UNITARY FUND (EIN 831592799) - 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

WILLIAM ZENG

Phone

4154290950

Tax Period

2023-01-01 to 2023-12-31

UNITARY FUND, founded in 2018, is a community nonprofit in the Science & Technology sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 79% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 7% surplus.

Mission

CREATING A QUANTUM TECHNOLOGY ECOSYSTEM THAT BENEFITS MOST PEOPLE.

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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 $1,495,193

Program Service Revenue $0

Investment Income $812

Other Revenue $0

TOTAL REVENUE $1,496,005

Expense Breakdown

Grants Paid $90,103

Salaries & Benefits $859,789

Fundraising Expenses $64,688

Program Expenses $1,189,818

Other Expenses $433,993

TOTAL EXPENSES $1,383,885

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,496,005	$835,211	+0.8%
Expenses	$1,383,885	$903,685	+0.5%
Net Income	$112,120	$-68,474	-2.6%

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

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

$328,580

Total Directors

$328,580

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM ZENG	PRESIDENT	20.00	Officer Director	$161,423	$0	$161,423
NATHAN SHAMMAH	CTO	40.00	Officer Director	$167,157	$0	$167,157
TRAVIS SCHOLTEN	SECRETARY	0.00	Officer Director	$0	$0	$0
CHRISTOPHE JURCZAK	TREASURER	0.00	Officer Director	$0	$0	$0
ANASTASIA GAMICK	BOARD MEMBER	0.00	Director	$0	$0	$0
ELIZABETH DURST	BOARD MEMBER	0.00	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	$1,496,005	$1,383,885	$665,810	$112,120
2022	$835,211	$903,685	$536,413	$-68,474
2021	$1,005,122	$723,109	$608,944	$282,013
2020	$518,958	$427,249	$377,078	$91,709

UNITARY FUND