UNION STREET ASSOCIATION INC (EIN 942508073) - 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

2022

Legal Domicile

Phone

4156731273

Tax Period

2024-01-01 to 2024-12-31

UNION STREET ASSOCIATION INC, founded in 2022, is a small nonprofit that reported $133K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $31K, a strong 23% operating margin.

Mission

NEIGHBOR PROMOTION AND BUSINESS

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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 (2024)

Revenue Breakdown

Contributions & Grants $133,415

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $133,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $91,022

Other Expenses $88,383

TOTAL EXPENSES $102,570

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,415	$112,539	+0.2%
Expenses	$102,570	$29,313	+2.5%
Net Income	$30,845	$83,226	-0.6%

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

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
REGAN CAPONE	PRESIDENT	10.00	Officer	$0	$0	$0
ELEANOR CARPENTER	VICE PRESIDENT	7.00	Officer	$0	$0	$0
EARL ADKINS	TREASURER	25.00	Officer	$0	$0	$0
CAROLINE PATTERSON	BOARD MEMBER	3.00	Officer	$0	$0	$0
LINDA KA	BOARD MEMBER	3.00	Officer	$0	$0	$0
SKIP PAS	BOARD MEMBER	3.00	Officer	$0	$0	$0
LARRY MURRAY	BOARD MEMBER	3.00	Officer	$0	$0	$0
SOFIA PINZON	BOARD MEMBER	3.00	Officer	$0	$0	$0
LESLSEY LEONHARDT	EXECUTIVE DIRECTOR	20.00	Officer	$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	$133,415	$102,570	$166,112	$30,845
2023	$112,539	$29,313	$134,563	$83,226

UNION STREET ASSOCIATION INC