UNITY FOUNDATION OF LA PORTE COUNTY (EIN 351658674) - 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

1991

Legal Domicile

Principal Officer

MAGGI SPARTZ

Phone

2198790327

Tax Period

2024-01-01 to 2024-12-31

UNITY FOUNDATION OF LA PORTE COUNTY, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.8M in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.2M, a strong 54% operating margin.

Mission

UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY.

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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 $4,515,005

Program Service Revenue $698,986

Investment Income $2,436,148

Other Revenue $110,388

TOTAL REVENUE $7,760,527

Expense Breakdown

Grants Paid $1,690,212

Salaries & Benefits $647,117

Fundraising Expenses $327,402

Program Expenses $2,723,171

Other Expenses $1,239,103

TOTAL EXPENSES $3,576,432

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,760,527	$4,546,726	+0.7%
Expenses	$3,576,432	$3,194,512	+0.1%
Net Income	$4,184,095	$1,352,214	+2.1%

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

N/A

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

$169,401

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON GILMORE	CHAIR	2.00	Officer Director	$0	$0	$0
EDWARD VOLK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DR VIDYA KORA	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
JAMES KAMINSKI	DIRECTOR	2.00	Officer Director	$0	$0	$0
STEPHANIE OBERLIE	DIRECTOR	2.00	Officer Director	$0	$0	$0
DIANA KABELIN CORLEY	AT-LARGE	2.00	Officer Director	$0	$0	$0
PAUL APPLEGATE	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA NELSON DEUITCH	DIRECTOR	2.00	Director	$0	$0	$0
DR BARBARA EASON-WATKINS	DIRECTOR	2.00	Director	$0	$0	$0
LAURA FRANCESCONI	DIRECTOR	2.00	Director	$0	$0	$0
KATHY HENRICH	DIRECTOR	2.00	Director	$0	$0	$0
KATIE EATON	DIRECTOR	2.00	Director	$0	$0	$0
DALE PARKISON	DIRECTOR	2.00	Director	$0	$0	$0
RONALD RAGAINS	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT RICE	DIRECTOR	2.00	Director	$0	$0	$0
KIM SAUERS	DIRECTOR	2.00	Director	$0	$0	$0
SETH SPENCER	DIRECTOR	2.00	Director	$0	$0	$0
MAGGI SPARTZ	PRESIDENT	40.00	Officer	$144,081	$25,320	$169,401

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	$7,760,527	$3,576,432	$51,453,529	$4,184,095
2023	$4,546,726	$3,194,512	$45,563,116	$1,352,214
2022	$3,912,417	$3,431,759	$40,050,237	$480,658
2021	$7,498,867	$3,033,468	$47,494,280	$4,465,399
2020	$4,561,196	$2,956,573	$38,201,358	$1,604,623
2019	$3,704,024	$3,047,705	$35,170,170	$656,319
2018	$3,877,427	$2,976,328	$30,341,859	$901,099

UNITY FOUNDATION OF LA PORTE COUNTY