UNITED WE LEAD FOUNDATION (EIN 830709537) - 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

Principal Officer

DEIDI SANCHEZ

Phone

5593047950

Tax Period

2023-01-01 to 2023-12-31

UNITED WE LEAD FOUNDATION is a community nonprofit in the Youth Development sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 14% surplus.

Mission

TO IMPLEMENT HIGH-QUALITY DATA-DRIVEN EDUCATIONAL PROGRAMS THAT EMPOWER, SUPPORT AND DRIVE STUDENTS TO SUCEED IN TOMORROW'S WORLD.

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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 (2023)

Revenue Breakdown

Contributions & Grants $93,997

Program Service Revenue $1,341,943

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,435,940

Expense Breakdown

Grants Paid $0

Salaries & Benefits $609,754

Fundraising Expenses $14,974

Program Expenses $555,809

Other Expenses $632,290

TOTAL EXPENSES $1,242,044

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,435,940	$1,081,972	+0.3%
Expenses	$1,242,044	$815,863	+0.5%
Net Income	$193,896	$266,109	-0.3%

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

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

$95,972

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEIDI SANCHEZ	CEO	40.00	Officer	$95,972	$0	$95,972
PEDRO RAMIREZ	Secretary	10.00	Officer	$0	$0	$0
JUAN RIOS	Treasurer	10.00	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	No data	No data	No data	No data
2023	$1,435,940	$1,242,044	$921,473	$193,896
2022	$1,081,972	$824,578	$745,163	$257,394
2021	$822,201	$651,024	$492,173	$171,177
2020	$405,842	$336,052	$272,486	$69,790
2019	$246,181	$140,899	$117,937	$105,282

UNITED WE LEAD FOUNDATION