USO of Pennsylvania and Southern New Jersey Inc
Nonprofit profile at a glance
- EIN
- 231426011
- IRS 990 coverage
- 2019–2019
- Forms available
- Form 990 2019
- Location
- Arlington, VA, USA
- Phone
- 2153658010
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Military, Veterans' Organizations
Reported finances
- Revenue
- $1,223,597
- Expenses
- $1,842,098
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2019. Amounts in USD.
Leadership & pay
29 people listed
Executive titles in this filing
- Joseph Brooks (President & CEO)
Highest reported compensation
- Joseph Brooks (President & CEO): $253,011 total reported compensation
- Jo Anne Schultze (Executive Dir.): $31,258 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
In appreciation of the selfless service and sacrifice of our troops and their families, Liberty USO delivers comfort, care, and support to troops and their families who reside in or pass through our service areas in Pennsylvania and Southern New Jersey.
What it reported doing in 2019
To provide comfort, care, and support to troops and their families who reside in or pass through our service areas in Pennsylvania and Southern New Jersey.
Operating model
- Revenue model
- Donor-supported. 89% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 76
- Transparency & Controls: 80
- Accountability: 100
- Sustainability: 4
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 94.9%; rating input score 95
- Program expense ratio: 63%; rating input score 63
- Fundraising efficiency: $5.02 raised per $1 spent on fundraising; rating input score 18; 18th percentile among comparable filings
Transparency & Controls
- Consistency checks: 92.3%; rating input score 92; 12th percentile among comparable filings
- Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -50.5%; rating input score 3; 3rd percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 15.4%; rating input score 21; 21st percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 94.9% of revenue deployed · 63% of spending went to programs
- Governance: 3 of 3 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $1.2M in reported program spending
- Leadership: top reported pay $253K · 29 people listed · 4 of 6 pay-setting controls reported
- Consistency: 26 of 27 current checks pass · 1 finding to review
- Schedules: 8 filed schedules · includes major donors and executive pay
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- 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.
- High — Financial Efficiency: Fundraising efficiency scored 18/100.
- High — Sustainability: Operating margin scored 3/100.
- High — Sustainability: Total-asset coverage ratio scored 0/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- High — Sustainability: Officer compensation ratio scored 21/100.