Unified

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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

Kathleen Hunt

Phone

4239917790

Tax Period

2024-01-01 to 2024-12-31

Mission

To achieve equitable and excellent public schools for Hamilton County students by creating systemic change through advocacy, grassroots organizing, and building community power.

Program Service Accomplishments

Program 1

Unified creates neighborhood-level teams to build connections between communities and schools. The objective of each team is to create large-scale change within each school, as wells as to share best ideas and practices across the entire system. Simultaneously, Unified advocates for action with the school board, city council, and county commission, to make sure that local government is creating policies and frameworks in which students can thrive. Unified works with parents, teacherse, students, and community leaders in all nine school board disctricts in Hamilton County.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $11,005

TOTAL EXPENSES $11,005

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$191,415	-1.0%
Expenses	$11,005	$293,441	-1.0%
Net Income	N/A	$-102,026	N/A

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Kathleen Hunt	Chair	005.00	Officer Director	$0	$0	$0
Wayne Brown	Vice Chair	001.00	Director	$0	$0	$0
Janet Radden	Secretary	001.00	Officer Director	$0	$0	$0
Dr Joyce Hardaway	Treasurer	001.00	Officer Director	$0	$0	$0
Allison Lebovitz	Member	001.00	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	$11,005	No data	No data
2023	$191,415	$293,441	$15,630	$-102,026
2022	$299,236	$355,872	$119,437	$-56,636
2021	$309,855	$251,220	$168,297	$58,635
2020	$281,792	$309,898	$109,642	$-28,106
2019	$308,508	$594,929	$142,872	$-286,421
2018	$711,599	$649,041	$434,120	$62,558