UNION CAPITAL BOSTON INC (EIN 471136081) - 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

ERIC LESLIE

Phone

6179716815

Tax Period

2023-07-01 to 2024-06-30

UNION CAPITAL BOSTON INC, founded in 2014, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $1.7M exceeded revenue, resulting in a 18% operating deficit.

Mission

TO ASSIST INDIVIDUALS, FAMILIES AND COMMUNITITES IN THEIR EFFORTS TO OVERCOME POVERTY AND TO CREATE A MOBILE BASED LOYALTY PROGRAM FOR LOW INCOME FAMILIES THAT PROVIDES SOCIAL AND FINANCIAL SERVICE REWARDS.

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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 $1,146,626

Program Service Revenue $266,906

Investment Income $4,720

Other Revenue $0

TOTAL REVENUE $1,418,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $684,645

Fundraising Expenses $89,764

Program Expenses $1,053,438

Other Expenses $993,231

TOTAL EXPENSES $1,677,876

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,418,252	$1,181,897	+0.2%
Expenses	$1,677,876	$1,175,716	+0.4%
Net Income	$-259,624	$6,181	-43.0%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN HALE	TREASURER	2.00	Officer Director	$0	$0	$0
PETER ALVAREZ	DIRECTOR	2.00	Director	$0	$0	$0
JOSHUA VARON	CHAIR	2.00	Officer Director	$0	$0	$0
R NIKKI BARNES	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TRAYCE B BOOTH	DIRECTOR	2.00	Director	$0	$0	$0
SHEENA COLLIER	DIRECTOR	2.00	Director	$0	$0	$0
CLAUDIA OSORIO	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES B GREEN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL PEREZ	DIRECTOR	2.00	Director	$0	$0	$0
MELANIE NEVIN	CLERK	2.00	Officer Director	$0	$0	$0
CATHERINE OWENS	DIRECTOR	2.00	Director	$0	$0	$0
DR TARIANA LITTLE	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$1,418,252	$1,677,876	$389,818	$-259,624
2023	$1,181,897	$1,175,716	$626,683	$6,181
2022	$1,073,104	$879,299	$643,249	$193,805
2021	$1,143,434	$973,628	$462,072	$169,806

UNION CAPITAL BOSTON INC