RSM US FOUNDATION

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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

2014

Legal Domicile

Principal Officer

BRIAN BECKER

Phone

3193541500

Tax Period

2024-01-01 to 2024-12-31

RSM US FOUNDATION, founded in 2014, is a community nonprofit in the Education sector that reported $7.0M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Net assets of $16.1M represent 27 months of operating reserves.

Mission

WE ARE DEDICATED TO BUILDING TOMORROW'S MIDDLE MARKET LEADERS BY:- ENHANCING EDUCATIONAL OUTCOMES THROUGH PROGRAMS FOR INDIVIDUALS TO HAVE A CAREER PATH TO BECOME AN ENTREPRENEUR OR MIDDLE MARKET BUSINESS LEADER AND/OR- SUPPORTING ORGANIZATIONS COMMITTED TO PROVIDING A MORE STABLE ENVIRONMENT FOR YOUTH IN THE AREAS OF HUNGER, HOUSING OR HEALTH, WHICH WILL HELP THEM EXCEL IN EDUCATION

Program Service Accomplishments

Program 1

Expenses: $3,450,164

POWER OF LOVE (FKA BIRDIES FORE LOVE): IN 2024, RSM US FOUNDATION TEAMED WITH THE DAVIS LOVE FOUNDATION FOR THE TWELTH ANNUAL POWER OF LOVE CAMPAIGN. ORIGINATED BY THE DAVIS LOVE FOUNDATION, THE...

POWER OF LOVE (FKA BIRDIES FORE LOVE): IN 2024, RSM US FOUNDATION TEAMED WITH THE DAVIS LOVE FOUNDATION FOR THE TWELTH ANNUAL POWER OF LOVE CAMPAIGN. ORIGINATED BY THE DAVIS LOVE FOUNDATION, THE CAMPAIGN HAS GENERATED FINANCIAL SUPPORT FOR MANY CHARITIES HELPING CHILDREN AND FAMILIES IN THE SOUTHEAST. WITH RSM US FOUNDATION'S SUPPORT, POWER OF LOVE HAS EXPANDED ITS REACH TO INCLUDE CHARITIES FOCUSED ON CHILDREN AND FAMILIES ACROSS THE UNITED STATES, CANADA, INDIA, AND EL SALVADOR. IN 2024, MORE THAN $3.4 MILLION WAS RAISED TO BENEFIT OVER 100 CHARITIES. IN ADDITION TO FINANCIAL SUPPORT, MORE THAN 13,000 RSM EMPLOYEES AND THEIR FAMILY MEMBERS SPENT 63,000 HOURS VOLUNTEERING ACROSS THE UNITED STATES, CANADA, INDIA, AND EL SALVADOR.

Program 2

Expenses: $1,347,872

UNIVERSITY GIVING: RSM US FOUNDATION IS FOCUSED ON ENHANCING EDUCATION FOR TOMORROW'S MIDDLE MARKET LEADERS. IN 2024, OVER 90 COLLEGES AND UNIVERSITIES AND 31 ELIGIBLE INDIVIDUALS RECEIVED GRANTS AND...

Program 3

Expenses: $624,234

NATIONAL CHARITIES: GRANT SUPPORT TO NATIONAL CHARITIES WHOSE MISSION ALIGNS WITH THE MISSION OF THE RSM US FOUNDATION OF EDUCATION, HOUSING, OR HEALTH

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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 $6,543,156

Program Service Revenue $0

Investment Income $538,892

Other Revenue $-35,012

TOTAL REVENUE $7,047,036

Expense Breakdown

Grants Paid $6,790,482

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,949,991

Other Expenses $216,925

TOTAL EXPENSES $7,007,407

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,047,036	$8,036,477	-0.1%
Expenses	$7,007,407	$7,153,298	0.0%
Net Income	$39,629	$883,179	-1.0%

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

N/A

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
DOUG OPHEIM	CHAIR & TREASURER	2.00	Officer Director	$0	$0	$0
ROBBIE BEYER	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK FREEMAN	DIRECTOR	2.00	Director	$0	$0	$0
RHONDA KLOSLER	DIRECTOR	2.00	Director	$0	$0	$0
WENDY SANCEWICH	DIRECTOR	2.00	Director	$0	$0	$0
DONNA SCIARAPPA	SECRETARY	2.00	Officer Director	$0	$0	$0
JONATHAN WATERMAN	DIRECTOR	2.00	Director	$0	$0	$0
TONY WOOD	FORMER VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN BECKER	PRESIDENT	2.00	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
2024	$7,047,036	$7,007,407	$17,497,106	$39,629
2023	$8,036,477	$7,153,298	$16,170,213	$883,179
2022	$11,436,513	$9,034,475	$13,888,045	$2,402,038
2021	$7,669,329	$6,830,799	$13,920,904	$838,530
2020	$5,987,531	$6,387,221	$12,346,082	$-399,690
2019	$6,522,801	$5,523,838	$12,521,827	$998,963
2018	$6,493,248	$3,282,090	$9,705,399	$3,211,158