UNIVERSAL ORLANDO FOUNDATION INC (EIN 593510383) - 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

1998

Legal Domicile

Principal Officer

JOHN SPROULS

Phone

4072243729

Tax Period

2024-01-01 to 2024-12-31

UNIVERSAL ORLANDO FOUNDATION INC, founded in 1998, is a community nonprofit in the Education sector that reported $3.9M in total revenue in fiscal year 2024. Expenses of $3.7M left a modest 3% surplus.

Mission

THE FOUNDATION SEEKS TO PROMOTE THE QUALITY OF LIFE IN THE CENTRAL FLORIDA COMMUNITY, ADDRESSING NEEDS AND CONCERNS PRIMARILY IN THE AREAS OF EDUCATION, CHILDREN, FAMILY AND BASIC NEEDS.

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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 $3,806,069

Program Service Revenue $0

Investment Income $0

Other Revenue $67,975

TOTAL REVENUE $3,874,044

Expense Breakdown

Grants Paid $2,938,568

Salaries & Benefits $45,428

Fundraising Expenses $595,543

Program Expenses $2,983,996

Other Expenses $757,840

TOTAL EXPENSES $3,741,836

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,874,044	$3,667,273	+0.1%
Expenses	$3,741,836	$3,300,412	+0.1%
Net Income	$132,208	$366,861	-0.6%

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

161

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

$2,057,352

Total Directors

$6,042,865

Key Employees

$325,708

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE READ	SR. DIRECTOR	30.00	Director	$0	$34,449	$224,003
JOHN SPROULS	PRESIDENT	1.00	Officer Director	$0	$0	$0
TRACEY STOCKWELL	TREASURER	1.00	Officer Director	$0	$62,416	$968,214
JUDITH LUENGAS	SECRETARY	1.00	Officer Director	$0	$50,088	$659,568
SANDRA CHEN	ASSISTANT SECRETARY	1.00	Officer Director	$0	$44,137	$429,570
DAVE BARTEK	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE GUNDACKER	DIRECTOR	1.00	Director	$0	$52,511	$970,216
MICHAEL HANLEY	DIRECTOR	1.00	Director	$0	$0	$0
SCOT LAFERTE	DIRECTOR	1.00	Director	$0	$42,398	$879,556
PETER LATHAM	DIRECTOR	1.00	Director	$0	$0	$0
CATHY ROTH	DIRECTOR	1.00	Director	$0	$55,398	$1,226,723
BRAD SINGH	DIRECTOR	1.00	Director	$0	$54,570	$685,015
XIOMARA WILEY	DIRECTOR	1.00	Director	$0	$0	$0
DIANE O'DELL	EXECUTIVE DIRECTOR	15.00	Key Emp	$0	$31,710	$325,708

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	$3,874,044	$3,741,836	$2,923,750	$132,208
2023	$3,667,273	$3,300,412	$3,074,608	$366,861
2022	$3,284,967	$4,021,894	$2,816,915	$-736,927
2021	$2,579,504	$2,986,863	$2,937,590	$-407,359
2020	$2,678,663	$3,053,580	$3,476,366	$-374,917
2019	$3,308,043	$3,538,543	$4,462,516	$-230,500
2018	$3,396,548	$4,088,185	$5,035,281	$-691,637

UNIVERSAL ORLANDO FOUNDATION INC