USO of Pennsylvania and Southern New Jersey Inc (EIN 231426011) - 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

1993

Legal Domicile

Principal Officer

Jo Anne Schultze

Phone

2153658010

Tax Period

2019-01-01 to 2019-08-31

USO of Pennsylvania and Southern New Jersey Inc, founded in 1993, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2019. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 51% operating deficit.

Mission

In appreciation of the selfless service and sacrifice of our troops and their families, Liberty USO delivers comfort, care, and support to troops and their families who reside in or pass through our service areas in Pennsylvania and Southern New Jersey.

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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 $1,083,987

Program Service Revenue $0

Investment Income $6,453

Other Revenue $133,157

TOTAL REVENUE $1,223,597

Expense Breakdown

Grants Paid $0

Salaries & Benefits $849,850

Fundraising Expenses $215,771

Program Expenses $1,160,887

Other Expenses $992,248

TOTAL EXPENSES $1,842,098

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,223,597	$2,114,855	-0.4%
Expenses	$1,842,098	$2,163,906	-0.1%
Net Income	$-618,501	$-49,051	+11.6%

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

414

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

$284,269

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joseph Brooks	President & CEO	40.00	Officer	$235,579	$17,432	$253,011
Jo Anne Schultze	Executive Dir.	40.00	Officer	$31,258	$0	$31,258
Alan Reyes	Chairman	2.00	Officer Director	$0	$0	$0
Tina Jonas	ViceChair/Treas	2.00	Officer Director	$0	$0	$0
Tammy Heiser	Secretary	2.00	Officer Director	$0	$0	$0
Ryan Peters	Chairman	2.00	Officer Director	$0	$0	$0
Wesley Craig	Director	2.00	Director	$0	$0	$0
Joe Crandall	Director	2.00	Director	$0	$0	$0
Donald DeGrazia	Director	2.00	Director	$0	$0	$0
Richard Israel	Director	2.00	Director	$0	$0	$0
Jay Dragone	Director	2.00	Director	$0	$0	$0
James Lee	Director	2.00	Director	$0	$0	$0
Michael Middleman	Director	2.00	Director	$0	$0	$0
Barbara Mihatov	Director	2.00	Director	$0	$0	$0
Chris Minister	Director	2.00	Director	$0	$0	$0
Peggy Verdi	Director	2.00	Director	$0	$0	$0
Kenneth Wong	Director	2.00	Director	$0	$0	$0
Bob Langol	Director	2.00	Director	$0	$0	$0
John DiNapoli	Director	2.00	Director	$0	$0	$0
John Brazer	Director	2.00	Director	$0	$0	$0
David Dougherty	Director	2.00	Director	$0	$0	$0
Chris Stengal	Director	2.00	Director	$0	$0	$0
Joe Witte	Director	2.00	Director	$0	$0	$0
Colleen Crowley	Director	2.00	Director	$0	$0	$0
Marty Babitz	Director	2.00	Director	$0	$0	$0
Desa Burton	Director	2.00	Director	$0	$0	$0
Philip Dunn	Director	2.00	Director	$0	$0	$0
Kristin Houston	Director	2.00	Director	$0	$0	$0
Jack Pinter	Director	2.00	Director	$0	$0	$0

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	$1,223,597	$1,842,098	No data	$-618,501

USO of Pennsylvania and Southern New Jersey Inc