UMS-WRIGHT FOUNDATION INC (EIN 631045391) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

VICTOR H LOTT

Phone

2514709030

Tax Period

2024-01-01 to 2024-12-31

UMS-WRIGHT FOUNDATION INC, founded in 1991, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2018. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $736K, a strong 57% operating margin.

Mission

THE FOUNDATION PROVIDES FINANCIAL AID FOR STUDENTS OF UMS-WRIGHT PREPARATORY SCHOOL, A 501(C)(3) ORGANIZATION, AND FUNDS FOR CAPITAL IMPROVEMENTS AND REPAIRS OF SCHOOL FACILITIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $423,788

Program Service Revenue $0

Investment Income $864,783

Other Revenue $14

TOTAL REVENUE $1,288,585

Expense Breakdown

Grants Paid $637,749

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $637,749

Other Expenses $74,723

TOTAL EXPENSES $712,472

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,288,585	$1,021,597	+0.3%
Expenses	$712,472	$647,234	+0.1%
Net Income	$576,113	$374,363	+0.5%

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

$230,000

Total Directors

$230,000

Key Employees

$153,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT M HOPE	TRUSTEE	0.30	Director	$0	$0	$0
VICTOR H LOTT JR	PRESIDENT	0.30	Officer Director	$0	$0	$0
W DAVIS PILOT JR	TRUSTEE	0.30	Director	$0	$0	$0
MADELEINE L DOWNING	TRUSTEE	0.30	Director	$0	$0	$0
JOHN S MCCLELLAND	SECRETARY	0.30	Officer Director	$230,000	$0	$230,000
F MCKINLEY BELL	TRUSTEE	0.30	Director	$0	$0	$0
LAURA M CLARK	TRUSTEE	0.30	Director	$0	$0	$0
R MITCHELL SHACKELFORD	TRUSTEE	0.30	Director	$0	$0	$0
PAIGE B PLASH	TRUSTEE	0.30	Director	$0	$0	$0
ROBERT C BAIRD	EX-OFFICIO	0.30	Director	$0	$0	$0
BROOKS MILLING	TRUSTEE	0.30	Director	$0	$0	$0
ASHLEIGH C LELAND	EX-OFFICIO	0.30	Director	$0	$0	$0
TODD MORRIS	FINANCE DIRECTOR	0.30	Key Emp	$153,500	$0	$153,500

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	$1,288,585	$712,472	$12,076,212	$576,113
2023	$1,021,597	$647,234	$11,509,316	$374,363
2022	$1,226,997	$691,108	$11,134,953	$535,889
2021	$1,554,464	$778,163	$10,599,063	$776,301
2020	$854,524	$598,450	$9,822,762	$256,074
2018	$1,298,268	$562,025	$9,250,396	$736,243

UMS-WRIGHT FOUNDATION INC