CUES FUND (EIN 470818922) - 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

1975

Legal Domicile

Principal Officer

MARZIA SHIELDS

Phone

4024515755

Tax Period

2024-07-01 to 2025-06-30

CUES FUND, founded in 1975, is a community nonprofit in the Religion sector that reported $6.9M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

SECURES FINANCIAL SUPPORT THROUGH PRIVATE DONATIONS TO FULLY FUND THE CUES SCHOOL SYSTEM.

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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 $6,585,512

Program Service Revenue $12,916

Investment Income $391,565

Other Revenue $-79,650

TOTAL REVENUE $6,910,343

Expense Breakdown

Grants Paid $6,326,665

Salaries & Benefits $863,029

Fundraising Expenses $0

Program Expenses $7,277,013

Other Expenses $350,961

TOTAL EXPENSES $7,540,655

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,910,343	$8,923,215	-0.2%
Expenses	$7,540,655	$6,775,471	+0.1%
Net Income	$-630,312	$2,147,744	-1.3%

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

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

$165,462

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE ACHOLA	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVE AUDINO	DIRECTOR	0.50	Director	$0	$0	$0
RICK BETTGER	DIRECTOR	0.50	Director	$0	$0	$0
BOB CARLISLE	DIRECTOR	0.50	Director	$0	$0	$0
RALPH CASTNER	TREASURER	1.00	Officer Director	$0	$0	$0
PAM FINN	DIRECTOR	0.50	Director	$0	$0	$0
TATE FITZGERALD	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN HARR	VICE CHAIRMAN	0.50	Director	$0	$0	$0
JACOB IDRA	DIRECTOR	0.50	Director	$0	$0	$0
JEANIE JONES	DIRECTOR	0.50	Director	$0	$0	$0
JOEL JENSEN	DIRECTOR	0.50	Director	$0	$0	$0
KERRY KELLEY	DIRECTOR	0.50	Director	$0	$0	$0
MATT KIZER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS KNAUF	DIRECTOR	0.50	Director	$0	$0	$0
FR DAVE KORTH	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN O'MALLEY	DIRECTOR	0.50	Director	$0	$0	$0
ANGIE QUINN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN REED JR	CHAIRMAN	1.00	Officer Director	$0	$0	$0
NICK ROCK JR	DIRECTOR	0.50	Director	$0	$0	$0
JOHN SCHUELE	DIRECTOR	1.00	Director	$0	$0	$0
ANN SCHUMACHER	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
THOMAS SUDYKA	DIRECTOR	0.50	Director	$0	$0	$0
MATT TONDL	DIRECTOR	0.50	Director	$0	$0	$0
TONY VELAND	DIRECTOR	0.50	Director	$0	$0	$0
JUSTIN VOSSEN	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT GLOW	EXECUTIVE DIRECTOR (THRU 7.5.24)	40.00	Officer	$102,993	$6,429	$109,422
MARZIA SHIELDS	EXECUTIVE DIRECTOR (AS OF 8.12.24)	40.00	Officer	$52,360	$3,680	$56,040
KENT CARSON	CHIEF OPERATING & INFORMATION OFFICER	40.00	Highest	$103,577	$0	$103,577
CYNTHIA HORNING	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$124,210	$0	$124,210

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	$6,910,343	$7,540,655	$7,241,222	$-630,312
2024	$8,923,215	$6,775,471	$7,683,593	$2,147,744
2023	$3,742,937	$5,691,158	$5,271,270	$-1,948,221
2022	$6,471,109	$5,326,465	$6,785,503	$1,144,644
2021	$4,392,136	$3,604,585	$6,357,104	$787,551
2020	$5,694,661	$3,811,887	$5,566,367	$1,882,774
2019	$3,191,287	$4,872,732	$3,690,833	$-1,681,445

CUES FUND