UNITED SERVICERS ASSOCIATION INC (EIN 363879258) - 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

1992

Legal Domicile

Principal Officer

WENDY PARKER

Phone

8006832558

Tax Period

2024-04-01 to 2025-03-31

UNITED SERVICERS ASSOCIATION INC, founded in 1992, is a small nonprofit that reported $941K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 18% operating deficit.

Mission

To develop and provide services and programs intended to assist members in building strong businesses in North America's competitive environment. These services shall include but not limited to education, manufacturer relationships, marketing and operational programs.

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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 $935,045

Program Service Revenue $0

Investment Income $5,483

Other Revenue $0

TOTAL REVENUE $940,528

Expense Breakdown

Grants Paid $0

Salaries & Benefits $152,562

Fundraising Expenses $0

Program Expenses $732,838

Other Expenses $947,938

TOTAL EXPENSES $1,108,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$940,528	$1,046,489	-0.1%
Expenses	$1,108,000	$987,238	+0.1%
Net Income	$-167,472	$59,251	-3.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH BROWN	FORMER EXECUTIVE DIRECTOR	40.00		$110,054	$0	$110,054
Wendy Parker	Executive Director	40.00		$38,600	$0	$38,600
DAVID COSTANZO	Vice President	5.00	Director	$0	$0	$0
JASON FLETCHER	Director	2.00	Director	$0	$0	$0
DAVID OLIVA	Director	2.00	Director	$0	$0	$0
SCOTT PEARCE	Director	2.00	Director	$0	$0	$0
DOUGLAS SCHEER	Director	2.00	Director	$0	$0	$0
MISTRY TROGDON	Director	2.00	Director	$0	$0	$0
DARIN WILLIAMS	Director	2.00	Director	$0	$0	$0
GEORGE DEMPSEY	Vice President	5.00	Officer	$0	$0	$0
DAVE SMITH	President	10.00	Officer	$0	$0	$0
DEBBIE KLINTWORTH	Secretary	5.00	Officer	$0	$0	$0
FRED HOLBROOK	Treasurer	8.00	Officer	$0	$0	$0
RENEE GALIOTO	Past President	10.00	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	$940,528	$1,108,000	$520,555	$-167,472
2024	$1,046,489	$987,238	$1,106,447	$59,251
2023	$863,867	$833,886	$638,775	$29,981
2022	$819,440	$850,162	$581,516	$-30,722
2021	$197,031	$144,279	$454,769	$52,752
2020	$647,039	$557,399	$402,017	$89,640
2019	$675,203	$588,847	$377,117	$86,356

UNITED SERVICERS ASSOCIATION INC