SEP UNITED (EIN 873314553) - 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

2021

Legal Domicile

Principal Officer

Charlie Lopez

Phone

5622679419

Tax Period

2023-01-01 to 2023-12-31

SEP UNITED, founded in 2021, is a small nonprofit in the Human Services sector that reported $572K in total revenue in fiscal year 2023. Revenue surged 164% from the prior year, signaling strong growth momentum. Expenses of $516K left a modest 10% surplus.

Mission

About Our Organization SEP United, Inc. is a non-profit 501(c)(3) organization that maximizes the personal and economic independence of individuals with intellectual and developmental disabilities by helping them obtain and sustain employment in the community. SEP United, Inc. provides services to help individuals with intellectual and developmental disabilities achieve successful employment in 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 $37,935

Program Service Revenue $504,193

Investment Income $0

Other Revenue $30,000

TOTAL REVENUE $572,128

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $387,808

Fundraising Expenses $0

Program Expenses $515,377

Other Expenses $127,661

TOTAL EXPENSES $516,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$572,128	$217,082	+1.6%
Expenses	$516,469	$213,157	+1.4%
Net Income	$55,659	$3,925	+13.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kimberly Canizalez	President	5	Director	$0	$0	$0
Sergio Uribe	Secretary	5	Director	$0	$0	$0
Norm Arakaki	Member	5	Director	$0	$0	$0
Alexander Dominguez	Member	5	Director	$0	$0	$0
Crystal Pagani	Member	5	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	$572,128	$516,469	$70,248	$55,659
2022	$217,082	$213,157	$3,925	$3,925

SEP UNITED