UNIVERSAL INSTITUTE FOR SUCCESSFUL AGING OF CAROLI UISAC

EIN: 611699305 501(c)(3) Human Services

CHARLOTTE, NC

Total Revenue
$163,086
Total Expenses
N/A
Total Assets
N/A
Net Assets
N/A
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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
2012
Legal Domicile
NC
Principal Officer
GHANSHYAM BHATT
Phone
7044911186
Tax Period
2025-01-01 to 2025-12-31

UNIVERSAL INSTITUTE FOR SUCCESSFUL AGING OF CAROLI UISAC, founded in 2012, is a small nonprofit in the Human Services sector that reported $163K in total revenue in fiscal year 2025. Revenue fell 58% from the prior year — a significant decline worth monitoring.

Mission

Assisting refugee, immigrant and minority (RIM) communities get acclimated to living in the US without losing heritage in their native country

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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 (2025)

Revenue Breakdown

Contributions & Grants $133,736
Program Service Revenue $29,350
Investment Income $0
Other Revenue $0
TOTAL REVENUE $163,086

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $157,685
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2025 2024 Change
Revenue $163,086 $385,571 -0.6%
Expenses N/A $368,345 -1.0%
Net Income N/A $17,226 N/A
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
N/A
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
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GHANSHYAM BHATT PRESIDENT 020.00
Director
$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
2025 $163,086 No data No data No data
2024 $385,571 $368,345 No data $17,226
2023 $317,999 $315,094 No data $2,905
2022 $370,140 $344,708 No data $25,432
2021 No data $302,470 No data No data
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