USISA CHARITABLE FUND (EIN 431390251) - 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

1986

Legal Domicile

Principal Officer

BRIAN WANEK

Phone

8106425843

Tax Period

2023-09-01 to 2024-08-31

USISA CHARITABLE FUND, founded in 1986, is a small nonprofit in the Recreation & Sports sector that reported $197K in total revenue in fiscal year 2023. Revenue surged 85% from the prior year, signaling strong growth momentum. Expenses of $315K exceeded revenue, resulting in a 60% operating deficit.

Mission

TO PROVIDE FINANCIAL SUPPORT TO U.S. SPEEDSKATING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $196,685

Other Revenue $0

TOTAL REVENUE $196,685

Expense Breakdown

Grants Paid $307,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $314,107

Other Expenses $8,008

TOTAL EXPENSES $315,008

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,685	$106,328	+0.8%
Expenses	$315,008	$327,825	0.0%
Net Income	$-118,323	$-221,497	-0.5%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
BETH JURGENSMEYER	VICE-PRESIDENT	Officer Director	$0	$0	$0
TONY SARGENT	SECRETARY	Officer Director	$0	$0	$0
DAVID DEMAREST	DIRECTOR	Director	$0	$0	$0
MIKE PLANT	PRESIDENT	Officer Director	$0	$0	$0
BRIAN WANEK	TREASURER	Officer 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
2024	$196,685	$315,008	$3,232,287	$-118,323
2023	$106,328	$327,825	$3,150,244	$-221,497
2022	$150,447	$278,669	$3,335,116	$-128,222
2021	$461,369	$82,056	$4,054,635	$379,313
2020	$216,741	$162,422	$3,347,077	$54,319
2019	$95,650	$157,944	$3,151,709	$-62,294
2018	$87,190	$156,915	$3,171,113	$-69,725

USISA CHARITABLE FUND