UNITY OF GREATER NEW ORLEANS INC (EIN 721222911) - 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

Formation Year

1992

Legal Domicile

Principal Officer

MS MARTHA KEGEL

Phone

5048214496

Tax Period

2023-07-01 to 2024-06-30

UNITY OF GREATER NEW ORLEANS INC is a 501(c)(3) with EIN 721222911, based in NEW ORLEANS, LA. Founded in 1992, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $39,760,854 in total revenue and $40,272,938 in total expenses, with net assets of $8,238,178.

Mission

THE MISSION OF UNITY OF GREATER NEW ORLEANS IS TO COORDINATE COMMUNITY PARTNERSHIPS TO PREVENT, REDUCE AND END HOMELESSNESS.

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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 $39,449,427

Program Service Revenue $0

Investment Income $99,737

Other Revenue $211,690

TOTAL REVENUE $39,760,854

Expense Breakdown

Grants Paid $22,453,081

Salaries & Benefits $3,196,738

Fundraising Expenses $35,276

Program Expenses $37,987,072

Other Expenses $14,623,119

TOTAL EXPENSES $40,272,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,760,854	$35,689,582	+0.1%
Expenses	$40,272,938	$35,645,301	+0.1%
Net Income	$-512,084	$44,281	-12.6%

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

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

$131,201

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DETRICH HEBERT	DIRECTOR	1.00	Director	$0	$0	$0
HONORABLE CALVIN JOHNSON	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE PRENDERGAST	IMMEDIATE PAST BOARD CHAIR	1.00	Officer Director	$0	$0	$0
LAURA BANOS BRYAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BENJAMIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSEPH CAO	DIRECTOR	1.00	Director	$0	$0	$0
KIM EVANS RUGON	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN PENNY	CHAIR	1.00	Officer Director	$0	$0	$0
NORMAN ROBINSON	SECRETARY	1.00	Officer Director	$0	$0	$0
PETER WARING	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JESSIE PULLINS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN JACK WILES	TREASURER	1.00	Officer Director	$0	$0	$0
WENDY HICKOK ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
MARVEL ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
TOD SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DAVON N BARBOUR	DIRECTOR	1.00	Director	$0	$0	$0
MAMIE STERKX GASPERECZ	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE FANT	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA KEGEL	EXECUTIVE DIRECTOR	40.00	Officer	$109,686	$21,515	$131,201

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	$39,760,854	$40,272,938	$14,632,035	$-512,084
2023	$35,457,405	$35,698,101	$32,461,376	$-240,696
2022	$39,129,051	$39,309,928	$32,524,702	$-180,877
2021	$35,061,746	$35,253,163	$34,262,914	$-191,417
2021	$35,061,746	$35,253,163	$34,262,914	$-191,417
2020	$31,625,789	$29,522,808	$34,163,311	$2,102,981
2019	$27,319,948	$27,461,339	$30,354,417	$-141,391
2018	$26,700,927	$26,723,173	$31,896,530	$-22,246

UNITY OF GREATER NEW ORLEANS INC