UNIDOS South OC Inc (EIN 823510252) - 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

Heather Chapman

Phone

9493260320

Tax Period

2024-04-01 to 2025-03-31

UNIDOS South OC Inc, founded in 2017, is a small nonprofit in the Human Services sector that reported $715K in total revenue in fiscal year 2024.

Mission

Strengthening under-resourced neighborhoods of South Orange County, CA specifically in San Juan Capistrano

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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 $714,531

Program Service Revenue $0

Investment Income $18

Other Revenue $0

TOTAL REVENUE $714,549

Expense Breakdown

Grants Paid $0

Salaries & Benefits $326,162

Fundraising Expenses $48,836

Program Expenses $584,614

Other Expenses $407,031

TOTAL EXPENSES $733,193

Year-over-Year Comparison

	2024	2023	Change
Revenue	$714,549	$708,464	+0.0%
Expenses	$733,193	$671,642	+0.1%
Net Income	$-18,644	$36,822	-1.5%

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

N/A

Employees

N/A

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

$100,722

Total Directors

$100,722

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Chapman	President	35.00	Officer Director	$73,236	$0	$73,236
John Chapman	Board Member	35.00	Officer Director	$27,486	$0	$27,486
Kristy Branham	Board Chair	4.00	Officer Director	$0	$0	$0
Alma Zamudio	Treasurer	4.00	Officer Director	$0	$0	$0
Donna Runyon	Secretary	4.00	Director	$0	$0	$0
Andrew Lurker	Board Member	1.00	Officer Director	$0	$0	$0
Victor Cota	Board Member	1.00	Director	$0	$0	$0
Suad Elias	Board Member	1.00	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
2025	$714,549	$733,193	$161,911	$-18,644
2024	$708,464	$671,642	$184,824	$36,822
2023	$363,976	$502,756	$146,032	$-138,780
2022	$376,798	$349,064	$295,197	$27,734
2021	$438,923	$309,949	$251,562	$128,974
2020	$253,742	$196,892	$122,749	$56,850

UNIDOS South OC Inc