UNITY TEMPLE RESTORATION FOUNDATION (EIN 237346437) - 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

1973

Legal Domicile

Principal Officer

HEIDI RUEHLE

Phone

7083838873

Tax Period

2023-07-01 to 2024-06-30

UNITY TEMPLE RESTORATION FOUNDATION, founded in 1973, is a small nonprofit in the Religion sector that reported $231K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $777K exceeded revenue, resulting in a 237% operating deficit.

Mission

TO RESTORE AND PRESERVE UNITY TEMPLE, PROMOTE PUBLIC AWARENESS, AND EDUCATE THE GENERAL PUBLIC.

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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 $216,377

Program Service Revenue $4,511

Investment Income $10,042

Other Revenue $0

TOTAL REVENUE $230,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $261,103

Fundraising Expenses $126,593

Program Expenses $546,953

Other Expenses $516,171

TOTAL EXPENSES $777,274

Year-over-Year Comparison

	2023	2022	Change
Revenue	$230,930	$353,528	-0.3%
Expenses	$777,274	$696,504	+0.1%
Net Income	$-546,344	$-342,976	+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

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

$207,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA THOMPSON	BOARD PRESIDENT	4.00	Officer Director	$0	$0	$0
LEO KOONMEN	BOARD TREASURER	4.00	Officer Director	$0	$0	$0
JULIE WILLOUGHBY	BOARD SECRETARY	4.00	Officer Director	$0	$0	$0
ED MCDEVITT	BOARD MEMBER	4.00	Director	$0	$0	$0
ROSA SANTOS	BOARD MEMBER	4.00	Director	$0	$0	$0
RONALD SCHERUBEL	BOARD MEMBER	4.00	Director	$0	$0	$0
ANTONY WOOD	BOARD MEMBER	4.00	Director	$0	$0	$0
SARA BARNETT	BOARD MEMBER	4.00	Director	$0	$0	$0
BRAD WHITE	BOARD PAST-PRESIDENT	4.00	Director	$0	$0	$0
HEIDI RUEHLE	EXECUTIVE DIRECTOR	40.00	Officer	$207,500	$0	$207,500

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	No data	No data	No data	No data
2024	$230,930	$777,274	$189,622	$-546,344
2023	$353,528	$696,504	$735,047	$-342,976
2022	$256,467	$210,795	$997,141	$45,672
2021	$420,946	$713,643	$973,321	$-292,697
2020	$511,143	$504,228	$1,245,049	$6,915
2019	$579,136	$673,409	$1,240,191	$-94,273

UNITY TEMPLE RESTORATION FOUNDATION