UNIDOS INVESTMENT FUND INC (EIN 522268398) - 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

2000

Legal Domicile

Principal Officer

JANET MURGUIA

Phone

2027851670

Tax Period

2023-10-01 to 2024-09-30

UNIDOS INVESTMENT FUND INC, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $13.3M exceeded revenue, resulting in a 676% operating deficit.

Mission

NONPROFIT ORGANIZATION ESTABLISHED TO SUPPORT THE CHARITABLE INITIATIVES OF UNIDOSUS.

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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 $0

Program Service Revenue $0

Investment Income $1,720,083

Other Revenue $0

TOTAL REVENUE $1,720,083

Expense Breakdown

Grants Paid $13,031,285

Salaries & Benefits $17,360

Fundraising Expenses $0

Program Expenses $13,031,285

Other Expenses $296,883

TOTAL EXPENSES $13,345,528

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,720,083	$6,163,835	-0.7%
Expenses	$13,345,528	$267,374	+48.9%
Net Income	$-11,625,445	$5,896,461	-3.0%

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

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

$1,354,581

Total Directors

$1,354,581

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET MURGUIA	PRESIDENT & SECRETARY	1.00	Officer Director	$0	$61,119	$737,689
KEVIN SMITH	EXECUTIVE DIRECTOR	5.00	Officer Director	$16,305	$36,410	$353,628
DARCY EISCHENS	TREASURER	1.00	Officer Director	$0	$31,146	$263,264
KEN TRUJILLO	BOARD MEMBER & CHAIR	1.00	Officer Director	$0	$0	$0
JOHN ESQUIVEL	BOARD MEMBER	1.00	Director	$0	$0	$0
DR MARIA HARPER-MARINICK	BOARD MEMBER	1.00	Director	$0	$0	$0
GENE ORTEGA	BOARD MEMBER	1.00	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
2024	$1,720,083	$13,345,528	$47,604,075	$-11,625,445
2023	$6,163,835	$267,374	$51,751,633	$5,896,461
2022	$2,283,094	$1,507,502	$41,996,759	$775,592
2021	$2,982,643	$237,138	$44,532,816	$2,745,505
2020	$1,889,232	$184,649	$40,112,223	$1,704,583
2019	$1,553,181	$1,215,555	$37,860,994	$337,626
2018	$1,752,822	$1,400,499	$38,564,570	$352,323

UNIDOS INVESTMENT FUND INC