UNQUITY HOUSE CORPORATION (EIN 043581983) - 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

2001

Legal Domicile

Principal Officer

W PAUL NEEDHAM

Phone

6176983005

Tax Period

2023-01-01 to 2023-12-31

UNQUITY HOUSE CORPORATION, founded in 2001, is a community nonprofit in the Human Services sector that reported $2.5M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $590K, a strong 24% operating margin.

Mission

TO MEET THE NEEDS OF THE SENIORS IN MILTON BY PROVIDING HOUSING AND SERVICES.

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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 $2,277,756

Investment Income $200,446

Other Revenue $0

TOTAL REVENUE $2,478,202

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,664,478

Other Expenses $1,887,940

TOTAL EXPENSES $1,887,940

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,478,202	$2,234,668	+0.1%
Expenses	$1,887,940	$1,955,759	0.0%
Net Income	$590,262	$278,909	+1.1%

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
JOHN LOONEY MD	TRUSTEE	0.30	Director	$0	$0	$0
PAUL NEEDHAM	PRESIDENT	0.50	Officer Director	$0	$0	$0
MARITTA CRONIN	SECRETARY	0.50	Officer Director	$0	$0	$0
MICHAEL BRADY	TRUSTEE	0.30	Director	$0	$0	$0
CAROL SULLIVAN	TRUSTEE	0.30	Director	$0	$0	$0
EWALD CHARLES	TRUSTEE	0.30	Director	$0	$0	$0
GEORGE GEARY	TREASURER	0.50	Officer Director	$0	$0	$0
BRANCH LANE	TRUSTEE	0.30	Director	$0	$0	$0
MICHAEL SULLIVAN	TRUSTEE	0.30	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	$2,478,202	$1,887,940	$8,067,526	$590,262
2022	$2,234,668	$1,955,759	$7,465,981	$278,909
2021	$2,227,037	$1,761,541	$7,241,525	$465,496
2020	$2,227,459	$1,748,998	$6,655,819	$478,461
2019	$2,220,261	$1,745,174	$6,108,398	$475,087
2018	$2,137,230	$1,622,299	$5,585,089	$514,931

UNQUITY HOUSE CORPORATION