United Recovery Fund (EIN 815459058) - 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

2017

Legal Domicile

Principal Officer

Karen J Stanley

Phone

8044676306

Tax Period

2024-01-01 to 2024-12-31

United Recovery Fund, founded in 2017, is a small nonprofit in the Human Services sector that reported $578K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $508K left a modest 12% surplus.

Mission

To be a bridge to sustainable employment for people affected by substance use disorder and incarceration by providing support, dignity, and purpose.

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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 (2024)

Revenue Breakdown

Contributions & Grants $577,934

Program Service Revenue $0

Investment Income $500

Other Revenue $0

TOTAL REVENUE $578,434

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,581

Fundraising Expenses $75,694

Program Expenses $356,129

Other Expenses $341,092

TOTAL EXPENSES $507,673

Year-over-Year Comparison

	2024	2023	Change
Revenue	$578,434	$728,494	-0.2%
Expenses	$507,673	$624,274	-0.2%
Net Income	$70,761	$104,220	-0.3%

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

N/A

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

$89,167

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Margo Walsh	Chair	3.00	Officer Director	$0	$0	$0
Janet Van Liere	Director	1.00	Officer Director	$0	$0	$0
Helen Andreoli	Treasurer	2.00	Officer Director	$0	$0	$0
Anthony Salvucci	Director	1.00	Director	$0	$0	$0
Elise Kiely	Vice Chair	1.00	Director	$0	$0	$0
Holly Sargent	Director	1.00	Director	$0	$0	$0
Robert Smith	Director	1.00	Director	$0	$0	$0
Jonathan Sahrbeck	Director	1.00	Director	$0	$0	$0
Jack Davies	Director	1.00	Director	$0	$0	$0
Rose Splint	Director	1.00	Director	$0	$0	$0
Karen J Stanley	Executive Director	19.00	Officer	$89,167	$0	$89,167

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	$578,434	$507,673	$351,855	$70,761
2023	$728,494	$624,274	$334,003	$104,220
2022	$631,952	$519,208	$272,691	$112,744
2021	$486,476	$582,045	$143,137	$-95,569
2020	$493,684	$433,366	$149,699	$60,318
2019	$307,029	$300,792	$89,381	$6,237
2018	$253,876	$198,106	$83,144	$55,770

United Recovery Fund