STRATEGY STUDIO / PUBLIC DATA EXPLORER

UNITUS INVESTMENT MANAGEMENT

Cite this

Plain text UNITUS INVESTMENT MANAGEMENT. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/202049475. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). UNITUS INVESTMENT MANAGEMENT [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/202049475

MLA “UNITUS INVESTMENT MANAGEMENT.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/202049475. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990 · revenue $99K · expenses $859K · assets $2.8M

EIN
20-2049475
Address
435 S 660 W, OREM, UT 84058-6078
NTEE code
Q32
Subsection
501(c)(3)
Ruling year
2007
Cross-check
ProPublica Nonprofit Explorer

Mission

To provide a vehicle for carrying out certain activities on behalf of and within the function of Unitus Labs a supported organization under IRC Section 501C3 and 509A1

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Edward Bland - Res 82010 (former) DIRECTOR2010 $286,112$286,112 1
Dave Richards (former) TREASURER THRU 9/122010-2012 $116,250$185,250 2
Tim Stay (former) Director VP Treasurer2012-2020 $0$63,374 2

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Joseph Grenny Secretary2010-2025 1 $0 reported 2
Mike Murray Chairman2010-2025 1 $0 reported 2
Robert Gay Board Member2013-2025 1 $0 reported 2
Timothy Stay Director VP Treasurer2022-2025 2 $0 reported 1
Elizabeth Funk - Res 82010 (former) DIRECTOR2010 1 $0 reported 1

People by year

2025 · 4 people listed · none paid · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Joseph Grenny Secretary1 $0$0$0 $02
Mike Murray Chairman1 $0$0$0 $02
Timothy Stay Director VP Treasurer2 $0$0$0 $01
Robert Gay Board Member1 $0$0$0 $02
2024 · 4 people listed · none paid · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Joseph Grenny Secretary1 $0$0$0 $02
Mike Murray Chairman1 $0$0$0 $02
Timothy Stay Director VP Treasurer2 $0$0$0 $01
Robert Gay Board Member1 $0$0$0 $02
2023 · 4 people listed · none paid · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Joseph Grenny Secretary1 $0$0$0 $02
Mike Murray Chairman1 $0$0$0 $02
Timothy Stay Director VP Treasurer2 $0$0$0 $01
Robert Gay Board Member1 $0$0$0 $02
2022 · 4 people listed · none paid · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Joseph Grenny Secretary1 $0$0$0 $02
Mike Murray Chairman1 $0$0$0 $02
Timothy Stay Director VP Treasurer2 $0$0$0 $01
Robert Gay Board Member1 $0$0$0 $02
2020 · 4 people listed · none paid · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Joseph Grenny Secretary1 $0$0$0 $02
Mike Murray Chairman1 $0$0$0 $02
Tim Stay Director VP Treasurer2 $0$0$0 $02
Robert Gay Board Member1 $0$0$0 $02
2015 · 4 people listed · none paid · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH GRENNY SECRETARY1 $0$0$0 $02
MIKE MURRAY CHAIRMAN1 $0$0$0 $02
TIM STAY DIRECTOR/VP/TREASURER1 $0$0$0 $02
ROBERT GAY BOARD MEMBER1 $0$0$0 $02
2014 · 4 people listed · 1 paid, $63K · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TIM STAY DIRECTOR/VP/TREASURER1 $0$51,774$11,600 $63,3742
JOSEPH GRENNY SECRETARY1 $0$0$0 $02
MIKE MURRAY CHAIRMAN1 $0$0$0 $02
ROBERT GAY BOARD MEMBER1 $0$0$0 $02
2013 · 4 people listed · none paid · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH GRENNY SECRETARY1 $0$0$0 $02
MIKE MURRAY CHAIRMAN1 $0$0$0 $02
TIM STAY DIRECTOR/VP/TREASURER1 $0$0$0 $02
ROBERT GAY BOARD MEMBER1 $0$0$0 $02
2012 · 4 people listed · 1 paid, $116K · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVE RICHARDS TREASURER THRU 9/121 $0$112,500$3,750 $116,2502
JOSEPH GRENNY SECRETARY1 $0$0$0 $02
MIKE MURRAY CHAIRMAN1 $0$0$0 $02
TIM STAY DIRECTOR/VP/TREASURER1 $0$0$0 $02
2011 · 3 people listed · 1 paid, $38K · 0 employees · 3 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVE RICHARDS TREASURER3 $0$37,500$0 $37,5002
JOSEPH GRENNY SECRETARY1 $0$0$0 $02
MIKE MURRAY CHAIRMAN1 $0$0$0 $02
2010 · 5 people listed · 2 paid, $318K · 0 employees · 3 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD BLAND - RES 82010 DIRECTOR1 $0$281,538$4,574 $286,1121
DAVE RICHARDS TREASURER1 $0$31,500$0 $31,5002
JOSEPH GRENNY SECRETARY1 $0$0$0 $02
MIKE MURRAY CHAIRMAN1 $0$0$0 $02
ELIZABETH FUNK - RES 82010 DIRECTOR1 $0$0$0 $01

