Totals
- Total revenue
- $735,571
- Total expenses
- $831,089
- Contributions and grants received
- $774,795
- Grants paid
- $817,052
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- -$39,224
- Total assets, end of year
- $342,175
- Total liabilities, end of year
- $14,857
- Net assets or fund balances, end of year
- $327,318
- Program services expenses (Part IX)
- $825,966
- Management and general expenses
- $5,123
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $825,966
Program services were 99.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$3,857
-
1d · Related organizations
$448,673
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$322,265
-
1g · Noncash contributions included above
$118,794
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6a · Gross rents
real property $0 · personal property $0
-
6b · Less rental expenses
real property $0 · personal property $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $0 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $0
-
7c · Gain or loss
securities $0 · other assets $0
-
7d · Net gain or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
8a · Fundraising events: gross income
$79,570
-
8a · Fundraising events: contributions included on line 1c
$3,857
-
8b · Fundraising events: direct expenses
$118,794
-
8c · Net income from fundraising events
total -$39,224 · unrelated business -$39,224 · excluded $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $800,052 · program services $800,052
-
2 · Grants to domestic individuals
total $17,000 · program services $17,000
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $0 · program services $0 · management and general $0 · fundraising $0
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $0 · program services $0 · management and general $0 · fundraising $0
-
8 · Pension plan contributions
total $0 · program services $0 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $0 · program services $0 · management and general $0 · fundraising $0
-
10 · Payroll taxes
total $0 · program services $0 · management and general $0 · fundraising $0
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $0 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $4,500 · program services $0 · management and general $4,500 · fundraising $0
-
11d · Fees: lobbying
total $0 · program services $0 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $0 · program services $0 · management and general $0 · fundraising $0
-
13 · Office expenses
total $3,945 · program services $3,322 · management and general $623
-
24a · Other expenses: Costs paid for items in a fundraising basket for silent auction
total $5,592 · program services $5,592 · management and general $0 · fundraising $0
-
24e · All other expenses
total $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $462,692 · end of year $342,175
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $14,857
-
18 · Grants payable
beginning of year $25,000 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0
-
27 · Net assets without donor restrictions
beginning of year $437,692 · end of year $327,318
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
To provide the employees of USLI the opportunity to request donations to be made to charities and causes to which they have a direct, personal connection, and to serve as a portal for funds raised from USLI employees and customers to support a broad range of charitable causes and organizations.
-
The CARE2 Fund at USLI Inc. has a long-standing relationship with breastcancer.org, a local charity specializing in breast cancer outreach, education and research. Every October we hold a series of October Together fundraisers including a silent auction. This our largest fundraiser of the year.
Expenses $515,131 · Grants $500,000
-
Donations of funds raised from USLI employees, clients and customers for disaster relief and in support of charitable causes. 2025's outreach included support for under-served and in-need individuals; mental health treatment; malaria prevention; cancer research and treatment; and outreach for individuals with autism.
Expenses $188,788 · Grants $188,727
-
The CARE2 Fund at USLI Inc original mission is to allow employees of United States Liability Insurance Company to request donations to be made to organizations or causes to which they have a personal connection. These causes include medical support for critically ill children to support for individuals and teams participating in fundraising events to support for community and outreach organizations such as animal shelters, counseling centers, domestic violence centers, and feeding programs. All donations range from $500 to $1,500 per cause. In 2024, donations were made to 99 charitable organizations and fourteen individuals or families in need of specific assistance: nine to assist medical patients and their families with medical or other expenses; three to help cover funeral and living expenses after a sudden death; one to help with emergency expenses after a hurricane and one to help with emergency expenses after a fire.
Expenses $122,047 · Grants $122,000
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Thomas P Nerney
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Joseph J McLaughlin Jr
Director
- Total calculated
- $0
- Hours/week
- 0.3
-
Stephen M Lyons
Director
- Total calculated
- $0
- Hours/week
- 0.3
-
Sasha D Moul
President
- Total calculated
- $0
- Hours/week
- 2
-
Melissa Engel
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
David A Skoog
Treasurer
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$500,000
Support for breast cancer awareness, outreach and research
-
$50,000
Support for matching critically ill children with college sports teams athletes for therapeutic healing.
-
Malaria prevention
-
Marine Toys for Tots Foundation
$20,929
Outreach for under-served children through gifts of toys
-
$16,668
Autism awareness and outreach
-
Outreach to homeless and addicted individuals
-
$7,000
Outreach to homeless individuals and families
-
$7,000
Outreach to homeless individuals and families
-
$7,000
Outreach to homeless women and children
-
$7,000
Mental health, medical, and social services to survivors of politically-sanctioned torture and their families
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
US Investment Corporation
C · Insurance Holding Company · PA · 0% owned
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 May 2025
- IRS schema version
- 2024v5.0
- Source object
- 202541359349311514
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.