UNITY SCHOOLS

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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

2003

Legal Domicile

Principal Officer

SAU-LIM LANCE TSANG

Phone

5106357170

Tax Period

2022-07-01 to 2023-06-30

UNITY SCHOOLS, founded in 2003, is a mid-sized nonprofit in the Education sector that reported $10.3M in total revenue in fiscal year 2022. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.8M, a strong 18% operating margin.

Mission

TO PREPARE ITS STUDENTS FOR ADMISSION TO AND SUCCESS IN COLLEGE AND CAREER,AND TO BECOME HAPPY AND PRODUCTIVE MEMBERS OF SOCIETY.

Program Service Accomplishments

Program 1

Expenses: $5,574,606

OPERATION OF OAKLAND UNITY HIGH SCHOOL (OUHS): A PUBLIC CHARTER SCHOOL SPONSORED BY OAKLAND UNIFIED SCHOOL DISTRICT OFFERING EDUCATIONAL SERVICES TO STUDENTS IN GRADES 9 TO 12. ALL STUDENTS ARE...

OPERATION OF OAKLAND UNITY HIGH SCHOOL (OUHS): A PUBLIC CHARTER SCHOOL SPONSORED BY OAKLAND UNIFIED SCHOOL DISTRICT OFFERING EDUCATIONAL SERVICES TO STUDENTS IN GRADES 9 TO 12. ALL STUDENTS ARE OFFERED A CURRICULUM THAT ALLOWS EVERY GRADUATE TO MEET THE UNIVERSITY OF CALIFORNIA A-GREQUIREMENTS. STUDENTS ARE ASSIGNED ADVISORS FROM THE TEACHING STAFF WHO SERVE AS STUDENT AND FAMILY ADVOCATES AND MENTOR STUDENTS TOWARDS GRADUATION AND COLLEGE ADMISSION. LEARNING EXPERIENCES BOTH WITHIN AND OUTSIDE THE CLASSROOM ALLOW STUDENTS TO ACHIEVE THEIR LEADERSHIP AND ACADEMIC POTENTIAL AND BECOME CREATIVE CRITICAL THINKERS, COMPASSIONATE HUMAN BEINGS, AND EFFECTIVE PARTICIPANTS IN MULTICULTURAL DEMOCRATIC SOCIETY.

Program 2

Expenses: $2,198,097

OPERATION OF OAKLAND UNITY MIDDLE SCHOOL (OUMS): A PUBLIC CHARTER SCHOOL SPONSORED BY THE ALAMEDA COUNTY OFFICE OF EDUCATION OFFERING EDUCATIONAL SERVICES TO STUDENTS IN GRADES 6 TO 8. OUMS IS A...

OPERATION OF OAKLAND UNITY MIDDLE SCHOOL (OUMS): A PUBLIC CHARTER SCHOOL SPONSORED BY THE ALAMEDA COUNTY OFFICE OF EDUCATION OFFERING EDUCATIONAL SERVICES TO STUDENTS IN GRADES 6 TO 8. OUMS IS A SCHOOL WHERE ALL STUDENTS ACQUIRE THE CORE SKILLS NECESSARY FOR ACADEMIC ACHIEVEMENT AND, ULTIMATELY, FOR SUCCESS IN TODAY'S GLOBAL, MULTICULTURAL AND MULTILINGUAL SOCIETY. OUMS PROVIDES A HIGH QUALITY COLLEGE PREPARATORY MIDDLE SCHOOL OPTION TO EAST OAKLAND FAMILIES WHOSE EDUCATIONAL PROGRAM AND STRUCTURED ENVIRONMENT WILL EFFECTIVELY PREPARE STUDENTS FOR SUCCESS IN RIGOROUS HIGH SCHOOL CLASSWORK.

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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 $10,173,300

Program Service Revenue $0

Investment Income $113,499

Other Revenue $0

TOTAL REVENUE $10,286,799

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,000,863

Fundraising Expenses $0

Program Expenses $7,772,703

Other Expenses $2,448,361

TOTAL EXPENSES $8,449,224

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,286,799	$8,632,981	+0.2%
Expenses	$8,449,224	$7,683,752	+0.1%
Net Income	$1,837,575	$949,229	+0.9%

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

$123,724

Total Directors

$69,218

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERALD EISMAN	CHAIR/TREASURER	2.00	Officer Director	$0	$0	$0
MARIO RIVAS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
LILIA CHAVEZ	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT STAENBERG	DIRECTOR/STAFF	40.00	Officer Director	$58,659	$10,559	$69,218
RICH MCCLINE	DIRECTOR	2.00	Officer Director	$0	$0	$0
PHILLESHA BROWN	DIRECTOR	2.00	Officer Director	$0	$0	$0
SAU-LIM LANCE TSANG	EXECUTIVE DIRECTOR	30.00	Officer	$54,506	$0	$54,506
KATE GOEDEKER	CO-PRINCIPAL, MS	40.00	Highest	$107,477	$19,346	$126,823
DAMON GRANT	CO-PRINCIPAL, MS	40.00	Highest	$113,872	$20,497	$134,369
WILLIAM NEE	PRINCIPAL, HS	40.00	Highest	$116,467	$20,964	$137,431

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$10,286,799	$8,449,224	$9,625,487	$1,837,575
2022	$8,632,981	$7,683,752	$5,394,762	$949,229
2021	$8,275,864	$7,501,105	$3,887,469	$774,759
2020	$8,041,157	$7,568,862	$2,708,647	$472,295
2019	$6,130,648	$8,934,933	$2,418,108	$-2,804,285
2018	$7,381,779	$7,320,146	$14,746,843	$61,633