Highest-paid independent contractors

2015 · 1 contractor · $394K
NameLocationServicePaid
ELEVAR EQUITY LLCSEATTLE, WASUBMANAGEMENT FEE$394,156
2013 · 2 contractors · $1.3M
NameLocationServicePaid
ELEVAR EQUITY LLCMANAGEMENT SERVICES$655,711
UNITUS IMPACT PARTNERS LLCPROGRAM SERVICES$600,000
2012 · 2 contractors · $1.0M
NameLocationServicePaid
UNITUS IMPACT PARTNERS LLCSAN FRANCISCO, CAPROGRAM SERVICES$600,000
UNITUS EQUITY FUNDBELLEVUE, WASUBMANAGEMENT AGREEMENT$416,512
2011 · 2 contractors · $968K
NameLocationServicePaid
UNITUS IMPACT PARTNERS LLCSAN FRANCISCO, CAPROGRAM SERVICES$568,208
ELEVAR EQUITY LLCBELLEVUE, WAMANAGEMENT SERVICES$400,000
2010 · 1 contractor · $1.1M
NameLocationServicePaid
ELEVARBELLEVUE, WAMANAGEMENT SERVICES$1,138,662

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 1 grant to organizations · $850K
2022 · 1 grant to organizations · $50K
2020 · 1 grant to organizations · $200K
2014 · 1 grant to organizations · $56K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$98,766$859,087 $2,831,255$2,831,255 $0$0 $004
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$1,216,477$115,274 $3,715,581$3,715,581 $1,108,416$0 $004
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$45,842$5,263 $2,614,378$2,614,378 $0$0 $004
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
-$51,934$55,951 $2,573,799$2,573,799 $0-$52,188 $004
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$412,339$207,006 $2,681,684$2,681,684 $0$412,318 $004
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$438,988$620,080 $2,707,641$2,707,641 $0$438,937 $004
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$28,250$126,949 $2,894,817$2,888,733 $0$28,145 $004
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$404,389$1,261,563 $2,993,516$2,987,432 $0$420,002 $004
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$731,830$1,034,039 $3,844,846$3,844,606 $322,520$406,211 $004
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$380,816$1,280,563 $4,418,470$4,146,815 $0$373,387 $36,00003
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$3,082,231$1,182,042 $5,110,788$5,046,562 $0$413,332 $003

