UNIDOSUS (EIN 860212873) - 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

1968

Legal Domicile

Principal Officer

JANET MURGUIA

Phone

2027851670

Tax Period

2023-10-01 to 2024-09-30

UNIDOSUS, founded in 1968, is a mid-sized nonprofit in the Unknown sector that reported $75.9M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $72.3M left a modest 5% surplus.

Mission

UNIDOSUS BUILDS A STRONGER AMERICA BY CREATING OPPORTUNITIES FOR LATINOS.

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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 $65,978,575

Program Service Revenue $7,442,415

Investment Income $1,612,718

Other Revenue $834,738

TOTAL REVENUE $75,868,446

Expense Breakdown

Grants Paid $22,417,371

Salaries & Benefits $23,633,147

Fundraising Expenses $1,465,238

Program Expenses $64,980,275

Other Expenses $26,282,973

TOTAL EXPENSES $72,333,491

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,868,446	$54,982,669	+0.4%
Expenses	$72,333,491	$63,035,112	+0.1%
Net Income	$3,534,955	$-8,052,443	-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

177

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

$1,586,743

Total Directors

$737,689

Key Employees

$923,860

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR MARIA HARPER MARINICK	CHAIR	1.00	Officer Director	$0	$0	$0
LUIS GRANADOS	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
DR M TERESA GRANILLO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARIA G ARIAS	IMM. PAST VICE CHAIR (THRU 6/8/24)	1.00	Officer Director	$0	$0	$0
JACKELINE STEWART-HAWKINS	SECRETARY	1.00	Officer Director	$0	$0	$0
MARICELA GARCIA	IMM. PAST SECRETARY (THRU 6/8/24)	1.00	Officer Director	$0	$0	$0
PAUL GRANILLO	TREASURER	1.00	Officer Director	$0	$0	$0
ARNULFO MANRIQUEZ	IMM. PAST TREASURER (THRU 6/8/24)	1.00	Officer Director	$0	$0	$0
JOSIE BACALLAO	AT LARGE MEMBER	1.00	Director	$0	$0	$0
JUAN CARLOS GONZALEZ	AT LARGE MEMBER	1.00	Director	$0	$0	$0
DR JAY BHATT DO MPH MPA	AT LARGE MEMBER	1.00	Director	$0	$0	$0
MAURICIO CALVO	AT LARGE MEMBER	1.00	Director	$0	$0	$0
RUDY ESPINOZA	GENERAL MEMBERSHIP	1.00	Director	$0	$0	$0
ENRIQUE GONZALEZ III	GENERAL MEMBERSHIP (THRU 6/8/24)	1.00	Director	$0	$0	$0
ALBA MARTINEZ	GENERAL MEMBERSHIP (THRU 6/8/24)	1.00	Director	$0	$0	$0
FRANCES MESSANO	GENERAL MEMBERSHIP	1.00	Director	$0	$0	$0
ARTHUR J OCHOA JD	GENERAL MEMBERSHIP	1.00	Director	$0	$0	$0
DR ANA F PONCE	GENERAL MEMBERSHIP (THRU 6/8/24)	1.00	Director	$0	$0	$0
MYRNA SOTO	GENERAL MEMBERSHIP (THRU 6/8/24)	1.00	Director	$0	$0	$0
EDWARD GARZA	GENERAL MEMBERSHIP	1.00	Director	$0	$0	$0
LAURA PONCE	GENERAL MEMBERSHIP	1.00	Director	$0	$0	$0
DR VINCENT GUILAMO-RAMOS	GENERAL MEMBERSHIP	1.00	Director	$0	$0	$0
FRANCISCO RIVERA	GENERAL MEMBERSHIP	1.00	Director	$0	$0	$0
JANET MURGUIA	PRESIDENT & CEO	40.00	Officer Director	$676,570	$61,119	$737,689
NELLIE BORRERO	GENERAL MEMBERSHIP	1.00	Director	$0	$0	$0
ROY LOPEZ	GENERAL MEMBERSHIP	1.00	Director	$0	$0	$0
IRMA MORIN	GENERAL MEMBERSHIP	1.00	Director	$0	$0	$0
RAUL RAYMUNDO	GENERAL MEMBERSHIP	1.00	Director	$0	$0	$0
SONIA PEREZ	CHIEF OPERATING OFFICER	40.00	Officer	$430,396	$65,030	$495,426
KEVIN SMITH	CHIEF FINANCIAL OFFICER	40.00	Officer	$300,913	$36,410	$353,628
DELIA DE LA VARA	SVP, ADVANCEMENT & EXTERNAL	40.00	Key Emp	$293,960	$35,301	$329,261
ERIC RODRIGUEZ	SVP, POLICY & ADVOCACY	40.00	Key Emp	$261,081	$56,451	$317,532
MAURICIO GARCIA	SVP, PROGRAMS	40.00	Key Emp	$233,558	$43,509	$277,067
CHARLES KAMASAKI	SENIOR CABINET ADVISOR (THRU 12/9/23)	40.00	Highest	$243,979	$17,078	$261,057
LAURA ARCE CLUTIER	SVP, ECONOMIC INITIATIVES	40.00	Highest	$228,933	$44,176	$273,109
DARCY EISCHENS	VP, OPERATIONS & DEVELOPMENT	40.00	Highest	$232,118	$31,146	$263,264
RITA CARREON	VP, HEALTH	40.00	Highest	$228,350	$19,381	$247,731
LAUTURO DIAZ	VP, HOUSING & FINANCIAL EMPOWERMENT	40.00	Highest	$218,330	$16,912	$235,242

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	$75,868,446	$72,333,491	$139,574,779	$3,534,955
2023	$54,982,669	$63,035,112	$141,020,150	$-8,052,443
2022	$59,760,466	$62,825,541	$148,848,695	$-3,065,075
2021	$69,502,602	$50,525,171	$149,728,935	$18,977,431
2020	$69,713,108	$44,035,212	$133,371,369	$25,677,896
2019	$43,446,020	$41,279,703	$102,901,189	$2,166,317
2018	$42,134,718	$36,049,908	$72,878,200	$6,084,810

UNIDOSUS