UNDER ONE ROOF INC (EIN 061377860) - 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

1993

Legal Domicile

Principal Officer

KATE GUTHRIE

Phone

2038544660

Tax Period

2024-01-01 to 2024-12-31

UNDER ONE ROOF INC, founded in 1993, is a small nonprofit in the Human Services sector that reported $927K in total revenue in fiscal year 2024. Expenses of $812K left a modest 12% surplus.

Mission

UNDER ONE ROOF, INC. IS A NONPROFIT ORGANIZATION DEDICATED TO FOSTERING INTERGENERATIONAL CONNECTIONS WHILE ADDRESSING THE PRESSING NEEDS OF AFFORDABLE HOUSING FOR OLDER ADULTS AND ACCESSIBLE EARLY CHILDHOOD EDUCATION FOR YOUNG CHILDREN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $486,045

Program Service Revenue $378,803

Investment Income $62,606

Other Revenue $0

TOTAL REVENUE $927,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $515,809

Fundraising Expenses $0

Program Expenses $682,661

Other Expenses $295,903

TOTAL EXPENSES $811,712

Year-over-Year Comparison

	2024	2023	Change
Revenue	$927,454	$889,918	+0.0%
Expenses	$811,712	$823,314	0.0%
Net Income	$115,742	$66,604	+0.7%

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

$138,635

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK SHIELDS	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBRA A SIMONS	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK LILLIEDAHL	TREASURER	1.00	Officer Director	$0	$0	$0
JAYESH BHANSALI	DIRECTOR	1.00	Director	$0	$0	$0
MARGE COSTA	DIRECTOR	1.00	Director	$0	$0	$0
ART EBERT	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ICENA	DIRECTOR	1.00	Director	$0	$0	$0
JAYSON-ANN JOHNSON	DIRECTOR (AS OF 07/24)	1.00	Director	$0	$0	$0
MICHELE PISKIN	DIRECTOR	1.00	Director	$0	$0	$0
SHARON ROSEN	DIRECTOR	1.00	Director	$0	$0	$0
YVONNE SENTURIA	DIRECTOR	1.00	Director	$0	$0	$0
GERALDINE TOBIAS	DIRECTOR (AS OF 07/24)	1.00	Director	$0	$0	$0
KATIE FITZMAURICE	EXECUTIVE DIRECTOR	10.00	Officer	$36,671	$452	$138,635

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	$927,454	$811,712	$1,297,776	$115,742
2023	$889,918	$823,314	$1,155,874	$66,604
2022	$885,623	$746,856	$1,034,324	$138,767
2021	$943,336	$667,544	$1,537,336	$275,792
2020	$749,869	$634,186	$1,492,314	$115,683
2019	$777,779	$743,053	$1,435,558	$34,726
2018	$746,383	$757,598	$1,441,610	$-11,215

UNDER ONE ROOF INC