THE HENRY MIZE CHARITABLE FOUNDATI… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer

PAUL E MIZE JR

Phone

6628426475

Tax Period

2024-01-01 to 2024-12-31

THE HENRY MIZE CHARITABLE FOUNDATION INC is a small nonprofit in the Philanthropy & Grantmaking sector that reported $469K in total revenue in fiscal year 2024. The organization ran a surplus of $176K, a strong 38% operating margin.

Mission

ORGANIZED EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $164,215

OPERATED EXCLUSIVELY FOR THE BENEFIT OF AND TO CARRY OUT THE FUNCTIONS OR PURPOSES OF CREATE FOUNDATION, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $468,968

Other Revenue $0

TOTAL REVENUE $468,968

Expense Breakdown

Grants Paid $164,215

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,215

Other Expenses $128,748

TOTAL EXPENSES $292,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$468,968	$487,553	0.0%
Expenses	$292,963	$309,100	-0.1%
Net Income	$176,005	$178,453	0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$1,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE CLAYBORNE	DIRECTOR	2.00	Director	$300	$0	$300
PAUL MIZE III	DIRECTOR	2.00	Director	$300	$0	$300
GUY MITCHELL	DIRECTOR	2.00	Director	$300	$0	$300
BENNETT MIZE	DIRECTOR	2.00	Director	$300	$0	$300
PAUL E MIZE JR	PRESIDENT	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$468,968	$292,963	$6,605,991	$176,005
2023	$487,553	$309,100	$6,233,273	$178,453
2022	$97,140	$307,690	$5,668,918	$-210,550
2021	$645,723	$317,724	$7,259,614	$327,999
2020	$442,087	$300,286	$6,774,656	$141,801
2019	$363,536	$299,088	$6,601,042	$64,448
2018	$355,493	$326,740	$6,030,318	$28,753

THE HENRY MIZE CHARITABLE FOUNDATION INC