Progress Unity Fund (EIN 943382208) - 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

Legal Domicile

Phone

4158212060

Tax Period

2024-01-01 to 2024-12-31

Progress Unity Fund is a small nonprofit in the Human Services sector that reported $651K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $172K, a strong 26% operating margin.

Mission

Progress Unity Fund has provided support for educational programs, seminars, and public forums on the causes and effects of conflicts around the world and exploration of peaceful alternatives to war and militarism.

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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 $516,340

Program Service Revenue $0

Investment Income $79,789

Other Revenue $54,447

TOTAL REVENUE $650,576

Expense Breakdown

Grants Paid $48,000

Salaries & Benefits $43,374

Fundraising Expenses $10,550

Program Expenses $451,429

Other Expenses $387,689

TOTAL EXPENSES $479,063

Year-over-Year Comparison

	2024	2023	Change
Revenue	$650,576	$797,594	-0.2%
Expenses	$479,063	$472,702	+0.0%
Net Income	$171,513	$324,892	-0.5%

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

N/A

Employees

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
Natalie Hrizi	President	1.00	Officer	$0	$0	$0
Elizabeth Lowengard	Treasurer	8.00	Officer	$0	$0	$0
Claire Cook	Secretary	0.50	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	$650,576	$479,063	$2,521,251	$171,513
2023	$797,594	$472,702	$2,337,221	$324,892
2022	$145,817	$187,472	$1,905,252	$-41,655
2021	$154,938	$215,413	$1,944,037	$-60,475
2020	$126,049	$157,697	$2,004,982	$-31,648
2019	$1,966,662	$158,174	$2,036,230	$1,808,488

Progress Unity Fund