UNION COLONY SCHOOLS (EIN 208681586) - 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

2007

Legal Domicile

Phone

9706734546

Tax Period

2024-07-01 to 2025-06-30

UNION COLONY SCHOOLS, founded in 2007, is a mid-sized nonprofit in the Education sector that reported $11.0M in total revenue in fiscal year 2024. Expenses of $10.5M left a modest 4% surplus.

Mission

UNION COLONY SCHOOL PROVIDES A COLLEGE PREPARATORY PUBLIC EDUCATION TO STUDENTS GRADES K-12.

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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 $1,217,270

Program Service Revenue $9,534,900

Investment Income $205,849

Other Revenue $0

TOTAL REVENUE $10,958,019

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,819,996

Fundraising Expenses $0

Program Expenses $9,143,100

Other Expenses $5,680,430

TOTAL EXPENSES $10,500,426

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,958,019	$10,833,601	+0.0%
Expenses	$10,500,426	$9,725,817	+0.1%
Net Income	$457,593	$1,107,784	-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

104

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
HEATHER BUNYAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
VERONICA ARMENDARIZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
REBECCA THOMPSON	TREASURER	1.00	Officer Director	$0	$0	$0
BETZY VALDEZ	DIRECTOR	1.00	Director	$0	$0	$0
SHANTAE SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEIGH JACKS	SECRETARY	1.00	Officer 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	$10,958,019	$10,500,426	$25,842,526	$457,593
2024	$10,833,601	$9,725,817	$27,732,251	$1,107,784
2023	$10,862,208	$10,108,631	$24,382,329	$753,577
2022	$12,462,148	$12,124,070	$24,102,817	$338,078
2021	$9,680,421	$11,498,835	$21,931,027	$-1,818,414
2020	$10,208,298	$9,748,489	$22,888,466	$459,809
2019	$9,528,609	$12,112,661	$22,736,348	$-2,584,052
2018	$17,844,231	$13,395,896	$25,051,843	$4,448,335

UNION COLONY SCHOOLS