UNTAXERS LTD (EIN 831302748) - 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

PENELOPY JORDAN

Tax Period

2022-01-01 to 2022-12-31

UNTAXERS LTD, founded in 2018, is a small nonprofit in the Education sector that reported $419K in total revenue in fiscal year 2022. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $403K left a modest 4% surplus.

Mission

WE PROVIDE LOW COST ASSITANCE TO INDIVIDUALS AND BUSINESSES WHO REQUIRE GUIDANCE TO COMPLY WITH TAX FILING RESPONSIBILITIES

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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 (2022)

Revenue Breakdown

Contributions & Grants $418,997

Program Service Revenue $0

Investment Income $315

Other Revenue $0

TOTAL REVENUE $419,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $270,591

Fundraising Expenses $0

Program Expenses $205,285

Other Expenses $132,823

TOTAL EXPENSES $403,414

Year-over-Year Comparison

	2022	2021	Change
Revenue	$419,312	$759,488	-0.4%
Expenses	$403,414	$685,735	-0.4%
Net Income	$15,898	$73,753	-0.8%

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

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

Total Directors

Key Employees

$264,999

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JJ CASTRUITA	DIRECTOR	1	Director	$0	$0	$0
VIOLET VILLAFA	OFFICER	10	Officer	$0	$0	$0
MARIA VIDCUNA	OFFICER	1	Officer	$0	$0	$0
PENELOPY JORDA	EXACUTIVE MGR	40	Key Emp	$249,999	$0	$249,999
JD LOWE	ADMINISTRATION	7	Key Emp	$15,000	$0	$15,000

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
2022	$419,312	$403,414	$184,562	$15,898
2021	$759,488	$685,735	$175,360	$73,753
2020	$441,142	$445,102	$187,028	$-3,960

UNTAXERS LTD