UPLANDS VILLAGE

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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

1922

Legal Domicile

Principal Officer

NOAH MOORE

Phone

9312773518

Tax Period

2023-07-01 to 2024-06-30

UPLANDS VILLAGE, founded in 1922, is a mid-sized nonprofit in the Human Services sector that reported $14.1M in total revenue in fiscal year 2023. Expenses of $13.4M left a modest 5% surplus.

Mission

THE MISSION OF UPLANDS IS TO BUILD AN EXCEPTIONAL CARING COMMUNITY THAT INSPIRES ALL TO THRIVE WITH DIGNITY AND INDEPENDENCE.

Program Service Accomplishments

Program 1

Expenses: $9,597,108 Revenue: $12,076,773

THE MISSION OF UPLANDS VILLAGE IS TO PROVIDE AN AFFORDABLE AND INTELLECTUALLY STIMILATING CONTINUING CARE RETIREMENT COMMUNITY THAT IS COMMITTED TO DELIVERING SUPERIOR CARE TO SENIOR ADULTS WHO HAVE BEEN AND REMAIN COMMITTED TO ISSUES OF SOCIAL JUSTICE AND A FAITHFUL TRADITION OF SERVICE TO OTHERS.

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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 $1,440,226

Program Service Revenue $12,016,134

Investment Income $526,472

Other Revenue $104,679

TOTAL REVENUE $14,087,511

Expense Breakdown

Grants Paid $14,250

Salaries & Benefits $7,467,678

Fundraising Expenses $0

Program Expenses $9,597,108

Other Expenses $5,896,081

TOTAL EXPENSES $13,378,009

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,087,511	$13,567,317	+0.0%
Expenses	$13,378,009	$12,620,259	+0.1%
Net Income	$709,502	$947,058	-0.3%

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

267

Volunteers

115

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

$179,767

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE CHITIYO	DIRECTOR	2.00	Director	$0	$0	$0
DERRICK CLEMOW	DIRECTOR	2.00	Director	$0	$0	$0
MIKE GOTCHER	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM FREY	DIRECTOR	2.00	Director	$0	$0	$0
K RAY HILL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TOM MITCHELL	DIRECTOR	2.00	Director	$0	$0	$0
MARC OVERLOCK	DIRECTOR	2.00	Director	$0	$0	$0
DEBRA GRAHAM	CHAIR	2.00	Officer Director	$0	$0	$0
NANCY ACKLEY	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL READINGER	TREASURER	2.00	Officer Director	$0	$0	$0
STEVE MASTERSON	DIRECTOR	2.00	Director	$0	$0	$0
MARGARET MCCUTCHEN	SECRETARY	2.00	Officer Director	$0	$0	$0
HERSCHEL MURNER	PRESIDENT/CEO	40.00	Officer	$179,767	$0	$179,767
JENNIFER SHELBY	MARKETING COORDINATOR	40.00	Highest	$114,132	$0	$114,132

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	No data	No data	No data	No data
2024	$14,087,511	$13,378,009	$17,511,879	$709,502
2023	$13,567,317	$12,620,259	$17,038,084	$947,058
2022	$11,050,132	$11,530,134	$15,899,140	$-480,002
2021	$10,892,676	$11,021,767	$17,702,262	$-129,091
2020	$12,075,377	$10,856,825	$18,216,480	$1,218,552
2019	$10,103,240	$11,047,515	$17,501,532	$-944,275