UNITED FUND OF GLOBE-MIAMI INC (EIN 860187405) - 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

1963

Legal Domicile

Principal Officer

LINDA ODDONETTO

Phone

9289613620

Tax Period

2023-01-01 to 2023-12-31

UNITED FUND OF GLOBE-MIAMI INC, founded in 1963, is a small nonprofit that reported $713K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $174K, a strong 24% operating margin.

Mission

CONNECTING GLOBE-MIAMI CHARITIES AND DONORS SINCE 1964 TO STRATEGICALLY ELEVATE THE COMMUNITY.

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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 $710,775

Program Service Revenue $0

Investment Income $1,758

Other Revenue $0

TOTAL REVENUE $712,533

Expense Breakdown

Grants Paid $480,427

Salaries & Benefits $22,338

Fundraising Expenses $0

Program Expenses $517,725

Other Expenses $36,217

TOTAL EXPENSES $538,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$712,533	$872,632	-0.2%
Expenses	$538,982	$1,353,317	-0.6%
Net Income	$173,551	$-480,685	-1.4%

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

N/A

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

$22,338

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ANNE MORENO	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
JAMES MENLOVE	TREASURER	0.00	Officer Director	$0	$0	$0
RON CARNAHAN	SECRETARY	0.00	Officer Director	$0	$0	$0
CAMI LUCERO	MEMBER	0.00	Director	$0	$0	$0
ELLEN KRETSCH	MEMBER	0.00	Director	$0	$0	$0
ROBIN BRADFORD	MEMBER	0.00	Director	$0	$0	$0
JAMIE A RAMSEY	MEMBER	0.00	Director	$0	$0	$0
MALISSA BUZAN	MEMBER	0.00	Director	$0	$0	$0
ED GARDEA	MEMBER	0.00	Director	$0	$0	$0
LINDA ODDONETTO	PRESIDENT	0.00	Officer	$0	$0	$0
MARYN BELLING	EXECUTIVE DIR.	18.00	Officer	$22,338	$0	$22,338

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	$712,533	$538,982	$1,477,952	$173,551
2022	$872,632	$1,353,317	$1,300,151	$-480,685
2021	$1,575,594	$887,289	$1,787,189	$688,305
2020	$735,981	$542,040	$1,098,884	$193,941
2019	$654,739	$609,426	$904,943	$45,313
2018	$723,266	$564,371	$886,801	$158,895

UNITED FUND OF GLOBE-MIAMI INC