PAUL B KEIGHIN UNITRUST 1045010048 (EIN 901116980) - 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

1992

Legal Domicile

Principal Officer

MARTHA TINSLEY

Phone

2173654800

Tax Period

2023-01-01 to 2023-12-31

PAUL B KEIGHIN UNITRUST 1045010048, founded in 1992, is a micro nonprofit that reported $12K in total revenue in fiscal year 2023. Revenue surged 219% from the prior year, signaling strong growth momentum. Expenses of $94K exceeded revenue, resulting in a 698% operating deficit.

Mission

Charitable trust pays income (unitrust amount) to two named churches and a hospital; trust will eventually distribute outright to the samed named charitable beneficiaries.

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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 $0

Program Service Revenue $0

Investment Income $11,834

Other Revenue $0

TOTAL REVENUE $11,834

Expense Breakdown

Grants Paid $91,845

Salaries & Benefits $823

Fundraising Expenses $0

Program Expenses $91,845

Other Expenses $1,740

TOTAL EXPENSES $94,408

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,834	$3,713	+2.2%
Expenses	$94,408	$7,839	+11.0%
Net Income	$-82,574	$-4,126	+19.0%

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

N/A

Independent Members

N/A

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
N/A	TRUSTEE	N/A		$823	$0	$823

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
2023	$11,834	$94,408	No data	$-82,574
2022	$3,713	$7,839	$82,572	$-4,126
2021	$7,633	$8,007	$86,713	$-374
2020	$4,488	$7,943	$87,122	$-3,455
2019	$4,046	$8,017	$90,563	$-3,971

PAUL B KEIGHIN UNITRUST 1045010048