UNICO FOUNDATION INC (EIN 396127273) - 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

1961

Legal Domicile

Phone

9738080035

Tax Period

2024-07-01 to 2025-06-30

UNICO FOUNDATION INC, founded in 1961, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $695K, a strong 67% operating margin.

Mission

THE ACCOMPLISHMENTS INCLUDE SCHOLARSHIPS TO INDIVIDUAL STUDENTS AND CULTURAL MATCHING OF GRANTS AND AWARDS.ALSO SUPPORTS HOSPITALS THAT ENGAGE IN COOLEY'S ANEMIA RESEARCH, AS WELL AS MENTAL HEALTH RESEARCH.

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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 $204,906

Program Service Revenue $0

Investment Income $821,652

Other Revenue $11,900

TOTAL REVENUE $1,038,458

Expense Breakdown

Grants Paid $293,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $293,650

Other Expenses $50,053

TOTAL EXPENSES $343,703

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,038,458	$502,291	+1.1%
Expenses	$343,703	$301,750	+0.1%
Net Income	$694,755	$200,541	+2.5%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
LUCIANO DIRICO	Trustee	Director	$0	$0	$0
Robert Tarte	Trustee	Director	$0	$0	$0
Rose Anne Cearaso-Fritche	Trustee	Director	$0	$0	$0
Richard DiLiberto	Trustee	Director	$0	$0	$0
Paula Varsalona-Marino	Trustee	Director	$0	$0	$0
FRANK T BLASI	Trustee	Director	$0	$0	$0
Christopher DiMattio	Chairman	Director	$0	$0	$0
Mario Giovannucci	Treasurer	Director	$0	$0	$0
NINA HELD	Trustee	Director	$0	$0	$0
Frank LoRe	Trustee	Director	$0	$0	$0
Michael Veselka	Vice Chair	Director	$0	$0	$0
Frank LoRe	Trustee	Director	$0	$0	$0
KATHI STROZZA	Trustee	Director	$0	$0	$0
Morris Borea	Trustee	Director	$0	$0	$0
Lee Norelli	Trustee	Director	$0	$0	$0
ANTHONY G D'ALESSIO	AUDITOR	Officer	$0	$0	$0
Linda-Gayle Alati	Trustee	Officer	$0	$0	$0
John Chiara	GENERAL COUNCIL	Officer	$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	$1,038,458	$343,703	$6,284,266	$694,755
2024	$502,291	$301,750	$5,589,511	$200,541
2023	$317,783	$249,508	$5,166,407	$68,275
2022	$294,263	$237,309	$4,817,029	$56,954
2021	$270,140	$174,929	$5,417,882	$95,211
2020	$549,810	$282,017	$4,234,637	$267,793
2019	$647,020	$214,115	$4,244,145	$432,905

UNICO FOUNDATION INC