UNITED TO LEARN (EIN 822121965) - 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

TIM HISE

Phone

4698487020

Tax Period

2024-07-01 to 2025-06-30

UNITED TO LEARN, founded in 2017, is a community nonprofit in the Education sector that reported $5.8M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

CHANGING LIVES BY TRANSFORMING THE RELATIONSHIP BETWEEN SCHOOL AND COMMUNITY.

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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 $5,729,306

Program Service Revenue $0

Investment Income $39,292

Other Revenue $0

TOTAL REVENUE $5,768,598

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,124,773

Fundraising Expenses $543,199

Program Expenses $4,653,809

Other Expenses $2,511,005

TOTAL EXPENSES $5,635,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,768,598	$7,281,662	-0.2%
Expenses	$5,635,778	$4,868,106	+0.2%
Net Income	$132,820	$2,413,556	-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

1875

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

$549,508

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN COHEN	DIRECTOR	0.00	Director	$0	$0	$0
ANNE WICKS	DIRECTOR	0.00	Director	$0	$0	$0
DR MARK RAMIREZ	DIRECTOR	0.00	Director	$0	$0	$0
DR PAMELA LEAR	DIRECTOR	0.00	Director	$0	$0	$0
DREXELL OWUSU	DIRECTOR	0.00	Director	$0	$0	$0
JAMES WALTON	DIRECTOR	0.00	Director	$0	$0	$0
JESSICA NOWITZKI	DIRECTOR	0.00	Director	$0	$0	$0
JON DAHLANDER	DIRECTOR	0.00	Director	$0	$0	$0
KAREN POLLOCK	DIRECTOR	0.00	Director	$0	$0	$0
LINDSAY BILLINGSLEY	DIRECTOR	0.00	Director	$0	$0	$0
RENDA MATHEW	DIRECTOR	0.00	Director	$0	$0	$0
BEN LEAL	CHAIR	0.00	Officer Director	$0	$0	$0
LAURA WHITLEY	SECRETARY	0.00	Officer Director	$0	$0	$0
LIZ MARTIN	TREASURER	0.00	Officer Director	$0	$0	$0
MARGARET HIRSCH	PAST CHAIR	0.00	Officer Director	$0	$0	$0
ABIGAIL WILLIAMS	FOUNDER & EXECUTIVE	40.00	Officer Director	$0	$0	$0
RENEE GADSON	CHIEF ADVANCEMENT OFFICER	40.00	Officer	$150,501	$5,881	$156,382
SHERYL COLLINS	CHIEF PROGRAMS OFFICER	40.00	Officer	$133,500	$1,495	$134,995
AMEE JOSHI	CHIEF OPERATIONS OFFICER	40.00	Officer	$125,202	$5,609	$130,811
EMILY WILSON	CHIEF MARKETING OFFICER	40.00	Officer	$125,046	$2,274	$127,320
CHRIS MCSWAIN	DIRECTOR OF IMPACT PARTNERSHIPS	40.00	Highest	$118,834	$5,401	$124,235
RACHEL CHEWAKIN	DEPUTY CHIEF OF STAFF	40.00	Highest	$115,832	$5,533	$121,365
MICHAEL RIEMER	DIRECTOR OF COMMUNITY ACTIVATION	40.00	Highest	$105,490	$5,372	$110,862

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	$5,768,598	$5,635,778	$6,294,239	$132,820
2024	$7,281,662	$4,868,106	$6,205,243	$2,413,556
2023	$2,713,487	$3,660,529	$3,886,844	$-947,042
2022	$3,987,821	$2,543,102	$3,852,755	$1,444,719
2021	$3,153,841	$2,057,522	$2,398,434	$1,096,319
2020	$2,201,615	$1,389,903	$1,342,473	$811,712
2019	$766,914	$857,634	$464,440	$-90,720
2018	$876,605	$459,274	$421,164	$417,331

UNITED TO LEARN