THE PLANNING OFFICE OF URBAN AFFAIRS FOUNDATION INC (EIN 814752235) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

WILLIAM GROGAN

Phone

6173508885

Tax Period

2023-01-01 to 2023-12-31

THE PLANNING OFFICE OF URBAN AFFAIRS FOUNDATION INC, founded in 2016, is a small nonprofit in the Religion sector that reported $513K in total revenue in fiscal year 2023. The organization ran a surplus of $438K, a strong 85% operating margin.

Mission

TO DEVELOP INSTITUTIONAL SUPPORT IN ORDER TO SUPPORT AND ADVANCE THE MISSION OF THE PLANNING OFFICE FOR URBAN AFFAIRS, INC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $600,000

Program Service Revenue $0

Investment Income $-86,513

Other Revenue $0

TOTAL REVENUE $513,487

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $75,885

TOTAL EXPENSES $75,885

Year-over-Year Comparison

	2023	2022	Change
Revenue	$513,487	$-18,496	-28.8%
Expenses	$75,885	$70,504	+0.1%
Net Income	$437,602	$-89,000	-5.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$342,762

Total Directors

$342,762

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM GROGAN	TREASURER/SECRETARY	0.10	Officer Director	$0	$41,329	$342,762
KEVIN TIERNEY SR	PRESIDENT	0.10	Officer Director	$0	$0	$0
FRANK KEEFE	TRUSTEE	0.10	Director	$0	$0	$0
SEAN MCGRATH	TRUSTEE	0.10	Director	$0	$0	$0
ANNE MARGUILES	TRUSTEE	0.10	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	No data	No data	No data	No data
2023	$513,487	$75,885	$11,641,307	$437,602
2022	$-18,496	$70,504	$9,738,219	$-89,000
2021	$2,655,377	$72,995	$11,385,316	$2,582,382
2020	$166,209	$12,487	$7,861,094	$153,722

THE PLANNING OFFICE OF URBAN AFFAIRS FOUNDATION INC