ASURION COMPASSION FUND

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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

MITCHELL WELTY

Phone

6158373000

Tax Period

2025-01-01 to 2025-12-31

ASURION COMPASSION FUND, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $782K in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $469K, a strong 60% operating margin.

Mission

THE ASURION COMPASSION FUND OPERATES AS AN EMPLOYEE-FOR-EMPLOYEE FUND TO PROVIDE A VEHICLE WHEREBY EMPLOYEES OF ASURION CAN HELP OTHER EMPLOYEES IN TIMES OF NEED. IN ADDITION, THE FUND PROVIDES SUPPORT TO OTHER NOT-FOR-PROFIT ORGANIZATIONS IN THE LOCAL COMMUNITIES WHERE ASURION EMPLOYEES LIVE AND WORK.

Program Service Accomplishments

Program 1

Expenses: $163,263

HARDSHIP ASSISTANCE: PROVIDED GRANTS TO 76 ASURION EMPLOYEES AND THEIR FAMILIES WHO WERE AFFECTED BY HARDSHIPS DUE TO AN EVENT BEYOND THEIR CONTROL INCLUDING DISASTERS, CARE FOR SELF OR FAMILY...

HARDSHIP ASSISTANCE: PROVIDED GRANTS TO 76 ASURION EMPLOYEES AND THEIR FAMILIES WHO WERE AFFECTED BY HARDSHIPS DUE TO AN EVENT BEYOND THEIR CONTROL INCLUDING DISASTERS, CARE FOR SELF OR FAMILY MEMBERS, EMERGENCY TRAVEL, FUNERAL EXPENSES AND OTHER HARDSHIPS.

Program 2

Expenses: $100,000

NOT-FOR-PROFIT SUPPORT: GRANTS TO OTHER NOT-FOR-PROFIT ORGANIZATIONS IN THE LOCAL COMMUNITIES WHERE ASURION EMPLOYEES LIVE AND WORK.

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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 (2025)

Revenue Breakdown

Contributions & Grants $775,569

Program Service Revenue $0

Investment Income $30,064

Other Revenue $-23,643

TOTAL REVENUE $781,990

Expense Breakdown

Grants Paid $263,263

Salaries & Benefits $0

Fundraising Expenses $490

Program Expenses $263,263

Other Expenses $49,580

TOTAL EXPENSES $312,843

Year-over-Year Comparison

	2025	2024	Change
Revenue	$781,990	$860,900	-0.1%
Expenses	$312,843	$576,068	-0.5%
Net Income	$469,147	$284,832	+0.6%

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	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
PABLO BRIZI	DIRECTOR (EFF. APRIL 2025)	0.10	Director	$0	$0	$0
SYLVESTER CARSTARPHEN	DIRECTOR	0.10	Director	$0	$0	$0
LISA CULP	DIRECTOR (EFF. Q4 2025)	0.10	Director	$0	$0	$0
BETH DAVIS	DIRECTOR (EFF. AUG 2025)	0.10	Director	$0	$0	$0
MICHAEL DOLEZAL	DIRECTOR	0.10	Director	$0	$0	$0
SIMRUN GIALLEONARDO	DIRECTOR (EFF. AUG 2025)	0.10	Director	$0	$0	$0
PAUL HETRICK	DIRECTOR	0.10	Director	$0	$0	$0
JOHN LEONARD	DIRECTOR	0.10	Director	$0	$0	$0
MARIA PINCHEVSKY	DIRECTOR (EFF. Q4 2025)	0.10	Director	$0	$0	$0
JOHN POWENSKI	DIRECTOR	0.10	Director	$0	$0	$0
DAVID BARBUTO	DIRECTOR (THRU Q4 2025)	0.10	Director	$0	$0	$0
TODD CHRETIEN	DIRECTOR (THRU Q4 2025)	0.10	Director	$0	$0	$0
GUS PURYEAR	DIRECTOR (THRU AUG 2025)	0.10	Director	$0	$0	$0
DIANE BIES	EXECUTIVE DIRECTOR	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
2025	$781,990	$312,843	$2,066,744	$469,147
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