UAEYC RICORD (EIN 841421269) - 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

Legal Domicile

Principal Officer

KATIE RICORD

Phone

8016751240

Tax Period

2022-07-01 to 2023-06-30

UAEYC RICORD is a small nonprofit in the Education sector that reported $401K in total revenue in fiscal year 2022. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

EDUCATION FOR CHILDREN AND FAMILIES

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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 $297,358

Program Service Revenue $103,166

Investment Income $30

Other Revenue $0

TOTAL REVENUE $400,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,067

Fundraising Expenses $200

Program Expenses $370,415

Other Expenses $323,017

TOTAL EXPENSES $402,084

Year-over-Year Comparison

	2022	2021	Change
Revenue	$400,554	$286,760	+0.4%
Expenses	$402,084	$286,120	+0.4%
Net Income	$-1,530	$640	-3.4%

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

165

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

$47,472

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE RICORD	EXECUTIVE DI	40.00	Officer	$47,472	$0	$47,472
SHARLIE BARBER	VICE PRESIDE	N/A	Director	$0	$0	$0
EMILY COURAGE	TREASURER	N/A	Director	$0	$0	$0
SARAH ENGLISH	ACCREDITATIO	N/A	Director	$0	$0	$0
AMBERLI FALK	ACCREDITATIO	N/A	Director	$0	$0	$0
TODD HEPWORTH	AT LARGE	N/A	Director	$0	$0	$0
DEBORAH IVIE	NORTHERN REP	N/A	Director	$0	$0	$0
CYRSTAL KNIPPERS	SECRETARY	N/A	Director	$0	$0	$0
SHIRLENE LAW	EASTERN REP	N/A	Director	$0	$0	$0
JARED LISONBEE	PAST PRESIDE	N/A	Director	$0	$0	$0
MELISSA MENDEZ	NAEYC LIASON	N/A	Director	$0	$0	$0
ANCA NEACSU	COMMUNICATIO	N/A	Director	$0	$0	$0
CHRISTY PETERSEN	HOSPITALITY	N/A	Director	$0	$0	$0
JANET WAHLQUIST	MEMBERSHIP	N/A	Director	$0	$0	$0
CONNIE WANG	DEVELOPMENT	N/A	Director	$0	$0	$0
LLSE WILSON	PRESIDENT	N/A	Director	$0	$0	$0
SUE WOMACK	PUBLIC POLIC	N/A	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
2025	No data	No data	No data	No data
2023	$400,554	$402,084	$124,404	$-1,530
2022	$286,760	$286,120	$90,309	$640
2021	$339,072	$286,036	$100,271	$53,036
2019	$222,005	$244,388	$80,972	$-22,383

UAEYC RICORD