US VENTURE ASSOCIATES CARING TOGETHER FUND INC

EIN: 475297306 501(c)(3) Public Safety

APPLETON, WI

Total Revenue
$402,734
Total Expenses
$407,700
Total Assets
$1,003,433
Net Assets
$953,276
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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
2015
Legal Domicile
WI
Principal Officer
LORI HOERSCH
Phone
9207358290
Tax Period
2024-01-01 to 2024-12-31

US VENTURE ASSOCIATES CARING TOGETHER FUND INC, founded in 2015, is a small nonprofit in the Public Safety sector that reported $403K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. Net assets of $953K represent 28 months of operating reserves.

Mission

THE PURPOSE OF THE U.S. VENTURE ASSOCIATES CARING TOGETHER FUND IS TO RAISE FUNDS FROM EMPLOYEES OF U.S. VENTURE THAT ARE USED TO SUPPORT EMPLOYEES OF U.S. VENTURE WHO HAVE SUFFERED FINANCIAL DISTRESS DUE TO NATURAL DISASTERS (FLOODS, FIRE, TORNADO, ETC), SPOUSE'S LOSS OF EMPLOYMENT, LARGE AND UNFORESEEN HEALTH CARE EXPENSES, OR OTHER PERSONAL/FAMILY RELATED DISTRESS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $379,475
Program Service Revenue $0
Investment Income $23,259
Other Revenue $0
TOTAL REVENUE $402,734

Expense Breakdown

Grants Paid $395,370
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $395,370
Other Expenses $12,330
TOTAL EXPENSES $407,700

Year-over-Year Comparison

2024 2023 Change
Revenue $402,734 $239,188 +0.7%
Expenses $407,700 $160,713 +1.5%
Net Income $-4,966 $78,475 -1.1%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
13

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
5
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORI HOERSCH PRESIDENT 2.00
Officer Director
$0 $0 $0
CLEMENT CHARLES DAUK JR TREASURER 1.00
Officer Director
$0 $0 $0
THOMAS EVANS SECRETARY 1.00
Officer Director
$0 $0 $0
WILLIAM RYAN IV VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
GREG VANDENBERG ASSISTANT TREASURER 6.00
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
2025 No data No data No data No data
2024 $402,734 $407,700 $1,003,433 $-4,966
2023 $239,188 $160,713 $862,270 $78,475
2022 $115,641 $124,536 $682,144 $-8,895
2021 $159,734 $51,278 $814,085 $108,456
2020 $163,338 $84,520 $620,156 $78,818
2019 $62,914 $69,947 $478,739 $-7,033
2018 $70,529 $37,907 $423,030 $32,622
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