Unite Greater Dallas (EIN 463366457) - 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

2013

Legal Domicile

Principal Officer

Kristi Shaw

Tax Period

2023-01-01 to 2023-12-31

Unite Greater Dallas, founded in 2013, is a small nonprofit in the Religion sector that reported $302K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $286K left a modest 5% surplus.

Mission

Unites mission is to maximize the impact of the Church by convening diverse Christians, focused on equiping the Church to have the largest impact, measuring the impact, representing Christian values, building trust, and sharing the story both inside and outside the Church.

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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 $162,685

Program Service Revenue $138,985

Investment Income $0

Other Revenue $0

TOTAL REVENUE $301,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,477

Fundraising Expenses $0

Program Expenses $261,227

Other Expenses $171,205

TOTAL EXPENSES $285,682

Year-over-Year Comparison

	2023	2022	Change
Revenue	$301,670	$240,999	+0.3%
Expenses	$285,682	$252,434	+0.1%
Net Income	$15,988	$-11,435	-2.4%

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

Total Directors

$2,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anna Blake	Board Member	2.00	Director	$2,250	$0	$2,250
Brandon Baker	Board Member	2.00	Director	$0	$0	$0
Rebecca Walls	Board Member	40.00	Director	$0	$0	$0
Kristi Shaw	SecretaryTreasurer	2.00	Officer Director	$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
2024	No data	No data	No data	No data
2023	$301,670	$285,682	$33,186	$15,988
2022	$240,999	$252,434	$25,013	$-11,435
2021	$235,294	$196,066	$43,788	$39,228
2020	$157,801	$178,555	$12,272	$-20,754
2019	$210,039	$174,900	$47,210	$35,139
2018	$178,890	$223,900	$7,557	$-45,010

Unite Greater Dallas