WESTWOOD UNIDOS (EIN 474697604) - 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

2015

Legal Domicile

Principal Officer

PAUL CASEY

Phone

7204659605

Tax Period

2021-01-01 to 2021-12-31

WESTWOOD UNIDOS, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $302K in total revenue in fiscal year 2021. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $82K, a strong 27% operating margin.

Mission

THE MISSION IS TO ORGANIZE AND UNIFY LEADERS IN THE WESTWOOD NEIGHBORHOOD TO IMPLEMENT THE STRATEGIC INITIATIVES THAT RESIDENTS AND COMMUNITY MEMBERS IDENITFY AS THE MOST IMPORTANT TO IMPROVING OVERALL COMMUNITY HEALTH, WELL-BEING, AND INFRASTRUCTURE. WESTWOOD UNIDOS (WU) SERVES CURRENT WESTWOOD RESIDENTS ALONG WITH FORMER RESIDENTS WITH STRONG TIES TO THE COMMUNITY, INCLUDING LOCAL BUSINESSES AND FAITH-BASED ORGANIZATIONS. WU PROGRAMS PROVIDE RESIDENTS OPPORTUNITIES FOR LEADERSHIP DEVELOPMENT, IMPROVING PUBLIC SAFETY, LEARNING/EDUCATION, PHYSICAL FITNESS, NEIGHBORHOOD INFRASTRUCTURE AND COMMUNITY INVOLVEMENT. WU INSTILLS RESIDENTS WITH A SENSE OF UNIFICATION AND KINSHIP TO THEIR COMMUNITY AND TO EACH OTHER.

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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 (2021)

Revenue Breakdown

Contributions & Grants $301,812

Program Service Revenue $0

Investment Income $147

Other Revenue $0

TOTAL REVENUE $301,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,263

Fundraising Expenses $22,039

Program Expenses $176,348

Other Expenses $81,173

TOTAL EXPENSES $220,436

Year-over-Year Comparison

	2021	2020	Change
Revenue	$301,959	$446,943	-0.3%
Expenses	$220,436	$208,951	+0.1%
Net Income	$81,523	$237,992	-0.7%

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

N/A

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

$72,000

Total Directors

$72,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL CASEY	Executive Dir.	40.00	Officer Director	$72,000	$0	$72,000
CECILIA SANDOVAL	Officer	5.00	Officer	$0	$0	$0
CLARISA HERNANDEZ	President	5.00	Officer	$0	$0	$0
ERIKA RODARTE	President	5.00	Officer	$0	$0	$0
REBEKAH HABAN	Treasurer	5.00	Officer	$0	$0	$0
EVE ULLOA	Secretary	5.00	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
2021	$301,959	$220,436	$427,982	$81,523
2020	$446,943	$208,951	$348,293	$237,992
2019	$254,428	$180,853	$107,764	$73,575
2018	$208,515	$390,496	$53,787	$-181,981

WESTWOOD UNIDOS