The Unit Foundation Inc (EIN 821954019) - 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

Sean Macrae

Phone

9107246923

Tax Period

2024-01-01 to 2024-12-31

The Unit Foundation Inc, founded in 2017, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $303K, a strong 17% operating margin.

Mission

To serve Special Forces Unit Members, Veteran Unit Members and Gold Star Families and to work in spaces not covered by any other support apparatus. To serve as a fusing function to centralize support efforts for The Unit.

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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 $1,573,490

Program Service Revenue $0

Investment Income $162,268

Other Revenue $0

TOTAL REVENUE $1,735,758

Expense Breakdown

Grants Paid $1,273,998

Salaries & Benefits $96,300

Fundraising Expenses $69,829

Program Expenses $1,302,987

Other Expenses $62,449

TOTAL EXPENSES $1,432,747

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,735,758	$1,261,479	+0.4%
Expenses	$1,432,747	$1,171,999	+0.2%
Net Income	$303,011	$89,480	+2.4%

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

$89,457

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathy Lively	Secretary	40.00	Officer	$89,457	$0	$89,457
Sean Macrae	President	15.00	Officer Director	$0	$0	$0
Mo Mulligan	Vice President	10.00	Officer Director	$0	$0	$0
Ted Chavis	Director	5.00	Director	$0	$0	$0
Randy Rathke	Director	5.00	Director	$0	$0	$0
Mike McGuire	Director	5.00	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
2024	$1,735,758	$1,432,747	$3,674,788	$303,011
2024	No data	No data	No data	No data
2023	$1,261,479	$1,171,999	$3,383,156	$89,480
2023	$1,261,479	$1,171,999	$3,383,156	$89,480
2022	$1,260,010	$803,204	$3,146,723	$456,806
2021	$1,362,420	$678,468	$3,107,614	$683,952
2020	$2,539,094	$453,618	$2,784,126	$2,085,476

The Unit Foundation Inc