UCMC Title Holding Corporation II NFP (EIN 821736040) - 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

Phone

7737021998

Tax Period

2023-07-01 to 2024-06-30

UCMC Title Holding Corporation II NFP, founded in 2016, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $647K, a strong 57% operating margin.

Mission

THE CORPORATION IS ORGANIZED/OPERATED, FOR THE BENEFIT OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER, A TAX-EXEMPT ORGANIZATION RECOGNIZED AS A PUBLIC CHARITY UNDER 501(C)(3).

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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 $0

Program Service Revenue $1,136,126

Investment Income $1

Other Revenue $0

TOTAL REVENUE $1,136,127

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $488,557

Other Expenses $488,837

TOTAL EXPENSES $488,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,136,127	$1,174,562	0.0%
Expenses	$488,837	$466,022	+0.0%
Net Income	$647,290	$708,540	-0.1%

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

N/A

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

$3,369,318

Total Directors

$3,616,351

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IVAN SAMSTEIN	CHAIRMAIN AND DIRECTOR	1.0	Officer Director	$0	$233,504	$1,937,704
JUSTIN KATS	SECRETARY (THRU 3/22/24)	1.0	Officer Director	$0	$57,965	$362,577
MICHELLE SALOMON	SECRETARY	1.0	Officer Director	$0	$37,327	$283,750
PHILLIP KAUFMAN	BOARD MEMBER/TREASURER	1.0	Officer Director	$0	$96,318	$785,287
SHANNON SEAY	BOARD MEMBER (EFF 4/12/24)	1.0	Director	$0	$43,729	$247,033
ANN MCCOLGAN	TREASURER (THRU 5/1/23)	0.0		$0	$26,286	$297,884
GARY GASBARRA	DIRECTOR (THRU 12/6/22)	0.0		$0	$15,856	$447,194

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	$1,136,127	$488,837	$30,662,437	$647,290
2023	$1,174,562	$466,022	$29,956,523	$708,540
2022	$1,206,546	$505,286	$29,184,640	$701,260
2021	$1,233,153	$1,543,853	$28,440,304	$-310,700
2020	$1,255,295	$503,986	$28,692,381	$751,309
2019	$1,273,587	$466,960	$28,116,430	$806,627
2018	$1,014,591	$627,196	$27,292,248	$387,395

UCMC Title Holding Corporation II NFP