Unidos South OC Inc
Nonprofit profile at a glance
- EIN
- 823510252
- IRS 990 coverage
- 2019–2025
- Forms available
- Form 990 2025, Form 990-EZ 2018, Form 990-N 2017
- Location
- San Juan Capistrano, CA, USA
- Phone
- 9493260320
- Rating
- 58
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Human Service Organizations
Reported finances
- Revenue
- $1,058,512
- Expenses
- $822,798
- Assets
- $797,794
- Liabilities
- $404,305
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- Heather Chapman (President)
Highest reported compensation
- Heather Chapman (President): $74,818 total reported compensation
- John Chapman (CoExec Director): $74,808 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Cultivating a resident lead movement towards a thriving community, as a reflection of God's love.
What it reported doing in 2025
Community-Building: Programs, projects, and meetings with adults and collaboration and communication with outside agencies and volunteers. Community events and trainings for community members.Education and Enrichment: Activities supporting children, including: educational assistance such as assistance with homework and tutoring, field trips, and camps.Other Community Support.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of voting board members are independent and a relatively small share of available resources goes toward mission work.
Rating breakdown
- Financial Efficiency: 60
- Transparency & Controls: 86
- Accountability: 5
- Sustainability: 51
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 55.6%; rating input score 56
- Program expense ratio: 71.5%; rating input score 71
- Fundraising efficiency: $15.39 raised per $1 spent on fundraising; rating input score 48; 48th percentile among comparable filings
Transparency & Controls
- Consistency checks: 91.7%; rating input score 92; 15th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 6th percentile among comparable filings
- Governance controls: 1 of 9 controls in place; rating input score 11
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Fail
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 22.3%; rating input score 75; 75th percentile among comparable filings
- Total-asset coverage ratio: 0.97; rating input score 42; 42nd percentile among comparable filings
- Liabilities to assets ratio: 0.51; rating input score 12; 12th percentile among comparable filings
- Officer compensation ratio: 18.2%; rating input score 19; 19th percentile among comparable filings
Growth
- Program expense growth: 19.3% per year; rating input score 100; 78th percentile among comparable filings
- Revenue growth: 21.4% per year; rating input score 100; 84th percentile among comparable filings
- Asset growth: 23.4% per year; rating input score 100; 83rd percentile among comparable filings
Details
- Where the money goes: 55.6% of revenue deployed · 71.5% of spending went to programs
- Governance: 0 of 12 board members independent · 1 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $588K in reported program spending
- Leadership: top reported pay $75K · 12 people listed
- Consistency: 27 of 28 current checks pass · 1 finding to review
- Schedules: 4 filed schedules · includes major donors
- Filing history: 7 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Independent voting board scored 0/100.
- Review — Financial Efficiency: Mission deployment rate scored 56/100.
- High — Accountability: Governance controls: 7 of 8 not reported.
- Moderate — Financial Efficiency: Fundraising efficiency scored 48/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
- High — Sustainability: Liabilities to assets ratio scored 12/100.
- High — Sustainability: Officer compensation ratio scored 19/100.