United Friend Group Home (EIN 237396644) - 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

1974

Legal Domicile

Principal Officer

Richard Massey

Phone

2067828705

Tax Period

2024-07-01 to 2025-06-30

United Friend Group Home, founded in 1974, is a community nonprofit in the Human Services sector that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 27% operating margin.

Mission

To empower people with developmental disabilities to enjoy quality lives and experience the best of home, health, family, and community

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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 $1,085,076

Program Service Revenue $3,516,960

Investment Income $408,384

Other Revenue $0

TOTAL REVENUE $5,010,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,171,751

Fundraising Expenses $0

Program Expenses $3,386,492

Other Expenses $501,611

TOTAL EXPENSES $3,673,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,010,420	$3,959,350	+0.3%
Expenses	$3,673,362	$3,996,479	-0.1%
Net Income	$1,337,058	$-37,129	-37.0%

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

$241,739

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey Appelgate	Director	40.00	Officer	$125,568	$0	$125,568
Richard Massey	Executive Dir.	40.00	Officer	$116,171	$0	$116,171
Delores Kannas	President	1.00	Officer Director	$0	$0	$0
Lance Haraldson	Vice President	1.00	Officer Director	$0	$0	$0
Mark Bailey	Treasurer	1.00	Officer Director	$0	$0	$0
Dianne Graham	Secretary	1.00	Officer Director	$0	$0	$0
Sandra Hiramatsu	Director	1.00	Director	$0	$0	$0
Janet Rice	Director	1.00	Director	$0	$0	$0
Buonprasong Song Conant	Director	1.00	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	$5,010,420	$3,673,362	$7,164,869	$1,337,058
2024	No data	No data	No data	No data
2023	$3,934,822	$3,526,449	$5,492,363	$408,373
2022	$3,485,149	$3,107,975	$4,971,579	$377,174
2021	$3,722,701	$2,988,962	$5,128,825	$733,739
2020	$3,194,346	$2,827,951	$4,185,137	$366,395
2019	$2,653,506	$2,376,849	$3,553,020	$276,657
2018	$2,407,276	$2,214,432	$3,181,489	$192,844

United Friend Group Home