Ukiah Autumn Leaves (EIN 942298946) - 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

1975

Legal Domicile

Phone

7074625550

Tax Period

2023-01-01 to 2023-12-31

Ukiah Autumn Leaves, founded in 1975, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Expenses of $997K left a modest 14% surplus.

Mission

Low income housing for the elderly.

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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 $0

Program Service Revenue $1,149,059

Investment Income $9,163

Other Revenue $0

TOTAL REVENUE $1,158,222

Expense Breakdown

Grants Paid $0

Salaries & Benefits $284,059

Fundraising Expenses $0

Program Expenses $630,473

Other Expenses $712,822

TOTAL EXPENSES $996,881

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,158,222	$1,110,466	+0.0%
Expenses	$996,881	$958,673	+0.0%
Net Income	$161,341	$151,793	+0.1%

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

N/A

Employees

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
Lorenda House	Propertymanager	40.00	Director	$0	$0	$0
Morgan Baynham	Member	2.00	Director	$0	$0	$0
Jeff Box	President	2.00	Director	$0	$0	$0
Karina McAbee Cotler	Member	2.00	Director	$0	$0	$0
Patricia Pien Ris-Yarbrough	Member	2.00	Director	$0	$0	$0
Annie Waters	Secretary	5.00	Officer	$0	$0	$0
Lorenda House	Property manager	40.00		$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	$1,158,222	$996,881	$2,695,864	$161,341
2022	$1,110,466	$958,673	$2,608,545	$151,793
2021	$121,885	No data	$2,501,995	No data
2020	$132,148	No data	$2,508,096	No data
2019	$146,109	No data	$2,372,300	No data
2018	$241,791	No data	$2,278,002	No data

Ukiah Autumn Leaves