MAIER & ASSOCIATES CHARITABLE FOUNDATION

EIN: 202703093 501(c)(3) Education

BAY CITY, MI

Total Revenue
$256,175
Total Expenses
$204,395
Total Assets
$533,637
Net Assets
$533,637
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
MI
Principal Officer
WAYNE MAIER
Phone
9896848500
Tax Period
2025-01-01 to 2025-12-31

MAIER & ASSOCIATES CHARITABLE FOUNDATION, founded in 1986, is a small nonprofit in the Education sector that reported $256K in total revenue in fiscal year 2025. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 20% operating margin.

Mission

TO PROVIDE THOSE RESIDING IN THE MICHIGAN COUNTIES OF SAGINAW, BAY, MIDLAND AND BEYOND, SCHOLARSHIPS AND ASSISTANCE WITH BASIC AND SPECIAL NEEDS IN AREAS THAT ARE NOT BEING MET CURRENTLY.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $153,446
Program Service Revenue $0
Investment Income $42,469
Other Revenue $60,260
TOTAL REVENUE $256,175

Expense Breakdown

Grants Paid $177,845
Salaries & Benefits $0
Fundraising Expenses $6,332
Program Expenses $195,419
Other Expenses $26,550
TOTAL EXPENSES $204,395

Year-over-Year Comparison

2025 2024 Change
Revenue $256,175 $157,530 +0.6%
Expenses $204,395 $199,634 +0.0%
Net Income $51,780 $-42,104 -2.2%
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

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Governance

Voting Members
10
Independent Members
6
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
4
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROLYN DAHLBERG EXECUTIVE DI 5.00
Officer Director
$0 $0 $0
LAURA LANG SECRETARY 0.10
Officer Director
$0 $0 $0
JOE MAIER TREASURER 0.10
Officer Director
$0 $0 $0
RITA MAIER DIRECTOR 0.10
Director
$0 $0 $0
STEPHANIE MAIER DIRECTOR 5.00
Director
$0 $0 $0
WAYNE MAIER FOUNDER 0.10
Director
$0 $0 $0
AMY MCDANIEL DIRECTOR 0.10
Director
$0 $0 $0
MOLLY RAUSCHERT DIRECTOR 0.10
Director
$0 $0 $0
LISA RECHSTEINER PRESIDENT 0.10
Officer Director
$0 $0 $0
LYNN SHAWL DIRECTOR 0.10
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
2025 $256,175 $204,395 $533,637 $51,780
2024 $157,530 $199,634 $481,857 $-42,104
2023 $149,204 $183,649 $523,961 $-34,445
2022 $332,496 $247,312 $558,406 $85,184
2021 $155,204 $116,134 $473,723 $39,070
2020 $378,138 $132,355 $479,153 $245,783
2019 $190,660 $168,629 $188,269 $22,031
2018 $168,584 $148,777 $166,353 $19,807
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