UNLESS U INC (EIN 472035114) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer

DOUG WILLIAMSON

Phone

2052155209

Tax Period

2023-07-01 to 2024-06-30

UNLESS U INC is a small nonprofit in the Human Services sector that reported $992K in total revenue in fiscal year 2018. Revenue surged 238% from the prior year, signaling strong growth momentum. The organization ran a surplus of $715K, a strong 72% operating margin.

Mission

UNLESS U IS COMMITTED TO SERVING ADULTS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES THROUGH CONTINUING EDUCATION, LIFE SKILLS, AND SOCIAL SKILLS. OUR SERVICES CREATE AN ENVIRONMENT THAT PROMOTES INDEPENDENCE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,164,895

Program Service Revenue $785,432

Investment Income $113,934

Other Revenue $28,934

TOTAL REVENUE $2,093,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,025,791

Fundraising Expenses $49,529

Program Expenses $1,102,807

Other Expenses $476,214

TOTAL EXPENSES $1,502,005

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,093,195	$1,850,781	+0.1%
Expenses	$1,502,005	$1,451,059	+0.0%
Net Income	$591,190	$399,722	+0.5%

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
DR AMMIE AKIN	BOARD MEMBER	N/A	Director	$0	$0	$0
LINDY CLEVELAND	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
TRAVIS CREEKBAUM	BOARD MEMBER	N/A	Director	$0	$0	$0
JIM STURDIVANT	BOARD MEMBER	N/A	Director	$0	$0	$0
DOUG WILLIAMSON	TREASURER	N/A	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
2025	No data	No data	No data	No data
2024	$2,093,195	$1,502,005	$5,054,337	$591,190
2023	$1,850,781	$1,451,059	$4,589,170	$399,722
2022	$1,626,781	$769,738	$3,688,843	$857,043
2021	$995,370	$345,816	$2,823,740	$649,554
2020	$1,213,977	$300,150	$2,093,320	$913,827
2019	$991,753	$276,676	$1,164,086	$715,077

UNLESS U INC