US FAMILY FOUNDATION INC (EIN 593412016) - 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

1996

Legal Domicile

Principal Officer

JONATHAN PAUL CASH

Phone

3527268130

Tax Period

2023-01-01 to 2023-12-31

US FAMILY FOUNDATION INC, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.5M in total revenue in fiscal year 2023. Revenue surged 309% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 38% operating margin.

Mission

TO CREATE AND ADMINISTER ENDOWMENTS TO SUPPORT 501(C)(3) CHARITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,438,718

Program Service Revenue $35,312

Investment Income $1,012,405

Other Revenue $0

TOTAL REVENUE $4,486,435

Expense Breakdown

Grants Paid $2,359,151

Salaries & Benefits $0

Fundraising Expenses $3,080

Program Expenses $2,359,770

Other Expenses $415,355

TOTAL EXPENSES $2,774,506

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,486,435	$1,097,105	+3.1%
Expenses	$2,774,506	$1,043,477	+1.7%
Net Income	$1,711,929	$53,628	+30.9%

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

N/A

Volunteers

N/A

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
JONATHAN PAUL CASH	PRESIDENT/EX	5.00	Officer Director	$0	$0	$0
ROBERT C WARDLOW III	SECRETARY/TR	1.00	Officer	$0	$0	$0
WANN VAN ROBINSON	DIRECTOR	0.10	Officer Director	$0	$0	$0
GERRY MULLIGAN	DIRECTOR	0.10	Officer Director	$0	$0	$0
JEWEL LAMB	DIRECTOR	0.10	Officer Director	$0	$0	$0
KAREN THURMAN	DIRECTOR	0.10	Officer Director	$0	$0	$0
ROBERT MARTIN	DIRECTOR	0.10	Officer Director	$0	$0	$0
CARSON BOMAR	DIRECTOR	0.10	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
2024	No data	No data	No data	No data
2023	$4,486,435	$2,774,506	$30,076,889	$1,711,929
2022	$1,097,105	$1,043,477	$25,066,535	$53,628
2021	$7,565,483	$5,269,146	$29,474,277	$2,296,337
2020	$2,892,390	$972,855	$27,103,412	$1,919,535
2019	$2,257,607	$1,858,677	$23,452,304	$398,930
2018	$2,589,606	$1,705,842	$18,537,169	$883,764

US FAMILY FOUNDATION INC