VALUES UNITED (EIN 264716045) - 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

2009

Legal Domicile

Principal Officer

LIBBY LIU

Phone

5716455470

Tax Period

2024-01-01 to 2024-12-31

VALUES UNITED, founded in 2009, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $2.1M exceeded revenue, resulting in a 57% operating deficit.

Mission

SEE PAGE 2, PART III.

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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 $1,334,533

Program Service Revenue $28,014

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,362,547

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,209,429

Fundraising Expenses $255,319

Program Expenses $1,237,590

Other Expenses $888,929

TOTAL EXPENSES $2,141,858

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,362,547	$1,256,759	+0.1%
Expenses	$2,141,858	$1,893,540	+0.1%
Net Income	$-779,311	$-636,781	+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

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

$387,441

Total Directors

$108,032

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN TYE	CHIEF DISC. OFF., BOARD VP	4.50	Officer Director	$90,604	$17,428	$108,032
LYDIA BEAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
LAUREN BARTLETT	SECRETARY	2.00	Officer Director	$0	$0	$0
SIMONE GRIMES	TREASURER	2.00	Officer Director	$0	$0	$0
MYLES TAYLOR	BOARD MEMBER	2.00	Director	$0	$0	$0
LIBBY LIU	CEO	52.00	Officer	$246,034	$33,375	$279,409
NAOMI SELIGMAN	ASSOC VP OF COMM. AND ADVOCACY	40.00	Highest	$210,749	$56,525	$267,274
KYLE GARDINER	DIR. OF OPER., SR. COUNSEL	40.00	Highest	$136,404	$13,841	$150,245
RADIM DRAGOMACA	CHIEF STRATEGY OFFICER	40.00	Highest	$119,116	$820	$119,936

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	$1,362,547	$2,141,858	$1,747,334	$-779,311
2023	$1,256,759	$1,893,540	$1,871,767	$-636,781
2022	$3,716,490	$2,054,499	$2,315,240	$1,661,991
2021	$2,194,006	$2,294,363	$562,035	$-100,357
2020	$2,458,218	$2,017,501	$392,515	$440,717
2020	$2,458,218	$2,017,501	$392,515	$440,717
2019	$1,407,915	$1,168,132	$666,754	$239,783

VALUES UNITED