ROBERT L KEIGHIN UNITRUST 10450100… - Form 990 Financial Data

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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

Phone

2173654800

Tax Period

2023-01-01 to 2023-12-31

ROBERT L KEIGHIN UNITRUST 1045010039, founded in 1992, is a micro nonprofit that reported $12K in total revenue in fiscal year 2023. Revenue surged 406% from the prior year, signaling strong growth momentum. Expenses of $94K exceeded revenue, resulting in a 649% operating deficit.

Mission

Charitable trust pays income (unitrust amount) to two named churches and a medical research organization; will eventually distribute outright to the same named charitable beneficiaries.

Program Service Accomplishments

Program 1

Expenses: $36,449

Distributions to United Methodist Church of Urbana.

Program 2

Expenses: $36,449

Distributions to the Carle Development Fund.

Program 3

Expenses: $18,224

Distributions to the Kempton United Methodist Church.

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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 $12,499

Other Revenue $0

TOTAL REVENUE $12,499

Expense Breakdown

Grants Paid $91,122

Salaries & Benefits $817

Fundraising Expenses $0

Program Expenses $91,122

Other Expenses $1,740

TOTAL EXPENSES $93,679

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,499	$2,471	+4.1%
Expenses	$93,679	$7,757	+11.1%
Net Income	$-81,180	$-5,286	+14.4%

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

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		$817	$0	$817

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	$12,499	$93,679	No data	$-81,180
2022	$2,471	$7,757	$81,180	$-5,286
2021	$8,780	$7,969	$86,479	$811
2020	$2,845	$7,866	$85,667	$-5,021
2019	$3,808	$7,963	$90,673	$-4,155

ROBERT L KEIGHIN UNITRUST 1045010039