United for A Fair Economy Inc (EIN 043286118) - 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

1994

Legal Domicile

Principal Officer

Elisa Jeannette Huezo

Phone

6174232148

Tax Period

2023-07-01 to 2024-06-30

United for A Fair Economy Inc, founded in 1994, is a small nonprofit in the Social Science sector that reported $937K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 11% operating deficit.

Mission

United for a Fair Economy challenges the concentration of wealth and power by using popular economics education, trainings and creative communications to support social movements working for a resilient, sustainable and equitable economy.

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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 $935,308

Program Service Revenue $2,348

Investment Income $-744

Other Revenue $0

TOTAL REVENUE $936,912

Expense Breakdown

Grants Paid $0

Salaries & Benefits $672,181

Fundraising Expenses $114,802

Program Expenses $745,349

Other Expenses $367,255

TOTAL EXPENSES $1,039,436

Year-over-Year Comparison

	2023	2022	Change
Revenue	$936,912	$1,203,290	-0.2%
Expenses	$1,039,436	$1,307,201	-0.2%
Net Income	$-102,524	$-103,911	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

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
Anne Price	Chair	5.00	Officer Director	$0	$0	$0
Gloribell Mota end 1223	Vice President	5.00	Officer Director	$0	$0	$0
Esther H Ewing	Treasurer	5.00	Officer Director	$0	$0	$0
Farad Ali end 1223	Director	5.00	Director	$0	$0	$0
Steve O'Neill end 1223	Director	5.00	Director	$0	$0	$0
Mike Munoz	Director	5.00	Director	$0	$0	$0
Phyllis Utley	Director	5.00	Director	$0	$0	$0
Susan Williams	Director	5.00	Director	$0	$0	$0
Kahidha Stone	Director	5.00	Director	$0	$0	$0
Elizabeth Pellerito	Director	5.00	Director	$0	$0	$0
Elisa Jeannette Huezo	Executive Director	32.00	Highest	$105,508	$23,584	$129,092

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	No data	No data	No data	No data
2024	$936,912	$1,039,436	$359,101	$-102,524
2023	$1,203,290	$1,307,201	$462,383	$-103,911
2022	$1,095,778	$998,877	$565,502	$96,901
2021	$788,524	$851,905	$558,137	$-63,381
2020	$796,433	$1,025,040	$506,902	$-228,607
2020	$915,927	$1,017,509	$506,902	$-101,582
2019	$1,075,620	$869,617	$625,170	$206,003
2019	$1,075,620	$869,617	$625,170	$206,003

United for A Fair Economy Inc