UNITY CONSORTIUM (EIN 471293305) - 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

JUDY KLEIN

Phone

2154997383

Tax Period

2024-01-01 to 2024-12-31

UNITY CONSORTIUM, founded in 2014, is a community nonprofit in the Health Care sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 15% operating deficit.

Mission

UNITY'S MISSION IS TO ESTABLISH, DEVELOP, ENGAGE AND ENSURE: (SEE CONTINUATION ON SCH O)ESTABLISH IMMUNIZATION AS A CENTRAL COMPONENT OF PREVENTIVE HEALTH AND AS AN INVESTMENT IN LIFELONG HEALTH.DEVELOP HEALTHCARE PROVIDERS AS ADVOCATES THAT MAKE STRONG RECOMMENDATIONS FOR ALL NATIONALLY RECOMMENDED VACCINES.ENGAGE PARENTS, ADOLESCENTS, AND YOUNG ADULTS TO EMBRACE THE VALUE OF IMMUNIZATION.ENSURE EASY ACCESS TO AND TIMELY DELIVERY OF ALL RECOMMENDED VACCINES.

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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 $1,183,868

Program Service Revenue $0

Investment Income $64,436

Other Revenue $0

TOTAL REVENUE $1,248,304

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $70,984

Program Expenses $1,249,271

Other Expenses $1,434,547

TOTAL EXPENSES $1,434,547

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,248,304	$1,699,278	-0.3%
Expenses	$1,434,547	$1,250,225	+0.1%
Net Income	$-186,243	$449,053	-1.4%

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

N/A

Volunteers

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
CLAIRE HANNAN	DIRECTOR	1.00	Director	$0	$0	$0
ARDI KAZARIAN	DIRECTOR	1.00	Director	$0	$0	$0
LUIS ROMANO	DIRECTOR	1.00	Director	$0	$0	$0
MITCHEL ROTHHOLZ	DIRECTOR	1.00	Director	$0	$0	$0
LITJEN TAN	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY ZIMET	DIRECTOR	1.00	Director	$0	$0	$0
TAMERA COYNE-BEASLEY	DIRECTOR	1.00	Director	$0	$0	$0
JUDY KLEIN	PRESIDENT & TREASURER	8.00	Officer	$0	$0	$0
JANE QUINN	SECRETARY	8.00	Officer	$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	$1,248,304	$1,434,547	$1,425,927	$-186,243
2023	$1,699,278	$1,250,225	$1,612,445	$449,053
2022	$1,431,470	$1,025,360	$1,162,648	$406,110
2021	$1,358,281	$832,044	$756,538	$526,237
2020	$715,177	$902,991	$229,102	$-187,814
2019	$770,150	$709,572	$416,635	$60,578
2018	$682,600	$637,273	$356,057	$45,327

UNITY CONSORTIUM