SEVENTH PRINCIPLE PROJECT OF THE UUA (EIN 020530982) - 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

1992

Legal Domicile

Principal Officer

Susanna Wu-Pong Calvert

Phone

9148157001

Tax Period

2022-07-01 to 2023-06-30

SEVENTH PRINCIPLE PROJECT OF THE UUA, founded in 1992, is a small nonprofit in the Human Services sector that reported $318K in total revenue in fiscal year 2022. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $105K, a strong 33% operating margin.

Mission

Unitarian Universalist Ministry for Earth is a seedbed for spiritual grounding and education that inspires deep practices of Earth care justice and flourishing for all.

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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 (2022)

Revenue Breakdown

Contributions & Grants $318,114

Program Service Revenue $0

Investment Income $3

Other Revenue $0

TOTAL REVENUE $318,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $134,886

Fundraising Expenses $46,094

Program Expenses $28,243

Other Expenses $77,883

TOTAL EXPENSES $212,769

Year-over-Year Comparison

	2022	2021	Change
Revenue	$318,117	$153,226	+1.1%
Expenses	$212,769	$198,027	+0.1%
Net Income	$105,348	$-44,801	-3.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susanna Wu-Pong Calvert	Chairperson	3.00	Officer	$0	$0	$0
Elizabeth Tomic	Treasurer	3.00	Officer	$0	$0	$0
Kevin Carson	Director	1.00	Director	$0	$0	$0
Rashid Shaikh	Director	1.00	Director	$0	$0	$0
Lauren Levwood	Director	1.00	Director	$0	$0	$0
Swamini Saraswati	Director	1.00	Director	$0	$0	$0
Audette Fulbright Fulson	Director	1.00	Director	$0	$0	$0
Jolynda Peterson	Director	3.00	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
2023	$318,117	$212,769	$202,949	$105,348

SEVENTH PRINCIPLE PROJECT OF THE UUA