ASURION COMPASSION FUND (EIN 263707117) - 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

2008

Legal Domicile

Principal Officer

YANIKA SMITH-BARTLEY

Phone

6158373000

Tax Period

2024-01-01 to 2024-12-31

ASURION COMPASSION FUND, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $861K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $285K, a strong 33% operating margin.

Mission

EMPLOYEE-FOR-EMPLOYEE FUND TO PROVIDE A VEHICLE WHEREBY EMPLOYEES OF ASURION CAN HELP OTHER EMPLOYEES IN TIMES OF NEED AND PROVIDE GRANTS TO OTHER NOT-FOR-PROFIT ORGANIZATIONS.

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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 $844,679

Program Service Revenue $0

Investment Income $36,385

Other Revenue $-20,164

TOTAL REVENUE $860,900

Expense Breakdown

Grants Paid $520,740

Salaries & Benefits $0

Fundraising Expenses $6,739

Program Expenses $520,740

Other Expenses $55,328

TOTAL EXPENSES $576,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$860,900	$939,691	-0.1%
Expenses	$576,068	$860,861	-0.3%
Net Income	$284,832	$78,830	+2.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YANIKA SMITH-BARTLEY	PRESIDENT (EFF. AUG. 2024)	0.10	Officer Director	$0	$0	$0
MITCHELL WELTY	TREASURER	2.00	Officer Director	$0	$0	$0
APRIL BERMAN	SECRETARY	0.10	Officer Director	$0	$0	$0
DAVID BARBUTO	DIRECTOR	0.10	Director	$0	$0	$0
SYLVESTER CARSTARPHEN	DIRECTOR (EFF. AUG. 2024)	0.10	Director	$0	$0	$0
TODD CHRETIEN	DIRECTOR	0.10	Director	$0	$0	$0
MICHAEL DOLEZAL	DIRECTOR	0.10	Director	$0	$0	$0
PAUL HETRICK	DIRECTOR	0.10	Director	$0	$0	$0
JOHN LEONARD	DIRECTOR	0.10	Director	$0	$0	$0
JOHN POWENSKI	DIRECTOR (EFF. AUG. 2024)	0.10	Director	$0	$0	$0
GUS PURYEAR	DIRECTOR	0.10	Director	$0	$0	$0
MELINDA NOBLITT	EXECUTIVE DIRECTOR (THRU NOV. 2024	20.00	Officer Director	$0	$0	$0
AMY OREM	PRESIDENT (THRU. MAY 2024)	0.10	Officer Director	$0	$0	$0
TONY DETTER	DIRECTOR (THRU JUNE 2024)	0.10	Director	$0	$0	$0
JOHN PEEK	DIRECTOR (THRU JUNE 2024)	0.10	Director	$0	$0	$0
CASEY SANTOS	DIRECTOR (THRU AUG. 2024)	0.10	Director	$0	$0	$0
DIANE BIES	EXECUTIVE DIRECTOR (EFF. NOV. 2024	20.00	Officer	$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
2024	$860,900	$576,068	$1,596,760	$284,832
2023	$939,691	$860,861	$1,326,928	$78,830
2022	$889,232	$1,143,304	$1,240,412	$-254,072
2021	$831,862	$988,074	$1,500,898	$-156,212
2020	$578,627	$796,602	$1,684,636	$-217,975
2019	$861,939	$565,076	$1,871,794	$296,863
2018	$774,659	$684,971	$1,575,696	$89,688

ASURION COMPASSION FUND