THE UNITY FOUNDATION (EIN 203420789) - 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

2004

Legal Domicile

Principal Officer

PETER NELSON

Phone

3204916417

Tax Period

2024-01-01 to 2024-12-31

THE UNITY FOUNDATION, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $190K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $172K left a modest 10% surplus.

Mission

OUR MISSION IS TO ENCOURAGE AND FACILITATE UNITY IN CHRIST IN THE ALEXANDRIA AREA.

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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 $149,600

Program Service Revenue $38,594

Investment Income $1,600

Other Revenue $608

TOTAL REVENUE $190,402

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,460

Fundraising Expenses $0

Program Expenses $142,789

Other Expenses $109,314

TOTAL EXPENSES $171,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,402	$141,326	+0.3%
Expenses	$171,774	$133,120	+0.3%
Net Income	$18,628	$8,206	+1.3%

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

$62,263

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER NELSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOE SALO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
NICOLE KLIMEK	TREASURER	1.00	Officer Director	$0	$0	$0
MARK DETERDING	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
GABE ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
LEE BACKHAUS	DIRECTOR	1.00	Director	$0	$0	$0
ERIN BERNS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH BOLL	DIRECTOR	1.00	Director	$0	$0	$0
SAUNDRA LAUER	DIRECTOR	1.00	Director	$0	$0	$0
TERYL MAGAARD	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG OLSON	DIRECTOR	1.00	Director	$0	$0	$0
BRETT PARADIS	DIRECTOR	1.00	Director	$0	$0	$0
KEN SNYDER	DIRECTOR	1.00	Director	$0	$0	$0
CARL VAAGENES	DIRECTOR	1.00	Director	$0	$0	$0
BRAD VANDERTUIN	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY WITT	DIRECTOR	1.00	Director	$0	$0	$0
KELSI TIMM	EXECUTIVE DIRECTOR	1.00	Officer	$62,263	$0	$62,263

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	$190,402	$171,774	$121,445	$18,628
2019	$145,444	$152,143	$236,020	$-6,699
2018	$148,935	$134,577	$242,719	$14,358

THE UNITY FOUNDATION