CARE2 FUND AT USLI INC (EIN 453516159) - 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

2011

Legal Domicile

Principal Officer

Sasha D Moul

Phone

8005235545

Tax Period

2023-01-01 to 2023-12-31

CARE2 FUND AT USLI INC, founded in 2011, is a small nonprofit in the Human Services sector that reported $923K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

To provide the employees of USLI the opportunity to request donations to be made to charities and causes to which they have a direct, personal connection, and to serve as a portal for funds raised from USLI employees and customers to support a broad range of charitable causes and 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 (2023)

Revenue Breakdown

Contributions & Grants $942,945

Program Service Revenue $0

Investment Income $0

Other Revenue $-20,222

TOTAL REVENUE $922,723

Expense Breakdown

Grants Paid $937,720

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $942,819

Other Expenses $13,009

TOTAL EXPENSES $950,729

Year-over-Year Comparison

	2023	2022	Change
Revenue	$922,723	$1,016,808	-0.1%
Expenses	$950,729	$1,012,961	-0.1%
Net Income	$-28,006	$3,847	-8.3%

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
Thomas P Nerney	Chairman	1	Director	$0	$0	$0
Joseph J McLaughlin Jr	Director	0.3	Director	$0	$0	$0
Stephen M Lyons	Director	0.30	Director	$0	$0	$0
Sasha D Moul	President	2	Officer	$0	$0	$0
John Vesey	Secretary	2	Officer	$0	$0	$0
David A Skoog	Treasurer	5	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$922,723	$950,729	$462,691	$-28,006
2022	$1,016,808	$1,012,961	$490,697	$3,847
2021	$1,924,732	$1,899,963	$486,850	$24,769
2020	$1,848,656	$1,421,929	$462,081	$426,727

CARE2 FUND AT USLI INC