UNITED MANAGEMENT ASSOCIATION (EIN 760335214) - 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

1991

Legal Domicile

Principal Officer

KAYLEE KLEIN

Phone

8728253077

Tax Period

2024-01-01 to 2024-12-31

UNITED MANAGEMENT ASSOCIATION, founded in 1991, is a small nonprofit that reported $233K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $201K left a modest 14% surplus.

Mission

SEE EXPLANATION ON SCHEDULE O.

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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 $219,546

Program Service Revenue $0

Investment Income $13,630

Other Revenue $0

TOTAL REVENUE $233,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $200,902

TOTAL EXPENSES $200,902

Year-over-Year Comparison

	2024	2023	Change
Revenue	$233,176	$213,806	+0.1%
Expenses	$200,902	$137,822	+0.5%
Net Income	$32,274	$75,984	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM HENDRY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JONATHAN IRELAND	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JACQUI KEY	SECRETARY	1.00	Officer Director	$0	$0	$0
KAYLEE KLEIN	TREASURER	1.00	Officer Director	$0	$0	$0
D MITCHELL	PROGRAM DIRECTOR	1.00	Director	$0	$0	$0
KATIE KAMYKOWSKI	PROGRAM DIRECTOR	1.00	Director	$0	$0	$0
AKIN AKINLAWSON	PROGRAM DIRECTOR	1.00	Director	$0	$0	$0
MARIA TAYLOR	EDUCATIONAL/PROFESSIONAL DEVELOPMENT DIRECTOR	1.00	Director	$0	$0	$0
ANGIE HERRERA	LEADERSHIP DEVELOPMENT DIRECTOR	1.00	Director	$0	$0	$0
AMY WARD	COMMUNICATIONS DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN BARRADAS	COMMUNICATIONS DIRECTOR	1.00	Director	$0	$0	$0
VINCENT PASSAFIUME	CHAPTERS DIRECTOR	1.00	Director	$0	$0	$0
ANDREW CHANG	MEMBERSHIP DIRECTOR	1.00	Director	$0	$0	$0
JOE KANNOOKADAN	TECHNOLOGY DIRECTOR	1.00	Director	$0	$0	$0
SHERRY ZHAO	CHIEF OF STAFF	1.00	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
2024	$233,176	$200,902	$578,911	$32,274
2023	$213,806	$137,822	$546,637	$75,984
2022	$175,758	$92,055	$470,653	$83,703
2021	$43,091	$55,475	$386,950	$-12,384
2020	$83,318	$48,365	$399,334	$34,953

UNITED MANAGEMENT ASSOCIATION