UNDERSTORY INITIATIVE (EIN 831051907) - 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

2018

Legal Domicile

Principal Officer

KATHRYN PRIVE

Phone

5419734303

Tax Period

2023-01-01 to 2023-12-31

UNDERSTORY INITIATIVE, founded in 2018, is a small nonprofit in the Environment sector that reported $775K in total revenue in fiscal year 2023. Revenue surged 54% from the prior year, signaling strong growth momentum.

Mission

Facilitate the Restoration and Conservation of Native Species Habitat Through Partnership & Community Engagement.

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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 $222,451

Program Service Revenue $540,056

Investment Income $1

Other Revenue $12,345

TOTAL REVENUE $774,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $510,165

Fundraising Expenses $9,712

Program Expenses $680,999

Other Expenses $271,325

TOTAL EXPENSES $781,490

Year-over-Year Comparison

	2023	2022	Change
Revenue	$774,853	$504,573	+0.5%
Expenses	$781,490	$449,028	+0.7%
Net Income	$-6,637	$55,545	-1.1%

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

450

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

$54,087

Total Directors

$2,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN PRIVE	EXECUTIVE DIRECTOR	40.00	Officer	$54,087	$0	$54,087
JOHN VILLELLA	BOARD MEMBER	1.00	Director	$2,100	$0	$2,100
JULIE SPELLETICH	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY KENTA-ROBINSON	TREASURER	1.00	Officer Director	$0	$0	$0
IAN SILVERNAIL	BOARD MEMBER	1.00	Director	$0	$0	$0
LILIA LETSCH	SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH BURNS	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL WERLING	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN TALBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
STACY TAEUBER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY KELLERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEN GIBBS	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
2024	No data	No data	No data	No data
2023	$774,853	$781,490	$91,736	$-6,637
2022	$504,573	$449,028	$81,090	$55,545
2021	$322,519	$320,898	$25,078	$1,621

UNDERSTORY INITIATIVE