URBAN WOOD ECONOMY INC (EIN 852627900) - 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

2020

Legal Domicile

Principal Officer

JEFF CARROLL

Phone

3019130008

Tax Period

2024-07-01 to 2025-06-30

URBAN WOOD ECONOMY INC, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $560K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $507K left a modest 9% surplus.

Mission

URBAN WOOD ECONOMY DEVELOPS AN ENTERPRISE-DRIVEN MODEL FOR CAPTURING CARBON, CREATING JOBS, AND STOPPING THE CYCLE OF WOOD WASTE BEFORE IT BEGINS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $46,457

Program Service Revenue $513,990

Investment Income $0

Other Revenue $0

TOTAL REVENUE $560,447

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $314,315

Fundraising Expenses $0

Program Expenses $383,702

Other Expenses $172,999

TOTAL EXPENSES $507,314

Year-over-Year Comparison

	2024	2023	Change
Revenue	$560,447	$464,914	+0.2%
Expenses	$507,314	$389,855	+0.3%
Net Income	$53,133	$75,059	-0.3%

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

$59,665

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF CARROLL	CEO	40.00	Officer	$58,920	$745	$59,665
DIPA SHARIF-AHMED	TREASURER	1.00	Officer Director	$0	$0	$0
HUGO S LAM	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
YENIE TRAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN MCELROY	SECRETARY	1.00	Officer Director	$0	$0	$0
NEIL ELLIOT	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
SCOTT WARD	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
JENNIFER SZELIGA	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
JOE LEHNEN	BOARD MEMBER	1.00	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
2025	$560,447	$507,314	$146,220	$53,133
2024	$464,914	$389,855	$57,397	$75,059
2023	$270,249	$320,264	$15,549	$-50,015

URBAN WOOD ECONOMY INC