Ussa Investment Fund

Park City, Utah

B+Health Score
67B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

💰
$5.1M
Total Revenue
📊
$2.6M
Total Expenses
🏦
$67.0M
Net Assets
📋
$11K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-6.6%
Year-over-year change (2022 → 2023)
Net Margin
+49.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
26.14
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$5,055,416↓7%$2,562,952↑13%$66,994,026↑4%
2022$5,414,960↓9%$2,275,537↓1%$64,423,914↑4%
2021$5,945,615↑13%$2,307,336↑24%$62,212,061↑30%
2020$5,253,552↑50%$1,864,060$47,872,894↑2%
2019$3,492,209↓23%$1,856,393↓2%$46,955,341↑9%
2018$4,530,598↑118%$1,899,203↓6%$42,917,150↑14%
2017$2,080,200↑183%$2,028,892↓68%$37,720,907↑8%
2016$736,075↓61%$6,375,693↑133%$34,869,289↓16%
2015$1,869,063↓42%$2,740,988↑31%$41,643,858↑3%
2014$3,239,980↑199%$2,092,046↓10%$40,514,960↑7%
2013$1,082,358↓57%$2,330,008↓46%$37,806,936↑3%
2012$2,525,000↑10%$4,343,061↑148%$36,572,168↓7%
2011$2,292,852$1,749,726$39,118,344

Frequently Asked Questions

What does Ussa Investment Fund do?▼

Ussa Investment Fund is a recreation & sports nonprofit organization based in Utah. It is classified under NTEE code N68 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ussa Investment Fund financially healthy?▼

Based on our 9-metric Financial Health Score model, Ussa Investment Fund has a score of 67/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Ussa Investment Fund generate?▼

Ussa Investment Fund reports $4.3M in annual revenue and holds $78.5M in total assets, based on IRS filings.

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