	$0
Jill Heaton	Treasurer	2	Officer	$0	$0	$0
Mary Martorella	Secretary	2	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
2023	No data	No data	No data	No data
2022	$359,991	$341,926	$46,828	$18,065

THE UMSTEAD COALITION