THE U HOLDING COMPANY INC (EIN 853335347) - 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 GRAHAM

Phone

8585347479

Tax Period

2024-07-01 to 2025-06-30

THE U HOLDING COMPANY INC, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $731K in total revenue in fiscal year 2024. Expenses of $1.5M exceeded revenue, resulting in a 111% operating deficit.

Mission

THE ACTIVITIES OF THE CORPORATION WILL BE LIMITED TO HOLDING TITLE TO REAL PROPERTY, COLLECTING INCOME THEREFROM, AND TURNING OVER THE ENTIRE AMOUNT THEREOF, LESS EXPENSES, TO THE REGENTS OF THE UNIVERSITY OF CALIFORNIA.

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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 $0

Program Service Revenue $730,892

Investment Income $0

Other Revenue $0

TOTAL REVENUE $730,892

Expense Breakdown

Grants Paid $425,988

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,452,916

Other Expenses $1,118,130

TOTAL EXPENSES $1,544,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$730,892	$730,891	+0.0%
Expenses	$1,544,118	$1,529,643	+0.0%
Net Income	$-813,226	$-798,752	+0.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY WALSHOK	CHAIR	1.00	Officer Director	$0	$0	$0
JEFF GRAHAM	SECRETARY	1.00	Officer Director	$0	$0	$0
COLLINS EJIOGU	TREASURER	5.00	Officer Director	$0	$0	$0
JEFF SILBERMAN	MEMBER	1.00	Director	$0	$0	$0
ROBERT CAPLAN	MEMBER	1.00	Director	$0	$0	$0
BUZZ WOOLLEY	MEMBER	1.00	Director	$0	$0	$0
RAY MCKEWON	MEMBER	1.00	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	$730,892	$1,544,118	$30,571,544	$-813,226
2023	$730,896	$1,517,830	$32,097,418	$-786,934
2022	$762,598	$1,503,860	$32,841,335	$-741,262
2021	$333,750	$728,102	$33,539,601	$-394,352

THE U HOLDING COMPANY INC