UNITUS INVESTMENT MANAGEMENT (EIN 202049475) - 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

2005

Legal Domicile

Phone

8013628998

Tax Period

2024-01-01 to 2024-12-31

UNITUS INVESTMENT MANAGEMENT, founded in 2005, is a community nonprofit in the International Affairs sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 2554% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 91% operating margin.

Mission

Manage Investments supporting Unitus Labs Mission

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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 $1,108,416

Program Service Revenue $0

Investment Income $108,061

Other Revenue $0

TOTAL REVENUE $1,216,477

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,274

Other Expenses $15,274

TOTAL EXPENSES $115,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,216,477	$45,842	+25.5%
Expenses	$115,274	$5,263	+20.9%
Net Income	$1,101,203	$40,579	+26.1%

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
Joseph Grenny	Secretary	1.00	Officer	$0	$0	$0
Mike Murray	Chairman	1.00	Officer	$0	$0	$0
Timothy Stay	Director VP Treasurer	2.00	Officer	$0	$0	$0
Robert Gay	Board Member	1.00	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
2025	No data	No data	No data	No data
2024	$1,216,477	$115,274	$3,715,581	$1,101,203
2023	$45,842	$5,263	$2,614,378	$40,579
2022	$-51,934	$55,951	$2,573,799	$-107,885
2020	$412,339	$207,006	$2,681,684	$205,333

UNITUS INVESTMENT MANAGEMENT