THE UNION PRINTERS HOME FOUNDATION (EIN 840404262) - 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

1890

Legal Domicile

Principal Officer

DAN WASSER

Phone

4122548304

Tax Period

2020-01-01 to 2020-12-31

THE UNION PRINTERS HOME FOUNDATION, founded in 1890, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $256K in total revenue in fiscal year 2020. Revenue fell 30% from the prior year — a significant decline worth monitoring. Net assets of $7.1M represent 332 months of operating reserves.

Mission

THE MISSION OF THE FOUNDATION IS TO BENEFIT THE EDUCATION, TRAINING AND OTHER CHARITABLE NEEDS OF ELIGIBLE RECIPIENTS AS DETERMINED BY THE MEMBERS OF THE CORPORATION.

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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 (2020)

Revenue Breakdown

Contributions & Grants $51

Program Service Revenue $0

Investment Income $220,635

Other Revenue $35,442

TOTAL REVENUE $256,128

Expense Breakdown

Grants Paid $87,525

Salaries & Benefits $30,707

Fundraising Expenses $47

Program Expenses $149,461

Other Expenses $150,704

TOTAL EXPENSES $268,936

Year-over-Year Comparison

	2020	2019	Change
Revenue	$256,128	$364,366	-0.3%
Expenses	$268,936	$511,874	-0.5%
Net Income	$-12,808	$-147,508	-0.9%

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
DAN WASSER	PRESIDENT/ACTING TREASURER	10.00	Officer Director	$0	$0	$0
MATT THEODORE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BARB RETTIG	VICE-PRESIDENT OF DEVELOPM	5.00	Officer Director	$0	$0	$0
DANA LAFATA	ACTING SECRETARY/VP OF EDUCATIONAL OUTREACH	5.00	Officer 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
2020	$256,128	$268,936	$7,092,247	$-12,808
2019	$364,366	$511,874	$6,715,166	$-147,508
2018	$198,678	$123,184	$6,229,883	$75,494

THE UNION PRINTERS HOME FOUNDATION