UNITED STATES POWER SQUADRONS ENDOWMENT FUND INC (EIN 822846674) - 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

2017

Legal Domicile

Principal Officer

ROBERT BALDRIDGE

Phone

8883678777

Tax Period

2022-12-01 to 2023-11-30

UNITED STATES POWER SQUADRONS ENDOWMENT FUND INC, founded in 2017, is a small nonprofit that reported $166K in total revenue in fiscal year 2022. Revenue decreased 10% compared to the prior year. Expenses of $185K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE UNITED STATES POWER SQUADRONS ENDOWMENT FUND IS ORGANIZED UNDER SECTIONS 509(A)(3) AND 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW) (THE "CODE") EXCLUSIVELY FOR THE SUPPORT OF THE UNITED STATES POWER SQUADRONS, INC., A NORTH CAROLINA CORPORATION ORGANIZED UNDER SECTION 501(C)(3) OF THE CODE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $93,409

Program Service Revenue $0

Investment Income $72,291

Other Revenue $0

TOTAL REVENUE $165,700

Expense Breakdown

Grants Paid $164,182

Salaries & Benefits $0

Fundraising Expenses $10,126

Program Expenses $164,182

Other Expenses $20,678

TOTAL EXPENSES $184,860

Year-over-Year Comparison

	2022	2021	Change
Revenue	$165,700	$183,119	-0.1%
Expenses	$184,860	$114,313	+0.6%
Net Income	$-19,160	$68,806	-1.3%

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

17848

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

$110,109

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MALATAK	CHAIRMAN	10.00	Officer Director	$0	$0	$0
RUTH WITZTUM	VICE-CHAIRMAN	10.00	Officer Director	$0	$0	$0
THOMAS DOUGHERTY	TRUSTEE	10.00	Director	$0	$0	$0
MARY PAIGE ABBOTT	TRUSTEE	10.00	Director	$0	$0	$0
FRANK DVORAK	TRUSTEE	10.00	Director	$0	$0	$0
WARREN STEVENS	TRUSTEE	10.00	Director	$0	$0	$0
ROBERT BALDRIDGE	TRUSTEE	10.00	Director	$0	$0	$0
DAVID ALLEN	SECRETARY	5.00	Officer	$0	$0	$0
SHIRLEY HEALD	TREASURER	5.00	Officer	$0	$0	$0
MARY CATHERINE BERUBE	EXECUTIVE ADMINISTRATOR	10.00	Officer	$0	$792	$110,109

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	$165,700	$184,860	$2,135,959	$-19,160
2022	$183,119	$114,313	$2,182,424	$68,806
2021	$116,649	$112,323	$2,437,141	$4,326
2020	$117,794	$169,321	$2,214,352	$-51,527
2019	$100,381	$154,297	$2,134,153	$-53,916

UNITED STATES POWER SQUADRONS ENDOWMENT FUND INC