UNIVERSITY RETIREMENT COMMUNITY FOUNDATION INC (EIN 931301816) - 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

2000

Legal Domicile

Principal Officer

PAUL HART

Phone

8887246424

Tax Period

2021-10-01 to 2022-09-30

UNIVERSITY RETIREMENT COMMUNITY FOUNDATION INC, founded in 2000, is a small nonprofit that reported $601K in total revenue in fiscal year 2021. Revenue surged 247% from the prior year, signaling strong growth momentum. Expenses of $2.2M exceeded revenue, resulting in a 259% operating deficit.

Mission

ACQUIRE, HOLD AND DISTRIBUTE GIFTS TO UNIVERSITY RETIREMENT COMMUNITY AT DAVIS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $550,076

Program Service Revenue $0

Investment Income $50,676

Other Revenue $0

TOTAL REVENUE $600,752

Expense Breakdown

Grants Paid $2,147,564

Salaries & Benefits $0

Fundraising Expenses $739

Program Expenses $2,151,761

Other Expenses $8,496

TOTAL EXPENSES $2,156,060

Year-over-Year Comparison

	2021	2020	Change
Revenue	$600,752	$173,030	+2.5%
Expenses	$2,156,060	$135,217	+14.9%
Net Income	$-1,555,308	$37,813	-42.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL HART	CHAIR	1.00	Officer Director	$0	$0	$0
KIM EICHORN	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN TAYLOR	TREASURER	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
2022	$600,752	$2,156,060	No data	$-1,555,308
2021	$173,030	$135,217	$1,829,474	$37,813
2020	$201,115	$168,318	$1,572,066	$32,797
2019	$140,991	$90,275	$1,476,182	$50,716
2018	$258,240	$-3,030	$1,385,308	$261,270

UNIVERSITY RETIREMENT COMMUNITY FOUNDATION INC