UNITY HEALTHCARE FOUNDATION (EIN 421525031) - 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

2001

Legal Domicile

Principal Officer

SHAWN MORROW

Phone

3097792200

Tax Period

2023-01-01 to 2023-12-31

UNITY HEALTHCARE FOUNDATION, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $101K in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $40K, a strong 40% operating margin.

Mission

PROVIDE FINANCIAL ASSISTANCE TO UNITY HEALTHCARE TO HELP ENABLE IT TO CARRY OUT ITS EXEMPT FUNCTION

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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 $8,423

Program Service Revenue $0

Investment Income $92,652

Other Revenue $0

TOTAL REVENUE $101,075

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $22,755

Fundraising Expenses $45,683

Program Expenses $1,000

Other Expenses $37,178

TOTAL EXPENSES $60,933

Year-over-Year Comparison

	2023	2022	Change
Revenue	$101,075	$164,945	-0.4%
Expenses	$60,933	$932,443	-0.9%
Net Income	$40,142	$-767,498	-1.1%

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

N/A

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

$708,095

Total Directors

$83,097

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONI AXEL	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
JOHN BECKEY	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
TONI ELLER OD	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN EVERSMEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON GREGORY FR 0223	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADLEY HODAPP	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE JOHANNSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY LOGEL TO 0223	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSEY PHILLIPS	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT WEIS MD	BOARD MEMBER	1.00	Director	$0	$3,946	$83,097
CARRIE ZORICH FR 0223	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL POHL	EXEC DIRECTOR	1.00	Officer	$0	$41,141	$177,810
KATHERINE MARCHIK	SR VP FINANCE/CFO	1.00	Officer	$0	$101,132	$530,285

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	No data	No data	No data	No data
2023	$101,075	$60,933	$2,923,768	$40,142
2022	$164,945	$932,443	$2,677,116	$-767,498
2021	$300,296	$91,210	$3,167,786	$209,086
2020	$194,582	$83,412	$2,904,899	$111,170
2019	$284,994	$70,794	$2,688,281	$214,200
2018	$333,161	$756,311	$2,254,280	$-423,150

UNITY HEALTHCARE FOUNDATION