UNITY SCHOOL ENDOWMENT FUND INC (EIN 592529126) - 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

1985

Legal Domicile

Principal Officer

LARRY FRANKEL

Phone

5612764414

Tax Period

2022-07-01 to 2023-06-30

UNITY SCHOOL ENDOWMENT FUND INC, founded in 1985, is a small nonprofit that reported $464K in total revenue in fiscal year 2022. Expenses of $638K exceeded revenue, resulting in a 37% operating deficit.

Mission

TO ENRICH AND ADVANCE DEVELOPMENT OF UNITY SCHOOL OF DELRAY BEACH BY INSPIRING THE COMMUNITY TO CONTRIBUTE THEIR RESOURCES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $461,072

Program Service Revenue $0

Investment Income $3,316

Other Revenue $0

TOTAL REVENUE $464,388

Expense Breakdown

Grants Paid $584,543

Salaries & Benefits $0

Fundraising Expenses $31,761

Program Expenses $584,543

Other Expenses $53,718

TOTAL EXPENSES $638,261

Year-over-Year Comparison

	2022	2021	Change
Revenue	$464,388	$474,325	0.0%
Expenses	$638,261	$588,636	+0.1%
Net Income	$-173,873	$-114,311	+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

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

$99,162

Total Directors

$219,659

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENEVIEVE HOPPE	DIRECTOR	2.00	Director	$0	$0	$120,497
PAUL MEADOWS	TREASURER	2.00	Officer Director	$0	$0	$99,162
LARRY FRANKEL	PRESIDENT	2.00	Officer Director	$0	$0	$0
LAURIE DURGAN	DIRECTOR	2.00	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
2023	$464,388	$638,261	No data	$-173,873
2022	$474,325	$588,636	$176,590	$-114,311
2021	$259,678	$155,437	$288,184	$104,241
2020	$412,306	$413,404	$183,943	$-1,098
2019	$336,132	$377,057	$185,041	$-40,925
2018	$421,600	$376,182	$225,966	$45,418

UNITY SCHOOL ENDOWMENT FUND INC