UNLEASH PROSPERITY INC (EIN 473514328) - 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

2017

Legal Domicile

Phone

2025779950

Tax Period

2024-01-01 to 2024-12-31

UNLEASH PROSPERITY INC, founded in 2017, is a community nonprofit in the Public & Societal Benefit sector that reported $5.3M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.1M, a strong 41% operating margin.

Mission

TO EDUCATE BUSINESS, POLITICAL, AND MEDIA LEADERS ABOUT INCREASING ECONOMIC GROWTH.

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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 $5,027,125

Program Service Revenue $0

Investment Income $231,667

Other Revenue $0

TOTAL REVENUE $5,258,792

Expense Breakdown

Grants Paid $0

Salaries & Benefits $358,500

Fundraising Expenses $0

Program Expenses $2,869,177

Other Expenses $2,751,562

TOTAL EXPENSES $3,110,062

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,258,792	$4,674,721	+0.1%
Expenses	$3,110,062	$2,825,894	+0.1%
Net Income	$2,148,730	$1,848,827	+0.2%

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

$357,500

Total Directors

$357,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DICK WEISS	TREASURER	1.0	Officer Director	$0	$0	$0
LISA NELSON	SECRETARY	1.0	Officer Director	$0	$0	$0
STEPHEN MOORE	CHAIRMAN	40.0	Officer Director	$357,500	$0	$357,500
CHARLES BRANDE	DIRECTOR	1.0	Director	$0	$0	$0
JOHN CHILDS	DIRECTOR	1.0	Director	$0	$0	$0
PHIL KERPEN	PRESIDENT	40.0	Highest	$156,000	$0	$156,000
TIM DOESCHER	EXECUTIVE DIRECTOR	40.0	Highest	$195,000	$0	$195,000

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	$5,258,792	$3,110,062	$10,051,484	$2,148,730
2023	$4,674,721	$2,825,894	$7,983,713	$1,848,827
2022	$2,525,854	$2,186,627	$5,987,194	$339,227
2021	$4,283,191	$1,656,322	$5,632,785	$2,626,869
2020	$3,538,123	$1,374,513	$3,005,916	$2,163,610
2019	$1,633,616	$1,005,152	$842,306	$628,464
2018	$403,337	$407,954	$213,842	$-4,617

UNLEASH PROSPERITY INC