EASTER SEALS UCP FOUNDATION INC

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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

JAMES HILTY

Phone

9197838898

Tax Period

2018-07-01 to 2019-06-30

EASTER SEALS UCP FOUNDATION INC, founded in 1999, is a small nonprofit that reported $116K in total revenue in fiscal year 2018. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $3.1M exceeded revenue, resulting in a 2548% operating deficit.

Mission

THE ENTITY IS A NOT-FOR-PROFIT CHARITABLE ORGANIZATION DEDICATED TO BEING A LIFELONG PARTNER TO PEOPLE MANAGING DISABILITIES AND MENTAL HEALTH CHALLENGES

Program Service Accomplishments

Program 1

Expenses: $34,375

EASTER SEALS UCP FOUNDATION, INC. WAS FORMED FOR THE PURPOSE OF ADVANCING THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF INDIVIDUALS WITH CEREBRAL PALSY AND OTHER DEVELOPMENTAL DISABILITIES AND TO PROVIDE PRIVATE FINANCIAL RESOURCES TO ITS AFFILIATED ORGANIZATION(S) THROUGH ACTIVITIES SUCH AS CAPITAL AND ENDOWMENT GIVING.

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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 (2018)

Revenue Breakdown

Contributions & Grants $11,543

Program Service Revenue $0

Investment Income $68,662

Other Revenue $36,000

TOTAL REVENUE $116,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,375

Other Expenses $3,077,034

TOTAL EXPENSES $3,077,034

Year-over-Year Comparison

	2018	2017	Change
Revenue	$116,205	$90,013	+0.3%
Expenses	$3,077,034	$61,916	+48.7%
Net Income	$-2,960,829	$28,097	-106.4%

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

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

$493,480

Total Directors

$285,944

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUANNE WELCH	PRESIDENT &	2.00	Officer Director	$0	$4,800	$285,944
MICHAEL SCHULTZE	BOARD CHAIR	1.00	Director	$0	$0	$0
ANDY BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE SWEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
STUART DORSETT	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN MCCAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MEG WAGNER-DIGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES HILTY	CFO	2.00	Officer	$0	$4,817	$207,536

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
2019	$116,205	$3,077,034	No data	$-2,960,829
2018	$90,013	$61,916	$3,243,128	$28,097