USO FOUNDATION (EIN 208861567) - 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

2007

Legal Domicile

Principal Officer

WILLIAM J LYNN III

Phone

7039086400

Tax Period

2024-01-01 to 2024-12-31

USO FOUNDATION, founded in 2007, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2018. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.8M, a strong 86% operating margin.

Mission

SUPPORT OF USO, INC.'S MISSION TO STRENGTHEN THE WELL-BEING OF THE PEOPLE (CONTINUED IN SCHEDULE O) SERVING IN AMERICA'S MILITARY AND THEIR FAMILIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $7,163,123

Other Revenue $0

TOTAL REVENUE $7,163,123

Expense Breakdown

Grants Paid $15,179,369

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,179,369

Other Expenses $524,484

TOTAL EXPENSES $15,703,853

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,163,123	$7,538,820	0.0%
Expenses	$15,703,853	$12,272,899	+0.3%
Net Income	$-8,540,730	$-4,734,079	+0.8%

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

$728,880

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM J LYNN III	PRESIDENT & CHAIRMAN	2.00	Officer Director	$0	$0	$0
ANDREW MAGLIOCHETTI	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY BILLINGTON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MALONE	DIRECTOR (BEG 01/24)	1.00	Director	$0	$0	$0
MARSHALL NADEL	DIRECTOR (BEG 01/24)	1.00	Director	$0	$0	$0
ROBERT MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN LINEBERGER	DIRECTOR (BEG 01/24)	1.00	Director	$0	$0	$0
KRISTINE SHUMACK	TREASURER; USO, INC. CFO	2.00	Officer	$0	$63,724	$480,257
WARREN CARSTEN	SEC; USO, INC. VP FIN SYS	2.00	Officer	$0	$34,195	$248,623

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	$7,163,123	$15,703,853	$158,961,433	$-8,540,730
2023	$7,538,820	$12,272,899	$155,426,087	$-4,734,079
2022	$18,556,427	$3,344,529	$144,641,510	$15,211,898
2021	$11,083,062	$482,870	$165,850,457	$10,600,192
2020	$10,885,043	$502,072	$147,146,035	$10,382,971
2019	$30,939,540	$495,335	$131,992,293	$30,444,205
2018	$3,274,675	$448,431	$89,657,233	$2,826,244

USO FOUNDATION