United Hemophilia Foundation (EIN 813826935) - 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

2016

Legal Domicile

Principal Officer

Harvey I Gates

Phone

8449325333

Tax Period

2023-01-01 to 2023-12-31

United Hemophilia Foundation, founded in 2016, is a small nonprofit in the Diseases & Disorders sector that reported $201K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $234K exceeded revenue, resulting in a 16% operating deficit.

Mission

To provide education awareness and advocacy to people with hemophilia and other rare bleeding disorders in order to enhance their health, wellness, and overall quality of life.

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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 $186,182

Program Service Revenue $9,200

Investment Income $0

Other Revenue $6,000

TOTAL REVENUE $201,382

Expense Breakdown

Grants Paid $3,583

Salaries & Benefits $92,873

Fundraising Expenses $0

Program Expenses $220,420

Other Expenses $137,853

TOTAL EXPENSES $234,309

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,382	$242,991	-0.2%
Expenses	$234,309	$315,318	-0.3%
Net Income	$-32,927	$-72,327	-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

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
Harvey Gates	President/CEO	20.00	Officer	$0	$0	$0
Shonna James	Vice President	2.00	Officer	$0	$0	$0
Dena Coney	Treasurer	5.00	Officer	$0	$0	$0
Mary Edmondson	Secretary	2.00	Officer	$0	$0	$0
Beverly Grant-Holston	Director	2.00	Officer	$0	$0	$0
Dr Carletha Gates	Executive Director	40.00	Key Emp	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$201,382	$234,309	$6,476	$-32,927
2022	$242,991	$315,318	$39,403	$-72,327
2021	$244,285	$209,028	$111,730	$35,257
2020	$205,214	$183,631	$92,073	$21,583

United Hemophilia Foundation