Usta Mid-Atlantic Foundation FY2020 filing

Tax-deductible

Arlington, VA501(c)(3)Since 1988Recreation & SportsEIN 54-1472806Revenue $9.4M in FY2020

On file with the IRSusta.com235 N Glebe Rd Unit 3297, 22203-8214 · Arlington, VATax-exempt since Jun 2019Publicly supported — 509(a)(2)

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The USTA Mid-Atlantic Foundation champions tennis for healthier lives and communities, making the sport accessible to all in the Mid-Atlantic.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
$730K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $580K a year · 8% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$730K
to officers and key staff · 13% of spending
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
13 mo
of spending, in cash
Looks good: 13.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $3.3M
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$495K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.4M
Spent
$5.6M
To programs
75%
Net assets
$8.6M
By yearFY2020–FY2025
Revenue
$9.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$9.4M
FY2021$6.1M
FY2022$5.9M
FY2023$6.6M
FY2024$7.8M
FY2025$9.2M
Expenses
$5.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$5.6M
FY2021$4.7M
FY2022$5.6M
FY2023$6.7M
FY2024$9.3M
FY2025$9.7M
Net assets
$8.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$8.6M
FY2021$9.3M
FY2022$8.5M
FY2023$9.0M
FY2024$7.9M
FY2025$7.9M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2019.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $4.2M Management & general 22% · $1.2M Fundraising 3% · $154K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $730K paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Executive Officer; Ex Officio
$290,622Pt VII · Sec A
Chief Operating Officer
$195,879Pt VII · Sec A
SR. Dir., Usta Programs & Services
$140,338Pt VII · Sec A
Dir. of Marketing & Communications
$103,490Pt VII · Sec A
$0Pt VII · Sec A
At-Large
$0Pt VII · Sec A
$0Pt VII · Sec A
At-Large
$0Pt VII · Sec A

Tara Fitzpatrick-Navarro’s $403K as Chief Executive Officer is at the 99th percentile of top reported officer pay among 1842 $1–10M recreation & sports nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Tara Fitzpatrick-Navarro$403,388$361,822$327,932$325,087$321,652$290,622
Elizabeth Twomey—$237,624$237,055$204,195$212,391$195,879
Elizabeth W Twomey$224,549—————
Lindsey Keeler————$161,718$140,338
Shell Wood—$158,283$152,195$126,171——
Michelle G Wood$143,942—————
Anita E Walker$138,357—————
Anita Walker—$134,448$105,453———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Usta Mid-Atlantic Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes and develops the growth of tennis.

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Provided by the organization

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3 programs · $3.2M · in their own filed words · FY2020
01

Recreation Programs Initiative

The Recreation Programs Initiative is responsible for building grassroots and community support for the growth of tennis. The primary program under this initiative is the USTA Mid-Atlantic After School Tennis Enrichment and Summer Camp Program with TGA Premier Youth Tennis.

$1.5Mprogram expense
02

Tennis Programs & Service Initiatives

USTA Adult and Youth programs offer quality recreational and competitive programs for people of all ages and abilities. Adult programs include USTA Leagues, recreational and social tennis, tournaments, Tennis on Campus college program, volunteer committees and councils and diversity & inclusion initiatives.

$1.5Mprogram expense
03

Membership, Marketing and Communications

Membership, marketing and communications activities aim to raise awareness of the game of tennis as well as elevate the mission, vision and work the organization is doing to advance the entire tennis ecosystem in the region to create community, character and well-being among all people.

