USSA Investment Fund (EIN 203899237) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

Sophie Goldschmidt

Phone

4356499090

Tax Period

2024-05-01 to 2025-04-30

USSA Investment Fund, founded in 2005, is a community nonprofit in the Recreation & Sports sector that reported $4.3M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.4M, a strong 33% operating margin.

Mission

Operates as a support organization for the United States Ski Association.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,015,782

Program Service Revenue $0

Investment Income $3,334,054

Other Revenue $0

TOTAL REVENUE $4,349,836

Expense Breakdown

Grants Paid $2,699,353

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,699,353

Other Expenses $234,894

TOTAL EXPENSES $2,934,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,349,836	$3,750,214	+0.2%
Expenses	$2,934,247	$2,737,031	+0.1%
Net Income	$1,415,589	$1,013,183	+0.4%

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

$381,540

Total Directors

$381,540

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Keith Pennell	Investment Committee Chair	2.00	Director	$0	$0	$0
Brian Leach	Investment Committee Vice-Chair	1.00	Director	$0	$0	$0
Kipp Nelson	U.S. Ski Association Chair	1.00	Director	$0	$0	$0
Steve Strandberg	U.S. Ski Association Vice-Chair	1.00	Director	$0	$0	$0
Brooke McAffee	Treasurer/Secretary - CFO	3.00	Officer Director	$27,840	$10,345	$381,540

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
2025	$4,349,836	$2,934,247	$78,475,990	$1,415,589
2024	$3,750,214	$2,737,031	$73,712,867	$1,013,183
2023	$5,055,416	$2,562,952	$66,994,026	$2,492,464
2022	$5,414,960	$2,275,537	$64,423,914	$3,139,423
2021	$5,945,615	$2,307,336	$62,212,061	$3,638,279
2020	$5,253,552	$1,864,060	$47,872,894	$3,389,492
2019	$3,492,209	$1,856,393	$46,955,341	$1,635,816

USSA Investment Fund