Funders of this organization

1 grantor reported grants to this organization, $900,000 in all, tax years 2024 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
UNITUS LABS Public charity Exact 2024 1$900,000 2024$900,000
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Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MADY SISSOKO FOUNDATIONUTQ32 $90,500$19,706 Director; Treasurer$0 Same NTEE code Q32, revenue within 2x, same state
GIVING SPRING FOUNDATIONUTQ32 $69,037$76,329 MANAGING DIRECTOR$0 Same NTEE code Q32, revenue within 2x, same state
MALAWI TALENT FUND INCOHQ32 $130,504$199,470 DIRECTOR$0 Same NTEE code Q32, revenue within 2x
UNDERGROUND COFFEE INTERNATIONALTXQ32 $82,772$83,775 President$0 Same NTEE code Q32, revenue within 2x
LAMBO COMMUNITY INITIATIVEIAQ32 $65,765$14,676 PREDIDENT$0 Same NTEE code Q32, revenue within 2x
RURAL COMMUNITIES DEVELOPMENT INTERNATIONAL INCNJQ32 $135,517$136,548 President$0 Same NTEE code Q32, revenue within 2x
HUMANITARIAN RADIOLOGY DEVELOPMENT CORPS INCDCQ32 $86,211$76,609 PRESIDENT$0 Same NTEE code Q32, revenue within 2x
BRIGHTNESS FOUNDATION INCCAQ32 $70,732$81,490 President/Executive Director$0 Same NTEE code Q32, revenue within 2x
BROOK DEVELOPMENT GROUP INCWIQ32 $61,285$91,415 DIRECTOR$0 Same NTEE code Q32, revenue within 2x
MPOWER NOW INCGAQ32 $145,674$149,822 PRESIDENT/DI$0 Same NTEE code Q32, revenue within 2x
UNDYING HOPE INTERNATIONAL INCTXQ32 $107,437$134,916 PRESIDENT$75,171 Same NTEE code Q32, revenue within 2x
GLOBAL CLEARINGHOUSE FOR DEVELOPMENT FINANCE INCNYQ32 $67,485$72,091 EXECUTIVE DIRECTOR/CHARIMA$55,783 Same NTEE code Q32, revenue within 2x
JUNIOR ACHIEVEMENT OF MIDDLETOWN AREAOHQ32 $167,633$133,422 PRESIDENT/ED$73,123 Same NTEE code Q32, revenue within 2x
ASSISTING ROMANIAN MINISTRIESALQ32 $150,736$164,010 President$0 Same NTEE code Q32, revenue within 2x
MAPLE MICRODEVELOPMENTORQ32 $67,005$124,266 Director and President and Treasurer$0 Same NTEE code Q32, revenue within 2x
FHF MEXICO INCAZQ32 $182,212$112,177 PRESIDENT$0 Same NTEE code Q32, revenue within 2x
AFRICAN HANDICAP RELIEF FUND INCVAQ32 $74,240$72,252 PRESIDENT$0 Same NTEE code Q32, revenue within 2x
COMMUNITY FIRST INITIATIVES INCCAQ32 $68,011$67,920 President$12,000 Same NTEE code Q32, revenue within 2x
VOICES ON THE BORDER INCDCQ32 $190,423$183,820 Executive Director$33,119 Same NTEE code Q32, revenue within 2x
DORIS DILLON SCHOOL IN CAMBODIACAQ32 $103,767$60,025 Treasurer$0 Same NTEE code Q32, revenue within 2x
THE VALENTINE PROJECT INCSCQ32 $90,955$257,507 TRUSTEE/TREASURER$0 Same NTEE code Q32, revenue within 2x
HOPE WITHOUT BORDERS-USA INCWIQ32 $86,075$83,662 Vice-Chairperson/Executive Dir/Eng Director/Treasurer$0 Same NTEE code Q32, revenue within 2x
CIRCLE OF EMPOWERMENT INCWIQ32 $132,771$128,744 Executive Director$0 Same NTEE code Q32, revenue within 2x
SOCIAL INQUIRY INCNYQ32 $59,026$62,167 TREASURER$2,500 Same NTEE code Q32, revenue within 2x
FRIENDS OF ROATAN INCNEQ32 $65,318$30,113 PRESIDENT$0 Same NTEE code Q32, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,685,92678 272016–2024 GIVING SPRING FOUNDATION; ZENA BRAND LAUNCHPAD; FRIENDS OF VILLAGE X INC; THE VALENTINE PROJECT INC and 23 more
GATES FOUNDATION Private foundation$1,052,8697 12013–2023 JUBILEE USA NETWORK INC
ROCKEFELLER FOUNDATION Private foundation$1,044,0755 32014–2023 JUBILEE USA NETWORK INC; GLOBAL CLEARINGHOUSE FOR DEVELOPMENT FINANCE INC; IMPACT FARMING FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$958,84753 152014–2024 CIRENAS INC; BPN FOUNDATION - USA; HAITI SHARE INC; KARAMA CONNECTION and 11 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$813,3005 32013–2024 PRO NATURA GLOBAL FOUNDATION; DORIS DILLON SCHOOL IN CAMBODIA; MAPLE MICRODEVELOPMENT
FORGOOD INC DAF sponsor$751,99636 102011–2024 HOPE WITHOUT BORDERS-USA INC; THE VALENTINE PROJECT INC; HANDS OF MOTHERS; FRIENDS OF TILONIA INC and 6 more
VF FOUNDATION Private foundation$685,0005 12020–2024 IMPACT FARMING FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$516,61629 102013–2024 MALAWI TALENT FUND INC; GLOBAL LEADERSHIP INTERNATIONAL INC; GUATESTAR; BPN FOUNDATION - USA and 6 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$498,23710 32019–2024 AMERICANS FOR ARTSAKH INC; VILLAGE SOLUTIONS INTERNATIONAL; DORIS DILLON SCHOOL IN CAMBODIA
The Bay and Paul Foundations Inc Private foundation$367,5004 12020–2023 MAPLE MICRODEVELOPMENT
GREATER KANSAS CITY COMMUNITY FOUNDATION DAF sponsor$305,4329 12011–2024 HOMES FROM THE HEART INC
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$257,3009 52012–2022 FRIENDS OF TILONIA INC; FREEDOM IN CREATION INC; IMPACT FARMING FOUNDATION INC; THE VALENTINE PROJECT INC and 1 more
CHARITIES AID FOUNDATION AMERICA DAF sponsor$206,0429 52020–2024 UMAMA; RURAL COMMUNITIES DEVELOPMENT INTERNATIONAL INC; JUNIOR ACHIEVEMENT OF MIDDLETOWN AREA; POLLINATE GROUP and 1 more
THE PITTSBURGH FOUNDATION DAF sponsor$185,5003 12022–2024 NYINGTHOP INC
NATIONAL PHILANTHROPIC TR DAF sponsor$179,5006 52014–2024 FRIENDS OF TILONIA INC; TIBETAN COMMUNITY DEVELOPMENT FUND INC; JUBILEE USA NETWORK INC; RESTORE A VOICE INC and 1 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $859,087 spent · pay $0 · grants $850,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $850,000$850,000-- 98.9%
Fees: management $9,087$9,087$0$0 1.1%
Total$859,087100%

