UNITED WE DREAM ACTION (EIN 465216666) - 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

2014

Legal Domicile

Principal Officer

GREISA MARTINEZ ROSAS

Phone

2027025239

Tax Period

2023-01-01 to 2023-12-31

UNITED WE DREAM ACTION, founded in 2014, is a community nonprofit that reported $1.9M 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 $515K, a strong 27% operating margin.

Mission

UNITED WE DREAM ACTION SEEKS TO IMPROVE THE LIVES OF IMMIGRANTS AND PEOPLE OF COLOR BY EMPOWERING IMMIGRANT YOUTH AND FAMILIES TO LEAD EFFORTS THAT ADVANCE JUSTICE AND EQUITY FOR IMMIGRANTS AND COMMUNITIES OF COLOR THROUGH POLICY CHANGE.

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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 $1,920,799

Program Service Revenue $2,500

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,923,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $383,613

Fundraising Expenses $124,596

Program Expenses $1,016,462

Other Expenses $969,167

TOTAL EXPENSES $1,408,103

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,923,299	$3,155,821	-0.4%
Expenses	$1,408,103	$3,477,263	-0.6%
Net Income	$515,196	$-321,442	-2.6%

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

1412

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

$100,180

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN HOWARD	CHAIR (THRU JULY 2023)	2.00	Officer Director	$0	$0	$0
JOSHUA BERNSTEIN	SECRETARY	2.00	Officer Director	$0	$0	$0
GREGORY CENDANA	TREASURER	2.00	Officer Director	$0	$0	$0
AUSTIN THOMPSON	BOARD MEMBER	2.00	Director	$0	$0	$0
ABRIL GALLARDO CERVERA	BOARD MEMBER	2.00	Director	$0	$0	$0
TIFFANY DENA LOFTIN	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE PARK	CHAIR (FROM AUG 2023)	2.00	Director	$0	$0	$0
GREISA MARTINEZ ROSAS	EXECUTIVE DIRECTOR	18.00	Officer	$91,848	$5,004	$96,852
GEEHYUM SUSSAN LEE	MANAGING DIRECTOR/CFO	1.00	Officer	$3,065	$263	$3,328

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	$1,923,299	$1,408,103	$3,240,487	$515,196
2022	$3,155,821	$3,477,263	$3,042,329	$-321,442
2021	$3,709,864	$2,191,403	$3,519,568	$1,518,461
2020	$2,827,683	$2,644,673	$2,173,795	$183,010
2019	$1,405,550	$603,669	$1,354,383	$801,881
2018	$2,013,727	$2,055,774	$735,149	$-42,047

UNITED WE DREAM ACTION