Us Venture Associates Caring Together Fund Inc

Nonprofit profile at a glance

EIN
475297306
IRS 990 coverage
2017–2025
Forms available
Form 990 2025
Location
Appleton, WI, USA
Phone
9207358290
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Fund Raising and Fund Distribution

Reported finances

Revenue
$324,105
Expenses
$287,701
Assets
$1,111,830
Liabilities
$24,197

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • LORI HOERSCH (PRESIDENT)
  • WILLIAM RYAN IV (VICE PRESIDENT)

People named in this filing

  • LORI HOERSCH (PRESIDENT)
  • WILLIAM RYAN IV (VICE PRESIDENT)
  • THOMAS EVANS (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Organized and operated in accordance with IRS 501(c)(3) to raise funds from employees of u.s. Venture, inc. That are used to support employees of u.s. Venture, inc. Who have suffered financial distress due to natural disasters (floods, fire, tornado, etc.) spouse's loss of employment, large unforeseen health care expenses or other personal/family related distress. Funds are distributed according to objective criteria which is "need bases" for food, clothing, shelter, and other needs of the distressed employee.

What it reported doing in 2025

Grants paid out to help employees of u.s. Venture, inc. During times of need.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 94
  • Accountability: 76
  • Sustainability: 61
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.5%; rating input score 81
  • Program expense ratio: 89.9%; rating input score 90
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 11.2%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 3.86; rating input score 74; 74th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 34; 34th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: 29.1% per year; rating input score 100; 89th percentile among comparable filings
  • Revenue growth: 15.4% per year; rating input score 100; 81st percentile among comparable filings
  • Asset growth: 12.5% per year; rating input score 100; 70th percentile among comparable filings

Details

  • Where the money goes: 81.5% of revenue deployed · 89.9% of spending went to programs
  • Governance: 5 of 5 board members independent · 3 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $259K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 17 of 17 current checks pass
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 9 filing years from 2017 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • Review — Sustainability: Operating margin scored 59/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 34/100.