Public Charity

UNITUS INVESTMENT MANAGEMENT

UNITUS INVESTMENT MANAGEMENT is a Public Charity headquartered in OREM, UT. Financial data from the 2025 filing: $99K revenue, $859K expenses, $2.8M total assets. 1 publicly reported grants to this organization, totaling roughly $900K, appear in IRS filings.

EIN: 202049475 OREM, UT International Economic Development NTEE: Q32 Latest filing: 2025
Total Revenue$99K
Total Expenses$859K
Total Assets$2.8M
Grant Records1
Funding Total$900K
Filing Years2022–2025

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

Where $100 goes at Unitus Investment Management

How Unitus Investment Management divides every $100 it spends, from its own Form 990 filings, averaged across 4 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$100
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
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

2024
Funds for impact investing to better the lives of disadvantaged population
$900,000

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

Secretary Joseph Grenny
Chairman Mike Murray
Board Member Robert Gay
Director VP Treasurer Timothy Stay

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$900,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $99K $859K $2.8M
2024 $1.2M $115K $3.7M
2023 $46K $5K $2.6M
2022 $-52K $56K $2.6M

Between 2022 and 2025, reported annual revenue moved from $-52K to $99K, with total assets most recently reported at $2.8M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for UNITUS INVESTMENT MANAGEMENT

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