U-Lead Athens Inc (EIN 821571203) - 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

2017

Legal Domicile

Tax Period

2022-01-01 to 2022-12-31

U-Lead Athens Inc, founded in 2017, is a small nonprofit in the Education sector that reported $211K in total revenue in fiscal year 2022.

Mission

Assist with access to higher education for immigrant families. Activities involve tutoring, assistance with college applications, and financial aid.

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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 (2022)

Revenue Breakdown

Contributions & Grants $206,136

Program Service Revenue $0

Investment Income $4,952

Other Revenue $0

TOTAL REVENUE $211,088

Expense Breakdown

Grants Paid $187,441

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,801

Other Expenses $19,784

TOTAL EXPENSES $207,225

Year-over-Year Comparison

	2022	2021	Change
Revenue	$211,088	$210,862	+0.0%
Expenses	$207,225	$218,860	-0.1%
Net Income	$3,863	$-7,998	-1.5%

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

120

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
Jo Beth Allen	Past President	20.00	Director	$0	$0	$0
Manuela S Pacheco	Board Member	3.00	Director	$0	$0	$0
Angela Meltzer	Treasurer	3.00	Officer	$0	$0	$0
Betina Kaplan	President	10.00	Officer	$0	$0	$0
Melissa P Rhym	Secretary	8.00	Officer	$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
2022	$211,088	$207,225	$255,114	$3,863
2021	$210,862	$218,860	$251,251	$-7,998

U-Lead Athens Inc