View the filing

2024 · Form 990 · $115,274 spent · pay $0 · grants $100,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants outside the US $100,000$100,000-- 86.7%
Fees: management $15,274$15,274$0$0 13.3%
Total$115,274100%

View the filing

2023 · Form 990 · $5,263 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $5,263$5,263$0$0 100.0%
Total$5,263100%

View the filing

2022 · Form 990 · $55,951 spent · pay $0 · grants $50,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $50,000$50,000-- 89.4%
Fees: management $5,921$5,921$0$0 10.6%
Office expenses $30$0$30$0 0.1%
Total$55,951100%

View the filing

2020 · Form 990 · $207,006 spent · pay $0 · grants $200,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $200,000$200,000-- 96.6%
Fees: management $6,916$6,916$0$0 3.3%
Office expenses $90$0$90$0 0.0%
Total$207,006100%

View the filing

2015 · Form 990 · $620,080 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $394,156$394,156-- 63.6%
Other (as described)INTEREST CARRY $218,650$218,650-- 35.3%
Fees: legal $4,684-$4,684- 0.8%
Other (as described)LICENSING FEES $2,275-$2,275- 0.4%
Office expenses $315-$315- 0.1%
Total$620,080100%

View the filing

2014 · Form 990 · $126,949 spent · pay $0 · grants $56,040 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $66,371$66,371-- 52.3%
Grants to US organizations and governments $56,040$56,040-- 44.1%
Fees: legal $4,388-$4,388- 3.5%
Office expenses $150-$150- 0.1%
Total$126,949100%

View the filing

2013 · Form 990 · $1,261,563 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $655,711$655,711-- 52.0%
Fees: other services $600,000-$600,000- 47.6%
Fees: legal $5,130-$5,130- 0.4%
Office expenses $722-$722- 0.1%
Total$1,261,563100%

View the filing

2012 · Form 990 · $1,034,039 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $606,533-$606,533- 58.7%
Fees: management $422,312$216,512$205,800- 40.8%
Other (as described)BUSINESS TAXES $3,954-$3,954- 0.4%
Fees: legal $1,000-$1,000- 0.1%
Other (as described)MEMBERSHIP DUES $150-$150- 0.0%
Other (as described)BANK FEES $90-$90- 0.0%
Total$1,034,039100%

View the filing

2011 · Form 990 · $1,280,563 spent · pay $36,000 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $990,204$990,204-- 77.3%
Fees: other services $109,586-$109,586- 8.6%
Other (as described)INVESTMENT WRITE-OFF $60,000-$60,000- 4.7%
Fees: legal $51,810-$51,810- 4.0%
Pay: officers, directors, trustees, key employees $36,000-$36,000- 2.8%
Travel $16,130-$16,130- 1.3%
Other (as described)BUSINESS TAXES $7,908-$7,908- 0.6%
Advertising and promotion $4,823-$4,823- 0.4%
Fees: accounting $3,170-$3,170- 0.2%
All other expenses $932-$932- 0.1%
Total$1,280,563100%

View the filing

2010 · Form 990 · $1,182,042 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)OTHER CONTRACTUAL EXP. $738,662$738,662-- 62.5%
Fees: management $400,000$400,000-- 33.8%
Fees: legal $20,798-$20,798- 1.8%
Other (as described)OTHER EXPENSE $8,809$8,809-- 0.7%
Fees: accounting $6,938-$6,938- 0.6%
Fees: other services $6,300$6,300-- 0.5%
Office expenses $535$535-- 0.0%
Total$1,182,042100%

View the filing