CENTRAL ADAMS UNIVSERV UNIT (EIN 840752351) - 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

1972

Legal Domicile

Principal Officer

DAVID R LOCKLEY

Phone

3034573324

Tax Period

2023-09-01 to 2024-08-31

CENTRAL ADAMS UNIVSERV UNIT, founded in 1972, is a small nonprofit in the Employment sector that reported $602K in total revenue in fiscal year 2023.

Mission

ADVOCATE IN THE INTEREST OF PUBLIC EDUCATION EMPLOYEES AND PROMOTE QUALITY EDUCATION.

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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 $602,194

Program Service Revenue $0

Investment Income $145

Other Revenue $0

TOTAL REVENUE $602,339

Expense Breakdown

Grants Paid $0

Salaries & Benefits $479,339

Fundraising Expenses $0

Other Expenses $147,797

TOTAL EXPENSES $627,136

Year-over-Year Comparison

	2023	2022	Change
Revenue	$602,339	$599,670	+0.0%
Expenses	$627,136	$569,602	+0.1%
Net Income	$-24,797	$30,068	-1.8%

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

500

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

$228,795

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINA AUTOBEE	DIRECTOR	40.00	Director	$134,907	$30,726	$165,633
MARY BETH MURPHY	DIRECTOR	40.00	Director	$49,824	$13,338	$63,162
DAVE LOCKLEY	TREASURER	1.00	Officer Director	$0	$0	$0
JASON MALMBERG	COUNCIL MEMBER	1.00	Director	$0	$0	$0
BARB HAGGERTY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHEY RUYBAL	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
SHARYL KAY LAWSON	SECRETARY	1.00	Officer Director	$0	$0	$0
ANGELA CONNELLY	COUNCIL MEMBER	1.00	Director	$0	$0	$0
STEVE LASH	COUNCIL MEMBER	1.00	Director	$0	$0	$0
DEBORAH ENGLE	COUNCIL MEMBER	1.00	Director	$0	$0	$0
YVONNE BRADFORD	FORMER DIRECTOR	40.00		$83,800	$16,158	$99,958

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	$602,339	$627,136	$554,280	$-24,797
2023	$599,670	$569,602	$579,077	$30,068
2022	$591,865	$530,159	$551,556	$61,706
2021	$598,793	$489,560	$489,850	$109,233
2020	$561,124	$484,603	$382,151	$76,521
2019	$541,202	$540,219	$305,630	$983

CENTRAL ADAMS UNIVSERV UNIT