USEA FOUNDATION (EIN 046700121) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

HILLARY MISKOE

Phone

7037790440

Tax Period

2023-12-01 to 2024-11-30

USEA FOUNDATION, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $373K in total revenue in fiscal year 2017. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $62K, a strong 17% operating margin.

Mission

TO CARRY OUT THE CHARITABLE PURPOSES AND SUPPORT EDUCATIONAL ACTIVITIES OF THE UNITED STATES EVENTING ASSOCIATION (USEA)

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $340,570

Program Service Revenue $0

Investment Income $111,903

Other Revenue $0

TOTAL REVENUE $452,473

Expense Breakdown

Grants Paid $415,026

Salaries & Benefits $0

Fundraising Expenses $3,576

Program Expenses $415,026

Other Expenses $60,002

TOTAL EXPENSES $475,028

Year-over-Year Comparison

	2023	2022	Change
Revenue	$452,473	$954,521	-0.5%
Expenses	$475,028	$449,192	+0.1%
Net Income	$-22,555	$505,329	-1.0%

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

Employees

N/A

Volunteers

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

$177,437

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HILLARY MISKOE	CHAIR	3.00	Officer Director	$0	$0	$0
CAROL KOZLOWSKI	SECRETARY	2.00	Officer Director	$0	$0	$0
ERIC MARKELL	TREASURER	2.00	Officer Director	$0	$0	$0
ROXANNE BOOTH	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN ELLIOTT	TRUSTEE	1.00	Director	$0	$0	$0
VICKI HOWARD-FINE	TRUSTEE	1.00	Director	$0	$0	$0
ALSTON KERR	TRUSTEE	1.00	Director	$0	$0	$0
DARRIN MOLLETT	TRUSTEE	1.00	Director	$0	$0	$0
MAX CORCORAN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN R BURK	CHIEF EXECUTIVE OFFICER	5.00	Officer	$0	$0	$177,437

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	$452,473	$475,028	$2,956,478	$-22,555
2023	$954,521	$449,192	$2,905,242	$505,329
2022	$598,652	$385,023	$2,557,689	$213,629
2021	$716,826	$356,905	$2,874,570	$359,921
2020	$651,266	$542,075	$2,730,320	$109,191
2019	$233,109	$417,761	$2,794,668	$-184,652
2018	$372,556	$310,907	$2,844,822	$61,649

USEA FOUNDATION