ULGM REAL ESTATE HOLDINGS INC (EIN 874082659) - 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

2021

Legal Domicile

Principal Officer

RUBEN L ANTHONY JR

Phone

6087291200

Tax Period

2023-01-01 to 2023-12-31

ULGM REAL ESTATE HOLDINGS INC, founded in 2021, is a community nonprofit in the Human Services sector that reported $5.2M in total revenue in fiscal year 2023. Revenue surged 119% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.2M, a strong 100% operating margin.

Mission

TO HOLD TITLE TO PROPERTY (BLACK BUSINESS HUB), COLLECT INCOME THEREFROM, AND TURN THE ENTIRE AMOUNT, LESS EXPENSES, TO THE URBAN LEAGUE OF GREATER MADISON, INC

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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 $5,032,785

Program Service Revenue $150,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,182,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $18,162

TOTAL EXPENSES $18,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,182,785	$2,370,080	+1.2%
Expenses	$18,162	$6,045	+2.0%
Net Income	$5,164,623	$2,364,035	+1.2%

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

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

$247,254

Total Directors

$247,254

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUBEN L ANTHONY JR	PRESIDENT	1.00	Officer Director	$0	$10,799	$247,254
GLORIA LADSON-BILLINGS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BETH CURLEY-PRESTINE	SECRETARY	1.00	Officer Director	$0	$0	$0
SALLY MARTYNIAK	TREASURER	1.00	Officer Director	$0	$0	$0
DWIGHT MCDONALD	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$5,182,785	$18,162	$31,488,425	$5,164,623
2022	$2,370,080	$6,045	$27,286,006	$2,364,035

ULGM REAL ESTATE HOLDINGS INC