Missions United Inc (EIN 810499281) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

David Trost

Phone

4066555600

Tax Period

2024-01-01 to 2024-12-31

Missions United Inc, founded in 1998, is a mid-sized nonprofit in the Human Services sector that reported $17.5M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $15.7M left a modest 10% surplus.

Mission

Retirement and assisted living housing.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $53,367

Program Service Revenue $14,623,222

Investment Income $2,813,660

Other Revenue $0

TOTAL REVENUE $17,490,249

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,322,918

Fundraising Expenses $0

Program Expenses $13,295,466

Other Expenses $10,424,051

TOTAL EXPENSES $15,746,969

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,490,249	$14,426,413	+0.2%
Expenses	$15,746,969	$14,538,409	+0.1%
Net Income	$1,743,280	$-111,996	-16.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paige Spalding	President	2.00	Officer Director	$0	$0	$0
Tracy Neary	Vice President	1.00	Officer Director	$0	$0	$0
Mark Wilkinson	Treasurer (Jan-Jun)	1.00	Officer Director	$0	$0	$0
David Trost	CEO & Secretary	1.00	Officer Director	$0	$0	$0
Mike Follett	Board Member	1.00	Director	$0	$0	$0
Kristi Foss	Board Member	1.00	Director	$0	$0	$0
McKay Owens	Board Member (Jun-Current)	1.00	Director	$0	$0	$0
Jodi Bryant	Board Member (Sept-Current)	1.00	Director	$0	$0	$0
Lee Boyles	Board Member (Sept-Current)	1.00	Director	$0	$0	$0
Jerry Pearsall	CFO	12.00	Officer	$0	$0	$0
Karna Rhodes	Sr. Admin Officer - MU and SJU	20.00	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
2024	$17,490,249	$15,746,969	$57,506,172	$1,743,280
2023	$14,426,413	$14,538,409	$54,371,886	$-111,996
2022	$12,814,389	$13,090,270	$52,255,173	$-275,881
2021	$11,930,517	$10,923,080	$58,330,766	$1,007,437
2020	$11,965,597	$10,831,949	$57,549,130	$1,133,648
2019	$11,211,953	$10,079,889	$54,769,519	$1,132,064
2018	$10,922,995	$10,054,729	$52,649,157	$868,266

Missions United Inc