USTAMid-Atlantic Foundation (EIN 541472806) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

Tara Fitzpatrick-Navarro

Phone

7035566120

Tax Period

2024-01-01 to 2024-12-31

USTAMid-Atlantic Section Inc, founded in 1988, is a community nonprofit in the Recreation & Sports sector that reported $5.8M in total revenue in fiscal year 2018.

Mission

The USTA Mid-Atlantic Foundation champions tennis for healthier lives and communities, making the sport accessible to all in the Mid-Atlantic.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,383,215

Program Service Revenue $4,442,930

Investment Income $210,627

Other Revenue $-201,908

TOTAL REVENUE $7,834,864

Expense Breakdown

Grants Paid $112,361

Salaries & Benefits $5,141,345

Fundraising Expenses $338,047

Program Expenses $7,049,902

Other Expenses $4,091,927

TOTAL EXPENSES $9,345,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,834,864	$6,604,369	+0.2%
Expenses	$9,345,633	$6,668,847	+0.4%
Net Income	$-1,510,769	$-64,478	+22.4%

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

104

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

$382,575

Total Directors

Key Employees

$249,980

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Don Paitrick	President	3.00	Officer Director	$0	$0	$0
Nicole Montgomery	Vice-President	1.00	Officer Director	$0	$0	$0
Sally Travis	Vice President of Development	3.00	Officer Director	$0	$0	$0
Ismael Savadogo	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Tynika Wilson	USTA Delegate	1.00	Officer Director	$0	$0	$0
Morgan Abrams-Nicholas	At-Large Director	0.50	Director	$0	$0	$0
Doug Bond	At-Large Director	0.50	Director	$0	$0	$0
Lynn Coddington	At-Large Director	0.50	Director	$0	$0	$0
Mary Grace Davis	At-Large Director	0.50	Director	$0	$0	$0
Henry Fonvielle	At-Large Director	0.50	Director	$0	$0	$0
Scott Hulsey	At-Large Director	0.50	Director	$0	$0	$0
Rishi Jaitly	At-Large Director	0.50	Director	$0	$0	$0
Joan Ray	At-Large Director	0.50	Director	$0	$0	$0
Tara Fitzpatrick-Navarro	Chief Executive Officer	35.00	Officer	$361,822	$20,753	$382,575
Elizabeth Twomey	Chief Operating Officer	35.00	Key Emp	$237,624	$12,356	$249,980
Anita Walker	Director of Development	35.00	Highest	$134,448	$12,257	$146,705
Shell Wood	Sr. Director, USTA Programs	35.00	Highest	$158,283	$10,872	$169,155
Rachel Kros	Director of Youth Competition	35.00	Highest	$106,939	$4,399	$111,338

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	$7,834,864	$9,345,633	$13,280,195	$-1,510,769
2023	$6,604,369	$6,668,847	$9,995,492	$-64,478
2022	$5,899,801	$5,587,254	$9,147,820	$312,547
2021	$6,119,455	$4,694,212	$9,955,195	$1,425,243
2020	$9,429,510	$5,564,609	$9,060,825	$3,864,901
2019	$6,134,853	$6,064,203	$6,684,468	$70,650
2018	$5,802,236	$5,644,442	$6,260,231	$157,794

USTAMid-Atlantic Foundation