UNITY HOUSE OF TROY INC (EIN 232378930) - 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

1981

Legal Domicile

Principal Officer

DAVID BACH

Phone

5182742607

Tax Period

2023-01-01 to 2023-12-31

UNITY HOUSE OF TROY INC, founded in 1981, is a mid-sized nonprofit in the Mental Health sector that reported $35.7M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $34.5M left a modest 3% surplus.

Mission

PROVIDES PROGRAMS DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR PEOPLE LIVING IN POVERTY, ADULTS WITH MENTAL ILLNESS, VICTIMS OF DOMESTIC VIOLENCE, CHILDREN WITH DEVELOPMENTAL DELAYS AND THEIR FAMILIES, PEOPLE LIVING WITH HIV-AIDS, AND OTHERS WHOSE NEEDS CAN EFFECTIVELY BE MET BY THE ORGANIZATION'S SERVICES AND PHILOSOPHY.

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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 $895,145

Program Service Revenue $33,646,154

Investment Income $1,169,690

Other Revenue $0

TOTAL REVENUE $35,710,989

Expense Breakdown

Grants Paid $3,346,442

Salaries & Benefits $22,817,647

Fundraising Expenses $83,777

Program Expenses $29,590,546

Other Expenses $8,379,711

TOTAL EXPENSES $34,543,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,710,989	$32,361,815	+0.1%
Expenses	$34,543,800	$31,379,268	+0.1%
Net Income	$1,167,189	$982,547	+0.2%

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

533

Volunteers

325

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

$624,671

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ELLIS	MEMBER AT LARGE	2.00	Officer Director	$0	$0	$0
GWEN WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
ERIKA MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES SLAVIN	MEMBER AT LARGE	2.00	Officer Director	$0	$0	$0
NOREEN MCKEE	MEMBER AT LARGE	2.00	Officer Director	$0	$0	$0
BETH MUTHERSBAUGH	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL DIACETIS	MEMBER AT LARGE	2.00	Officer Director	$0	$0	$0
KAREN SIMMONS	MEMBER AT LARGE	2.00	Officer Director	$0	$0	$0
GERALD WASHINGTON	DIRECTOR	1.00	Director	$0	$0	$0
TARA TOOMAJIAN	SECRETARY	2.00	Officer Director	$0	$0	$0
CARLO FUSCO	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
DRUE SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
FRANK SARRATORI	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LEVINE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ROCHE	DIRECTOR	1.00	Director	$0	$0	$0
JILL WINTERS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SHIPHERD	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA VAN ALSTYNE	DIRECTOR	1.00	Director	$0	$0	$0
ERIN VICKERS	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA RAS	DIRECTOR	1.00	Director	$0	$0	$0
NATALEGE TURNER-HASSELL	DIRECTOR	1.00	Director	$0	$0	$0
KATE MANLEY	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER ZEGARELLI	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDER COURTNEY	DIRECTOR	1.00	Director	$0	$0	$0
KATE KOVAL	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
JEAN WATTS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BACH	CHIEF EXECUTIVE OFFICER	37.50	Officer	$202,038	$0	$202,038
MILINDA REED	CHIEF OPERATING OFFICER	37.50	Officer	$193,929	$24,189	$218,118
STACEY FAULISI	CFO	37.50	Officer	$191,902	$12,613	$204,515
SUSAN RIMKUNAS	DIRECTOR OF EDUCATION SERV	37.50	Highest	$133,872	$0	$133,872
TRACY KETCHAM	CONTROLLER	37.50	Highest	$125,708	$0	$125,708
NANCY RIDER	DIRECTOR OF NORTHEAST CARE	37.50	Highest	$119,822	$0	$119,822
TABITHA DUNN	DIRECTOR OF DOMESTIC VIOLENCE SERVICES	37.50	Highest	$119,361	$0	$119,361
ANDREA RYAN	DIRECTOR OF GRANTS & CONTRACTS	37.50	Highest	$118,823	$0	$118,823

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	$35,710,989	$34,543,800	$33,087,241	$1,167,189
2022	$32,361,815	$31,379,268	$31,706,465	$982,547
2021	$33,067,043	$29,167,340	$28,458,005	$3,899,703
2020	$25,365,810	$24,901,820	$23,027,002	$463,990
2019	$23,600,795	$23,243,990	$20,695,586	$356,805
2018	$23,047,889	$22,738,759	$19,627,606	$309,130

UNITY HOUSE OF TROY INC