$223Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 4 funders →
Grants paid · 35 grants · $398K · 2020–2025
Unitemized GrantFY2025$17,705
Albernarle County Public SchoolsFY2025$10,000
Howard County Parks & RecreationFY2025$9,680
Unitemized GrantFY2024$19,232
Anne Arundel CtaFY2024$6,375
Unitemized GrantFY2023$22,139
Anne Arundel County Tennis Association INCFY2023$8,500
Calvert County CommissionersFY2023$6,500
Prostoyou TennisFY2023$6,000
City of Richmond Department of Parks Recreation & Community FacilitiesFY2023$6,000
See all 35 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$9.4M
Ln 12
Investment incomeLn 3$4.4M
Gifts and grantsLn 1h$2.7M
Fees for servicesLn 2g$2.3M
Money outPt IX
$5.6M
Ln 25
Programscol B$4.2M
Managementcol C$1.2M
Fundraisingcol D$154K
Owns and owesPt X
$8.6M
net assets · Ln 32
Cash and savingsLn 1–2$6.0M
Total assetsLn 16$9.1M
LiabilitiesLn 26$495K
PeoplePt VI, VII
19
listed · VII A
PaidVII A4
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.7M
Government grantsLn 1e$412K
Noncash giftsLn 1g$4K
Fees for servicesLn 2g$2.3M
Investment incomeLn 3$4.4M
Other incomeLn 4–11$3K
Gains on assetsLn 7$4.4M
Total revenueLn 12$9.4M
Assets in detailPt X, end of year
CashLn 1$5.5M
SavingsLn 2$522K
Cash and savings togetherLn 1–2$6.0M
InvestmentsLn 11–13$2.6M
Land, buildings, equipmentLn 10c$52K
Other assetsLn 15$6K
Total assetsLn 16$9.1M
LiabilitiesLn 26$495K
Net assetsLn 32$8.6M
OperationsPt I, VI
EmployeesI 5101
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.5M$6.0M
InvestmentsLn 11–13$2.6M$2.6M
Land, buildings, equipmentLn 10c$2.3M$52K
Total assetsLn 16$6.7M$9.1M
LiabilitiesLn 26$2.0M$495K
Net assetsLn 32$4.6M$8.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$48K$48K
Grants to domestic individualsLn 2$5K$5K
Pay of current officers, directors and key staffLn 5$306K$219K$76K$10K
Other salaries and wagesLn 7$2.0M$1.4M$503K$67K
Pension plan contributionsLn 8$66K$47K$16K$2K
Other employee benefitsLn 9$230K$165K$58K$8K
Payroll taxesLn 10$180K$129K$45K$6K
Legal feesLn 11b$140K$55K$82K$3K
Accounting feesLn 11c$126K$126K
Investment management feesLn 11f$10K$10K
Other fees for servicesLn 11g$257K$155K$69K$33K
Advertising and promotionLn 12$11K$10K$1K
Office expensesLn 13$88K$28K$47K$13K
Information technologyLn 14$63K$33K$23K$7K
RoyaltiesLn 15$59K$59K
OccupancyLn 16$73K$73K
TravelLn 17$27K$18K$8K$406
Conferences, conventions and meetingsLn 19$8K$6K$2K$262
Depreciation, depletion and amortizationLn 22$14K$14K
InsuranceLn 23$13K$13K
Other expenses (24a–d)Ln 24$1.7M$1.7M$19K$2K
All other expensesLn 24e$83K$36K$46K$495
Total functional expensesLn 25$5.6M$4.2M$1.2M$154K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $9.2M$9.7M−$548K$7.9M 990 PDF
FY2024 $7.8M$9.3M−$1.5M$7.9M 990 PDF
FY2023 $6.6M$6.7M−$64K$9.0M 990 PDF
FY2022 $5.9M$5.6M$313K$8.5M 990 PDF
FY2021 $6.1M$4.7M$1.4M$9.3M 990 PDF
FY2020 Viewing $9.4M$5.6M$3.9M$8.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $9,429,510 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,254,221$2,688,016
I-9 Program service revenuePrior year $3,864,390$2,318,892
I-10 Investment incomePrior year $3,378$4,420,079
I-11 Other revenuePrior year $12,864$2,523
I-12 Total revenuePrior year $6,134,853$9,429,510
I-13 Grants and similar amounts paidPrior year $25,000$52,760
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,814,241$2,796,882
I-16a Professional fundraising feesPrior year $98,000$0
I-17 Other expensesPrior year $3,126,962$2,714,967
I-18 Total expensesPrior year $6,064,203$5,564,609
I-19 Revenue less expensesPrior year $70,650$3,864,901
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $9,429,510 across 9 lines filed
VIII-1e Government grants$412,500
VIII-1f All other contributions, gifts and grants$2,275,516
VIII-1g Noncash contributions (included above)$3,605
VIII-1h Total contributions, gifts and grants$2,688,016
