Unbound (EIN 431243999) - 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

1981

Legal Domicile

Phone

8008756564

Tax Period

2024-01-01 to 2024-12-31

Unbound, founded in 1981, is a major nonprofit in the Human Services sector that reported $136.4M in total revenue in fiscal year 2024.

Mission

Unbound's mission is to support families and communities worldwide on their self-directed paths out of poverty. We measure our goals and the impact of our work under five strategic pillars. Pillar 1: Eliminate poverty through economic support and goal setting. Pillar 2: Empower women through dignified work and decision making. Pillar 3: Advance education through resources and motivation. Pillar 4: Build community through groups of mutual support and community-driven development projects. Pillar 5: Promote well-being of all ages through older adult inclusion and psycho-social supports.

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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 $131,911,191

Program Service Revenue $407,643

Investment Income $4,080,352

Other Revenue $280

TOTAL REVENUE $136,399,466

Expense Breakdown

Grants Paid $113,143,301

Salaries & Benefits $11,793,210

Fundraising Expenses $6,647,231

Program Expenses $120,716,605

Other Expenses $7,495,301

TOTAL EXPENSES $132,434,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$136,399,466	$139,968,625	0.0%
Expenses	$132,434,117	$138,906,695	0.0%
Net Income	$3,965,349	$1,061,930	+2.7%

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

113

Volunteers

2576

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

$815,522

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY JONES	DIRECTOR (ALL OF 2024) DEPUTY CGO (JAN-JULY 2024)	2.0	Officer Director	$0	$0	$0
EMMA MILLER	DIRECTOR/CGO	5.0	Officer Director	$0	$0	$0
LISSA HAAG	DIRECTOR (ALL OF 2024) DEPUTY CGO (BEG JULY 2024)	3.0	Officer Director	$0	$0	$0
ABBY MARIE J ROHR	DIRECTOR	3.0	Director	$0	$0	$0
DENNIS BERNARDO	DIRECTOR	2.0	Director	$0	$0	$0
FR CYRUS GALLAGHER	PREACHER REP (NON-VOTING)(BEG JULY 2024)	1.0	Director	$0	$0	$0
FRANKLIN J POPEK	DIRECTOR (BEG JULY 2024)	1.0	Director	$0	$0	$0
GRACE CASACLANG-VERZOSA	DIRECTOR (BEG JULY 2024)	1.0	Director	$0	$0	$0
JOE BARKER	DIRECTOR (RETIRED JULY 2024)	4.0	Director	$0	$0	$0
KIRSTEN EVANS	DIRECTOR (BEG JULY 2024)	1.0	Director	$0	$0	$0
LISA PHILLIP	DIRECTOR	2.0	Director	$0	$0	$0
SUSAN JOHNSON	DIRECTOR (RETIRED OCTOBER 2024)	1.0	Director	$0	$0	$0
TAYLOR BUCKLEY	DIRECTOR (BEG JULY 2024)	1.0	Director	$0	$0	$0
ASHLEY HUFFT	INTERIM PRES./CEO (UNTIL MARCH 2024 ) PRES./CEO (BEG MARCH 2024) (NON-VOTING)	55.0	Officer	$308,530	$41,278	$349,808
JILL NELSON	SECRETARY (NON-VOTING)(BEG JULY 2024)/FIN ANALYSIS MGR	40.0	Officer	$80,832	$41,760	$122,592
MARTIN KRAUS	TREASURER (NON-VOTING)/CFO	50.0	Officer	$180,011	$39,253	$219,264
WILLIAM HANSEN	SECRETARY (NON-VOTING)(RETIRED JULY 2024)/VP FINANCE	45.0	Officer	$105,359	$18,499	$123,858
ANDREA EWING	CHIEF OPERATING OFFICER	45.0	Highest	$206,737	$49,291	$256,028
DAN WINHOLTZ PEARSON	CHIEF INTERNATIONAL PROGRAM OFFICER	45.0	Highest	$178,928	$44,430	$223,358
KRISTINA THOMPSON	VICE PRESIDENT, MARKETING & COMMUNICATIONS	45.0	Highest	$153,064	$41,787	$194,851
ROB MCELROY	CHIEF TECHNOLOGY OFFICER	45.0	Highest	$171,635	$45,317	$216,952
STEVEN MARTIN	VICE PRESIDENT, TECHNOLOGY INFRASTRUCTURE	45.0	Highest	$141,044	$41,606	$182,650

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	$136,399,466	$132,434,117	$90,966,050	$3,965,349
2023	$139,968,625	$138,906,695	$86,157,997	$1,061,930
2022	$139,345,487	$136,243,715	$83,366,432	$3,101,772
2021	$145,382,985	$135,492,527	$85,403,834	$9,890,458
2020	$141,524,232	$133,689,530	$78,090,406	$7,834,702
2019	$139,369,940	$133,172,401	$66,631,551	$6,197,539
2018	$135,781,176	$130,129,305	$58,407,839	$5,651,871

Unbound