US MARSHALS SURVIVORS BENEFIT FUND (EIN 453930625) - 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

2012

Legal Domicile

Phone

2025053863

Tax Period

2023-01-01 to 2023-12-31

US MARSHALS SURVIVORS BENEFIT FUND, founded in 2012, is a small nonprofit in the Public & Societal Benefit sector that reported $502K in total revenue in fiscal year 2023. The organization ran a surplus of $398K, a strong 79% operating margin.

Mission

Provide economic assistance to families of fallen Marshals.

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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 $552,453

Program Service Revenue $0

Investment Income $33,791

Other Revenue $-83,791

TOTAL REVENUE $502,453

Expense Breakdown

Grants Paid $7,824

Salaries & Benefits $55,200

Fundraising Expenses $0

Program Expenses $7,824

Other Expenses $41,559

TOTAL EXPENSES $104,583

Year-over-Year Comparison

	2023	2022	Change
Revenue	$502,453	$472,839	+0.1%
Expenses	$104,583	$184,989	-0.4%
Net Income	$397,870	$287,850	+0.4%

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

$55,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carl Caulk	Executive Dir.	30.00	Officer	$55,200	$0	$55,200
John Clark	Chairman	1.00	Officer Director	$0	$0	$0
Michael Prout	Vice Chairman	1.00	Officer Director	$0	$0	$0
John Patrignani	Treasurer	5.00	Officer Director	$0	$0	$0
David Harlow	Secretary	1.00	Officer Director	$0	$0	$0
John Bolen	Director	1.00	Director	$0	$0	$0
Drenan Dudley	Director	1.00	Director	$0	$0	$0
Dennis Munchel	Director	1.00	Director	$0	$0	$0
Daniel O'Donnell	Director	1.00	Director	$0	$0	$0
William Pickle	Director	1.00	Director	$0	$0	$0
William Sorukas	Director	1.00	Director	$0	$0	$0
Donald Washington	Director	1.00	Director	$0	$0	$0
Robert Finan	Member Emeritus	1.00	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	No data	No data	No data	No data
2023	$502,453	$104,583	$1,951,740	$397,870
2022	$472,839	$184,989	$1,457,584	$287,850
2021	$480,427	$386,197	$1,336,620	$94,230
2020	$260,918	$140,630	$1,226,166	$120,288

US MARSHALS SURVIVORS BENEFIT FUND