THE UNIFY PROJECT

🔒

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

LUIS CARTAGENA

Phone

8884106444

Tax Period

2023-01-01 to 2023-12-31

THE UNIFY PROJECT, founded in 2017, is a micro nonprofit in the Community Improvement sector that reported $47K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $25K, a strong 53% operating margin.

Mission

THE UNIFY PROJECT IS LEVERAGING ADVANCED TECHNOLOGIES TO UNIFY SOCIOECONOMIC DATA AT SCALE AND PROVIDE INSIGHTS ABOUT HOW TO ACHIEVE INCLUSIVE ECONOMIC GROWTH AND SHARED PROSPERITY.

Program Service Accomplishments

Program 1

Expenses: $8,750 Revenue: $5,633

IN 2023, THE UNIFY PROJECT CONTINUED TO AGGREGATE, INTEGRATE AND ANALYZE DATA AND PROVIDE INFORMATION AND INSIGHTS GENERATED THROUGHOUT THE YEAR TO ITS SUPPORTED ORGANIZATIONS, AND TO THE BROADER...

IN 2023, THE UNIFY PROJECT CONTINUED TO AGGREGATE, INTEGRATE AND ANALYZE DATA AND PROVIDE INFORMATION AND INSIGHTS GENERATED THROUGHOUT THE YEAR TO ITS SUPPORTED ORGANIZATIONS, AND TO THE BROADER COMMUNITY, TO ASSIST WITH THEIR CHARITABLE PURPOSES. THE UNIFY PROJECT'S INSIGHT GENERATION EFFORTS WERE FOCUSED ON IDENTIFYING AND DEFINING THE STRUCTURAL DETERMINANTS OF WELL-BEING AND DETERMINING WHICH, AND HOW, SYSTEMIC ISSUES COULD BE ATTACKED AT THE CAUSAL LEVEL. FOLLOWING A DETERMINATION OF WHICH SYSTEM FLAWS NEGATIVELY AFFECTING INCLUSIVE PROSPERITY COULD BE POSITIVELY IMPACTED BROADLY AND EXPEDITIOUSLY, THE UNIFY PROJECT LEVERAGED THE INSIGHTS GENERATED TO DEVELOP AND PATENT PROPRIETARY TECHNOLOGIES DESIGNED TO SERVE AS THE FOUNDATION FOR A SYSTEM TO ASSIST THE UNDER-SERVED IN THEIR EFFORTS TO SECURE EMPLOYMENT. THE UNIFY PROJECT DID THIS WORK COLLABORATIVELY WITH ITS SUPPORTED ORGANIZATIONS AND THE COMMUNITY AT LARGE. THE RESULTING SYSTEM RECOGNIZED THAT CURRENT WORKFORCE SYSTEMS PROVIDE LITTLE SUPPORT TO THIS COHORT AND PROVIDED A SOPHISTICATED TECHNOLOGY-BASED SYSTEM TO CORRECT FUNDAMENTAL SYSTEM FLAWS. THE UNIFY PROJECT ALSO UTILIZED THE INSIGHTS TO BEGIN THE DEVELOPMENT OF A VARIETY OF ADDITIONAL INITIATIVES IN COLLABORATION WITH OUR SUPPORTED ORGANIZATIONS TO ADDRESS OTHER SYSTEMIC ISSUES, PRINCIPALLY ISSUES WHICH CAN BE IMPACTED BY LEVERAGING DATA, ANALYTICS AND TECHNOLOGY TO ADDRESS ISSUES PERPETUATING DISPARITY AND INHIBITING INCLUSIVE PROSPERITY.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $41,744

Program Service Revenue $0

Investment Income $0

Other Revenue $5,633

TOTAL REVENUE $47,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,750

Other Expenses $22,321

TOTAL EXPENSES $22,321

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,377	$99,368	-0.5%
Expenses	$22,321	$126,980	-0.8%
Net Income	$25,056	$-27,612	-1.9%

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

N/A

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
CHARLES LOUGHEED III	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SYLVAN	DIRECTOR	1.00	Director	$0	$0	$0
DR MICHAEL BASTON	DIRECTOR	1.00	Director	$0	$0	$0
ERIC GORDON	DIRECTOR	1.00	Director	$0	$0	$0
ERIC MORSE	DIRECTOR	1.00	Director	$0	$0	$0
FELTON THOMAS JR	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY K PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
LEN KOMOROSKI	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA MOCKABEE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL DOLAN	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS F ZENTY III	DIRECTOR	1.00	Director	$0	$0	$0
JAMES HICKEY	CHAIR	3.00	Officer	$0	$0	$0
STEPHEN J MCHALE	UNPAID CEO	32.00	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
2023	$47,377	$22,321	$3,159,636	$25,056
2022	$99,368	$126,980	$3,151,342	$-27,612
2021	$133,373	$941,877	$3,215,832	$-808,504
2020	$168,464	$1,478,242	$222,014	$-1,309,778
2019	$1,456,274	$2,293,507	$176,777	$-837,233
2018	$1,090,032	$1,090,032	$4,600,645	No data
2018	$1,090,032	$1,090,032	$190,645	No data