VIRGIN UNITE USA INC (EIN 203963486) - 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

Principal Officer

KATHERINE HUNT MORR

Phone

2124979086

Tax Period

2023-01-01 to 2023-12-31

VIRGIN UNITE USA INC, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.8M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 26% operating margin.

Mission

PROMOTE ENTREPRENEURIAL APPROACHES TO SOCIAL AND EVIRONMENTAL ISSUES AND ADMINSTRATION OF VARIOUS FUNDRAISING ACTIVITES.

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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 $5,680,494

Program Service Revenue $0

Investment Income $78,435

Other Revenue $0

TOTAL REVENUE $5,758,929

Expense Breakdown

Grants Paid $2,704,061

Salaries & Benefits $0

Fundraising Expenses $39,298

Program Expenses $4,156,412

Other Expenses $1,529,153

TOTAL EXPENSES $4,233,214

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,758,929	$4,383,907	+0.3%
Expenses	$4,233,214	$4,807,153	-0.1%
Net Income	$1,525,715	$-423,246	-4.6%

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

N/A

Employees

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
KATHERINE HUNT MORR	DIRECTOR	Officer	$0	$0	$0
CHRISTINE CHOI	OFFICER	Officer	$0	$0	$0
STEPHEN ATTENBOROUGH	OFFICER	Officer	$0	$0	$0
JEAN OELWANG	OFFICER	Officer	$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	$5,758,929	$4,233,214	$6,201,136	$1,525,715
2022	$4,383,907	$4,807,153	$3,634,382	$-423,246
2021	$3,415,307	$6,512,717	$4,075,760	$-3,097,410
2020	$1,676,699	$7,724,487	$7,244,056	$-6,047,788
2019	$4,506,648	$12,594,065	$14,736,857	$-8,087,417

VIRGIN UNITE USA INC