THANKS USA (EIN 203973151) - 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

2005

Legal Domicile

Principal Officer

JON ROSA

Phone

7035564259

Tax Period

2019-01-01 to 2019-12-31

THANKS USA, founded in 2005, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2018. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $1.7M exceeded revenue, resulting in a 33% operating deficit.

Mission

THANKS U.S.A. MOBILIZES AMERICANS OF ALL AGES TO "THANK" THE MEN AND WOMEN OF THE UNITED STATES ARMED FORCES BY PROVIDING FINANCIAL NEED-BASED COLLEGE, TECHNICAL, AND VOCATIONAL SCHOOL SCHOLARSHIPS AND PATHWAYS TO MEANINGFUL EMPLOYMENT FOR THEIR SPOUSES AND COLLEGE-AGED CHILDREN.

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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 (2019)

Revenue Breakdown

Contributions & Grants $837,491

Program Service Revenue $0

Investment Income $2,993

Other Revenue $-182,020

TOTAL REVENUE $658,464

Expense Breakdown

Grants Paid $544,697

Salaries & Benefits $437,856

Fundraising Expenses $75,600

Program Expenses $1,197,105

Other Expenses $390,480

TOTAL EXPENSES $1,373,033

Year-over-Year Comparison

	2019	2018	Change
Revenue	$658,464	$1,246,362	-0.5%
Expenses	$1,373,033	$1,661,364	-0.2%
Net Income	$-714,569	$-415,002	+0.7%

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

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

$231,743

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDER EHRLICH	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW DON	DIRECTOR	2.00	Director	$0	$0	$0
ANTHONY APPLEWHAITE	DIRECTOR	2.00	Director	$0	$0	$0
CAPT JOHN P COFFEY	DIRECTOR	2.00	Director	$0	$0	$0
CAROLYN FEREK	SECRETARY	4.00	Officer Director	$0	$0	$0
COL JOHN LANIER WARD	DIRECTOR	2.00	Director	$0	$0	$0
DEANNA TANNER OKUN	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH FRAZEE	DIRECTOR	2.00	Director	$0	$0	$0
FELICIA DELLANINI	DIRECTOR	2.00	Director	$0	$0	$0
FRANK J FAHRENKOPF JR	DIRECTOR	2.00	Director	$0	$0	$0
GEN ANN E DUNWOODY	DIRECTOR	2.00	Director	$0	$0	$0
GEN DAVID PERKINS	DIRECTOR	2.00	Director	$0	$0	$0
GEN GEORGE W CASEY JR	DIRECTOR	2.00	Director	$0	$0	$0
HONORABLE B ROBERT OKUN	CHAIRMAN	6.00	Officer Director	$0	$0	$0
JESSICA MARVENTANO	DIRECTOR	2.00	Director	$0	$0	$0
KELSI OKUN	DIRECTOR	2.00	Director	$0	$0	$0
LARRY DUNCAN	DIRECTOR	2.00	Director	$0	$0	$0
LAURA A ODELL	DIRECTOR	2.00	Director	$0	$0	$0
LILY BECKER	OUTGOING DIRECTOR	2.00	Director	$0	$0	$0
MRS BONNIE AMOS	OUTGOING DIRECTOR	2.00	Director	$0	$0	$0
MRS DEBORAH MULLEN	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA ST GEORGE	TREASURER	3.00	Officer Director	$0	$0	$0
PETER L THOREN	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL OKUN	DIRECTOR	2.00	Director	$0	$0	$0
RADM TERENCE E MCKNIGHT	OUTGOING DIRECTOR	2.00	Director	$0	$0	$0
RHETT BUTLER	DIRECTOR	2.00	Director	$0	$0	$0
RUSS OWEN	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN E BASKIN	DIRECTOR	2.00	Director	$0	$0	$0
TIMOTHY H GILLIS	DIRECTOR	2.00	Director	$0	$0	$0
WIN SHERIDAN	OUTGOING DIRECTOR	2.00	Director	$0	$0	$0
JON ROSA	PRESIDENT	50.00	Officer	$190,000	$2,400	$192,400
MICHELE STORK	EXECUTIVE DIRECTOR THRU 2/19	50.00	Officer	$38,843	$500	$39,343

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
2019	$658,464	$1,373,033	$789,410	$-714,569
2018	$1,246,362	$1,661,364	$1,161,903	$-415,002

THANKS USA