Nonprofit · EIN 20-3899237
USSA INVESTMENT FUND
Tax-exempt · PARK CITY, UT 84060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $4,349,836 | $2,934,247 | $1,415,589 | $78,475,990 | $52,855 | $78,423,135 |
| April 30, 2024 | 990 | $3,750,214 | $2,737,031 | $1,013,183 | $73,712,867 | $43,273 | $73,669,594 |
| April 30, 2023 | 990 | $5,055,416 | $2,562,952 | $2,492,464 | $66,994,026 | $11,245 | $66,982,781 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $1,015,782
- Program service revenue
- $0
- Investment income
- $3,334,054
- Net gain from sales of assets
- $1,587,242
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,699,353
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,454
- Program services (functional)
- $2,699,353
- Management and general (functional)
- $234,894
Balance sheet and other
- Total assets, start of year
- $73,712,867
- Total assets, end of year
- $78,475,990
- Total liabilities, end of year
- $52,855
- Net assets, end of year
- $78,423,135
- Publicly traded securities
- $42,621,188
- Net assets without donor restrictions
- $2,124,728
- Net assets with donor restrictions
- $76,298,407
- Gross unrelated business income
- -$49,957
- Gross receipts
- $23,834,775
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2005
- State of legal domicile
- UT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Brooke McAffee | Treasurer/Secretary - CFO Trustee or director, Officer | 3 | $27,840 | $343,355 | $10,345 |
| Keith Pennell | Investment Committee Chair Trustee or director | 2 | $0 | $0 | $0 |
| Brian Leach | Investment Committee Vice-Chair Trustee or director | 1 | $0 | $0 | $0 |
| Kipp Nelson | U.S. Ski Association Chair Trustee or director | 1 | $0 | $0 | $0 |
| Steve Strandberg | U.S. Ski Association Vice-Chair Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended April 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Brooke McAffee | Treasurer/Secretary - CFO Trustee or director, Officer | 1 | $26,271 | $324,012 | $8,458 |
| Rich Tutino | Investment Committee Chair Trustee or director | 2 | $0 | $0 | $0 |
| Brian Leach | Investment Committee Vice- Trustee or director | 1 | $0 | $0 | $0 |
| Kipp Nelson | U.S. Ski Association Chair Trustee or director | 1 | $0 | $0 | $0 |
| Steve Strandberg | U.S. Ski Association Vice- Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended April 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Brooke McAffee | Treasurer/Secretary - CFO Trustee or director, Officer | 1 | $8,052 | $313,976 | $8,048 |
| Tiger Shaw | Former Officer Former | 0 | $7,807 | $304,487 | $0 |
| Rich Tutino | Investment Committee Chair Trustee or director | 2 | $0 | $0 | $0 |
| Brian Leach | Investment Committee Vice-Chair Trustee or director | 1 | $0 | $0 | $0 |
| Kipp Nelson | U.S. Ski Association Chair Trustee or director | 1 | $0 | $0 | $0 |
| Steve Strandberg | U.S. Ski Association Vice-Chair Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 100, PARK CITY, UT 84060-0100
- Principal officer (990 for 2024)
- Sophie Goldschmidt, PO Box 100, Park City, UT 84060
- Signed the 990
- Brooke McAffee, CFO
- Phone
- (435) 649-9090
- Website
- www.ussa.org
- Return prepared by
- Eide Bailly LP
Mission
Operates exclusively to manage the investment of endowment gifts made for the benefit of supporting the development, training, and competition of elite national, international, and development athletes in skiing and snowboarding.
Program accomplishments
- Support the development of world-class athletes through grants to the United States Ski Association and the United States Ski Team Foundation.Expenses $2,699,353 · grants $2,699,353
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 20-3899237
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2007
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N68)
- Assets (IRS master file)
- $78,475,990
- Income (IRS master file)
- $23,834,775
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $4,349,836 | $2,934,247 | $78,475,990 | XML |
| 990-T | April 2025 | – | – | – | IRS |
| 990 | April 2024 | $3,750,214 | $2,737,031 | $73,712,867 | XML |
| 990-T | April 2024 | – | – | – | IRS |
| 990 | April 2023 | $5,055,416 | $2,562,952 | $66,994,026 | XML |
| 990-T | April 2023 | – | – | – | IRS |
| 990 | April 2022 | $5,414,960 | $2,275,537 | $64,423,914 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3899237).
Questions about USSA INVESTMENT FUND
- What is the EIN of USSA INVESTMENT FUND?
- The employer identification number (EIN) of USSA INVESTMENT FUND is 20-3899237.
- Is USSA INVESTMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to USSA INVESTMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does USSA INVESTMENT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of USSA INVESTMENT FUND due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did USSA INVESTMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of USSA INVESTMENT FUND?
- The 990 for the year ended April 30, 2025 names Sophie Goldschmidt.
- Who are the officers and directors of USSA INVESTMENT FUND?
- The 990 for the year ended April 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $27,840 (Brooke McAffee, Treasurer/Secretary - CFO).
- How much revenue does USSA INVESTMENT FUND have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $4,349,836, expenses of $2,934,247 and total assets of $78,475,990 at year end.
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