UNITED STATES SECRET SERVICE EMPLOYEE RECREATION ASSOCIATION (EIN 522200788) - 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

1999

Legal Domicile

Principal Officer

JULIE FERRELL

Phone

2024069815

Tax Period

2024-07-01 to 2025-06-30

UNITED STATES SECRET SERVICE EMPLOYEE RECREATION ASSOCIATION, founded in 1999, is a small nonprofit in the Recreation & Sports sector that reported $653K in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $607K left a modest 7% surplus.

Mission

TO PROMOTE THE GENERAL WELFARE OF THE EMPLOYEES OF THE UNITED STATES SECRET SERVICE.

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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 $74

Program Service Revenue $0

Investment Income $48,442

Other Revenue $604,902

TOTAL REVENUE $653,418

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $373,266

Fundraising Expenses $0

Program Expenses $538,026

Other Expenses $198,983

TOTAL EXPENSES $607,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$653,418	$453,259	+0.4%
Expenses	$607,249	$435,467	+0.4%
Net Income	$46,169	$17,792	+1.6%

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

$80,081

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDAN WESTPHAL	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELE HALL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STACY HAYNES	SECRETARY	1.00	Officer Director	$0	$0	$0
YOLANDA MAYERS	DIRECTOR	1.00	Director	$0	$0	$0
FRANCISCO O'CAMPO	DIRECTOR	1.00	Director	$0	$0	$0
RHONDA DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
NEEL MEHTA	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
PETER VOGL	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM DOYLE	PRESIDENT (OUTGOING)	1.00	Officer Director	$0	$0	$0
CYNTHIA BERGMAN	DIRECTOR	1.00	Director	$0	$0	$0
DEIRDRE J HENRY	FORMER CFO	4.00	Officer	$20,291	$0	$20,291
MINDY PRETZMAN	FORMER EXECUTIVE DIRECTOR	33.00	Officer	$24,271	$0	$24,271
JULIE FERRELL	EXECUTIVE DIRECTOR	25.00	Officer	$35,519	$0	$35,519

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	$653,418	$607,249	$2,058,880	$46,169
2024	$453,259	$435,467	$1,948,755	$17,792
2023	$454,961	$428,120	$1,946,419	$26,841
2022	$310,149	$298,538	$1,962,711	$11,611
2021	$482,665	$256,401	$2,076,657	$226,264
2020	$270,433	$311,750	$1,612,906	$-41,317
2019	$396,430	$473,070	$1,665,724	$-76,640
2018	$544,665	$397,902	$1,725,681	$146,763

UNITED STATES SECRET SERVICE EMPLOYEE RECREATION ASSOCIATION