Unitarian Universalist Justice Ministry of North Carolina (EIN 822653685) - 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

2017

Legal Domicile

Principal Officer

Lisa Garcia-Sampson

Tax Period

2024-01-01 to 2024-12-31

Unitarian Universalist Justice Ministry of North Carolina, founded in 2017, is a small nonprofit in the Religion sector that reported $317K in total revenue in fiscal year 2024. The organization ran a surplus of $108K, a strong 34% operating margin.

Mission

The Unitarian Universalist Justice Ministry of North Carolina joyfully organizes Unitarian Universalists to co-create a transformative movement for justice through spiritual grounding collaboration and imagination.

🔒

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 $315,582

Program Service Revenue $0

Investment Income $1,729

Other Revenue $0

TOTAL REVENUE $317,311

Expense Breakdown

Grants Paid $51,053

Salaries & Benefits $97,866

Fundraising Expenses $20,000

Program Expenses $77,330

Other Expenses $59,937

TOTAL EXPENSES $208,856

Year-over-Year Comparison

	2024	2023	Change
Revenue	$317,311	N/A	N/A
Expenses	$208,856	N/A	N/A
Net Income	$108,455	N/A	N/A

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

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
Patty Hanneman	President	3.00	Officer	$0	$0	$0
Gaye Williams Morris	Treasurer and Secretary	2.00	Officer	$0	$0	$0
Claudia Jimenez	officer	1.00	Officer	$0	$0	$0
Amy Brooks	officer	1.00	Officer	$0	$0	$0
Ann Zimmerman	officer	1.00	Officer	$0	$0	$0
Eileen McCully	officer	1.00	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	$317,311	$208,856	$210,142	$108,455

Unitarian Universalist Justice Ministry of North Carolina