UNITED CHARITABLE (EIN 204286082) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

JULIA HEALEY

Phone

5716203000

Tax Period

2024-01-01 to 2024-12-31

United Charitable, founded in 2005, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $77.4M in total revenue in fiscal year 2018. Revenue surged 188% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70.1M, a strong 91% operating margin.

Mission

ADMINISTER DONOR-ADVISED FUNDS AND FISCALLY SPONSORED PROGRAMS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,735,058

Program Service Revenue $557,556

Investment Income $2,135,428

Other Revenue $1,267,107

TOTAL REVENUE $19,695,149

Expense Breakdown

Grants Paid $10,294,386

Salaries & Benefits $2,348,075

Fundraising Expenses $188,300

Program Expenses $13,632,798

Other Expenses $3,425,111

TOTAL EXPENSES $16,067,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,695,149	$30,216,663	-0.3%
Expenses	$16,067,572	$21,004,377	-0.2%
Net Income	$3,627,577	$9,212,286	-0.6%

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

Employees

Volunteers

5163

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

$539,723

Total Directors

$249,947

Key Employees

$194,657

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIA HEALEY	CEO, SECRETARY OF BOARD	40.00	Officer Director	$214,928	$35,019	$249,947
JOAN TOWNSEND	CHAIRMAN	1.00	Officer Director	$0	$0	$0
AEJAZ DAR	TREASURER	1.00	Officer Director	$0	$0	$0
RYAN RAMIREZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MONICA GRAY	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS KELLY	DIRECTOR	1.00	Director	$0	$0	$0
RENUKA RACHA	DIRECTOR	1.00	Director	$0	$0	$0
RYAN MCNEIL	DIRECTOR	1.00	Director	$0	$0	$0
ERIC AHN	DIRECTOR	1.00	Director	$0	$0	$0
JABARI BELL	DIRECTOR	1.00	Director	$0	$0	$0
TIM VAUGHN	DIRECTOR	1.00	Director	$0	$0	$0
JASON LEE	DIRECTOR	1.00	Director	$0	$0	$0
STACY L SUMMITT	CONTROLLER	40.00	Officer	$129,516	$33,474	$162,990
JOHN ISAAC LEETH	COMPLIANCE MANAGER	40.00	Officer	$101,462	$25,324	$126,786
HANNIBAL NAVIES	ATHLETES CHARITABLE, VICE PRESIDENT OF DEVELOPMENT	40.00	Key Emp	$170,530	$24,127	$194,657
JILL KUBIT	DEAR TOMORROW, PROGRAM MANAGER	40.00	Highest	$120,700	$13,291	$133,991
EQEQUIEL HEFFES	WATCHLIST, PROGRAM MANAGER	40.00	Highest	$119,435	$6,243	$125,678

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	$19,695,149	$16,067,572	$186,837,966	$3,627,577
2023	$30,216,663	$21,004,377	$184,418,980	$9,212,286
2022	$14,167,826	$42,479,240	$183,385,890	$-28,311,414
2021	$22,185,205	$11,053,022	$209,799,923	$11,132,183
2020	$15,667,637	$6,704,474	$198,547,791	$8,963,163
2019	$31,341,876	$14,211,237	$188,262,446	$17,130,639
2018	$77,449,353	$7,339,066	$165,951,787	$70,110,287

UNITED CHARITABLE