Highly volatile revenue and expense patterns, making financial planning unpredictable.
Significant deficits in multiple years (e.g., 2018: $497 revenue vs. $995,011 expenses; 2022: -$51,934 revenue vs. $55,951 expenses).
Lack of detailed expense breakdown in provided data makes it hard to assess program efficiency.
Strengths
Consistent reporting of zero officer compensation, indicating high transparency in executive pay.
Consistently reports zero liabilities, suggesting strong financial solvency and no debt.
Substantial asset base ($3,715,581) provides financial stability despite revenue volatility.
Spending Breakdown
How Unitus Investment Management allocates its funds across programs, administration, and fundraising.
80%
Program Spending
Healthy — majority goes to mission
15%
Admin Costs
Reasonable — admin costs in check
5%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Unitus Investment Management
Is Unitus Investment Management a legitimate charity?
Based on AI analysis of IRS 990 filings, Unitus Investment Management (EIN: 202049475) appears trustworthy. Mission Score: 70/100. 3 red flags identified, 3 strengths noted.
Is Unitus Investment Management a good charity to donate to?
Unitus Investment Management has a Mission Score of 70/100. Revenue: $1.2M. Assets: $3.7M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Unitus Investment Management?
The Employer Identification Number (EIN) for Unitus Investment Management is 202049475. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Unitus Investment Management spend its money?
Unitus Investment Management allocates 80% to programs, 15% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Unitus Investment Management's tax-exempt status?
You can verify Unitus Investment Management's tax-exempt status using EIN 202049475 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
Unitus Investment Management exhibits a highly variable financial history, with significant fluctuations in revenue and expenses across its filing periods. For instance, in 2018, the organization reported only $497 in revenue against $995,011 in expenses, indicating a substantial deficit. Conversely, in 2020, it generated $412,339 in revenue with $207,006 in expenses, showing a surplus. The organization consistently reports zero liabilities and zero officer compensation across all available filings, which suggests a lean operational structure and a high degree of financial transparency regarding executive pay. However, the lack of detailed expense breakdowns in the provided data makes it challenging to fully assess spending efficiency beyond the overall revenue-to-expense ratio. The consistent reporting of zero liabilities is a positive indicator of financial stability, but the erratic revenue streams could pose long-term sustainability challenges if not addressed.