USATransform (EIN 824819179) - 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

2018

Legal Domicile

Principal Officer

Nelson Mitchell

Phone

7195799090

Tax Period

2024-01-01 to 2024-12-31

USATransform, founded in 2018, is a mid-sized nonprofit in the Religion sector that reported $15.4M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $19.5M exceeded revenue, resulting in a 27% operating deficit.

Mission

To educate and encourage individuals and organizations to advance positive outcomes in American culture.

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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 $14,942,287

Program Service Revenue $276,700

Investment Income $150,512

Other Revenue $0

TOTAL REVENUE $15,369,499

Expense Breakdown

Grants Paid $12,895,489

Salaries & Benefits $1,756,285

Fundraising Expenses $167,546

Program Expenses $18,516,624

Other Expenses $4,842,816

TOTAL EXPENSES $19,494,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,369,499	$11,101,672	+0.4%
Expenses	$19,494,590	$9,650,046	+1.0%
Net Income	$-4,125,091	$1,451,626	-3.8%

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

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

$418,733

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrew Hiss	Executive Director	40.00	Officer	$234,920	$17,488	$252,408
Rebekah Henley	Executive Operations Director	40.00	Officer	$156,866	$9,459	$166,325
Joel Martino	National Director of Member Engagement	40.00	Highest	$121,822	$2,902	$124,724
Bradley Ruhmann	Director of Member Engagement	40.00	Highest	$106,944	$15,704	$122,648
Ken Eldred	Chairman	5.00	Officer Director	$0	$0	$0
Jeff Reeter	Vice Chairman	2.00	Officer Director	$0	$0	$0
Nelson Mitchell	Secretary and Treasurer	5.00	Officer Director	$0	$0	$0
Joy Bohlinger	Director	2.00	Director	$0	$0	$0
Steve Seifert	Director	2.00	Director	$0	$0	$0
Debra Waller	Director	2.00	Director	$0	$0	$0
Kary Eldred	Director	5.00	Director	$0	$0	$0
Floyd Brown	Director	2.00	Director	$0	$0	$0
Dena Wren Mumford	Director	2.00	Director	$0	$0	$0
Jon Gibson	Director	2.00	Director	$0	$0	$0
Bret Wichert	CFO	15.00	Officer	$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	$15,369,499	$19,494,590	$3,571,443	$-4,125,091
2023	$11,101,672	$9,650,046	$7,699,393	$1,451,626
2022	$11,811,113	$10,453,915	$6,303,440	$1,357,198
2021	$10,648,450	$7,076,216	$4,678,487	$3,572,234
2020	$6,879,532	$6,540,387	$2,297,733	$339,145
2019	$6,170,369	$5,929,501	$1,528,200	$240,868
2018	$1,301,145	$966,650	$1,118,237	$334,495

USATransform