UPHA MEMBERSHIP ORGANIZATION INC (EIN 611160197) - 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

1989

Legal Domicile

Principal Officer

JENNIFER MELLENKAMP

Phone

8592315070

Tax Period

2023-01-01 to 2023-12-31

UPHA MEMBERSHIP ORGANIZATION INC, founded in 1989, is a small nonprofit that reported $487K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $863K exceeded revenue, resulting in a 77% operating deficit.

Mission

TO BETTER CONDITIONS OF THOSE ENGAGED IN THE PURSUIT OF VARIOUS EQUINE RELATED ACTIVITIES.

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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 $216,565

Program Service Revenue $263,729

Investment Income $6,980

Other Revenue $0

TOTAL REVENUE $487,274

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $664,733

Other Expenses $862,996

TOTAL EXPENSES $862,996

Year-over-Year Comparison

	2023	2022	Change
Revenue	$487,274	$541,755	-0.1%
Expenses	$862,996	$768,908	+0.1%
Net Income	$-375,722	$-227,153	+0.7%

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

125

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

$97,203

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIMMY ROBERTSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
PAUL BOONE	FIRST VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KRISTEN CARTER	SECOND VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MELISSA SMITH	SECRETARY	5.00	Officer Director	$0	$0	$0
CHUCK HERBERT	TREASURER	5.00	Officer Director	$0	$0	$0
CINDY MUGNIER	IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMES TAYLOR	DIRECTOR AT LARGE	5.00	Officer Director	$0	$0	$0
JAMES NICHOLS	DIRECTOR AT LARGE	5.00	Officer Director	$0	$0	$0
MATTHEW ROBERTS	DIRECTOR	5.00	Director	$0	$0	$0
SUZANNE HABEREK	DIRECTOR	5.00	Director	$0	$0	$0
MARK BODNAR	DIRECTOR	5.00	Director	$0	$0	$0
KENT SWALLA	DIRECTOR	5.00	Director	$0	$0	$0
AVERY SCHEURICH	DIRECTOR	5.00	Director	$0	$0	$0
BILL WALLER	DIRECTOR	5.00	Director	$0	$0	$0
TODD GRAHAM	DIRECTOR	5.00	Director	$0	$0	$0
WENDY CARNEY	DIRECTOR	5.00	Director	$0	$0	$0
SARAH LAWSON BARCLAY	DIRECTOR	5.00	Director	$0	$0	$0
EVAN ORR	DIRECTOR	5.00	Director	$0	$0	$0
PHIL PRICE	DIRECTOR	5.00	Director	$0	$0	$0
PAGE CHAMPION	DIRECTOR	5.00	Director	$0	$0	$0
NEALIA MCCRACKEN	DIRECTOR	5.00	Director	$0	$0	$0
SARAH RUSSELL	DIRECTOR	5.00	Director	$0	$0	$0
LESLIE MELVIN	DIRECTOR	5.00	Director	$0	$0	$0
KAYLA WOOTERS KLAAS	DIRECTOR	5.00	Director	$0	$0	$0
CAITLIN ILICH	DIRECTOR	5.00	Director	$0	$0	$0
ASHLEY COOK - FLETCHER	DIRECTOR	5.00	Director	$0	$0	$0
JENNIFER MELLENKAMP	EXECUTIVE DIRECTOR	20.00	Officer	$0	$10,151	$97,203

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	$487,274	$862,996	$1,037,078	$-375,722
2022	$541,755	$768,908	$743,079	$-227,153
2021	$807,020	$217,486	$881,036	$589,534
2020	$536,300	$788,474	$281,801	$-252,174
2019	$531,389	$442,414	$332,542	$88,975
2018	$663,149	$715,998	$178,338	$-52,849

UPHA MEMBERSHIP ORGANIZATION INC