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,318,892$2,318,892
VIII-3 Investment incomeExcluded from tax $4,288$4,288
VIII-7 Net gain or loss on sales of assetsUnrelated business $2,782,370 · Excluded from tax $1,633,421$4,415,791
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,523$2,523
VIII-12 Total revenueRelated to mission $2,321,415 · Unrelated business $2,782,370 · Excluded from tax $1,637,709$9,429,510
Part IX · Statement of functional expenses $5,564,609 across 22 lines filed
IX-1 Grants to domestic organizationsPrograms $47,810$47,810
IX-2 Grants to domestic individualsPrograms $4,950$4,950
IX-5 Pay of current officers, directors and key staffPrograms $219,274 · Management $76,371 · Fundraising $10,234$305,879
IX-7 Other salaries and wagesPrograms $1,444,094 · Management $502,964 · Fundraising $67,393$2,014,451
IX-8 Pension plan contributionsPrograms $47,278 · Management $16,467 · Fundraising $2,206$65,951
IX-9 Other employee benefitsPrograms $165,166 · Management $57,525 · Fundraising $7,709$230,400
IX-10 Payroll taxesPrograms $129,180 · Management $44,992 · Fundraising $6,029$180,201
IX-11b Legal feesPrograms $55,124 · Management $81,982 · Fundraising $2,942$140,048
IX-11c Accounting feesManagement $125,963$125,963
IX-11f Investment management feesManagement $10,391$10,391
IX-11g Other fees for servicesPrograms $154,553 · Management $68,728 · Fundraising $33,250$256,531
IX-12 Advertising and promotionPrograms $9,780 · Fundraising $1,048$10,828
IX-13 Office expensesPrograms $28,282 · Management $46,667 · Fundraising $13,290$88,239
IX-14 Information technologyPrograms $33,321 · Management $22,908 · Fundraising $6,762$62,991
IX-15 RoyaltiesPrograms $59,301$59,301
IX-16 OccupancyManagement $72,545$72,545
IX-17 TravelPrograms $18,042 · Management $8,322 · Fundraising $406$26,770
IX-19 Conferences, conventions and meetingsPrograms $5,610 · Management $1,954 · Fundraising $262$7,826
IX-22 Depreciation, depletion and amortizationManagement $13,791$13,791
IX-23 InsuranceManagement $13,472$13,472
IX-24 Other expenses (24a–d)Programs $1,723,326 · Management $18,740 · Fundraising $1,519$1,743,585
IX-24e All other expensesPrograms $36,244 · Management $45,947 · Fundraising $495$82,686
IX-25 Total functional expensesPrograms $4,181,335 · Management $1,229,729 · Fundraising $153,545$5,564,609
Part X · Balance sheet $9,060,825 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $991,640$5,519,479
X-2 Savings and temporary cash investmentsStart of year $520,120$522,244
X-3 Pledges and grants receivableStart of year $4,500$400
X-4 Accounts receivableStart of year $220,368$217,779
X-9 Prepaid expenses and deferred chargesStart of year $57,043$145,413
X-10c Land, buildings and equipment, netStart of year $2,325,561$52,099
X-11 Publicly traded securitiesStart of year $2,550,391$2,597,377
X-15 Other assetsStart of year $14,845$6,034
X-16 Total assetsStart of year $6,684,468$9,060,825
X-17 Accounts payable and accrued expensesStart of year $357,707$281,642
X-19 Deferred revenueStart of year $208,775$184,150
X-25 Other liabilitiesStart of year $5,988$29,394
X-26 Total liabilitiesStart of year $2,034,970$495,186
X-27 Net assets without donor restrictionsStart of year $4,649,498$8,565,639
X-32 Total net assets or fund balancesStart of year $4,649,498$8,565,639
X-33 Total liabilities and net assetsStart of year $6,684,468$9,060,825
Part XI · Reconciliation of net assets $8,565,639 net assets at year end
XI-1 Total revenue$9,429,510
XI-2 Total expenses$5,564,609
XI-3 Revenue less expenses$3,864,901
XI-4 Net assets at start of year$4,649,498
XI-5 Net unrealized gains (losses) on investments$51,240
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$8,565,639

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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