MILLER-DWAN FOUNDATION (EIN 237396466) - Form 990 Financial Analysis & Trantor Score

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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

Formation Year

1973

Legal Domicile

Principal Officer

TRACI MARCINIAK

Phone

2187862823

Tax Period

2023-01-01 to 2023-12-31

MILLER-DWAN FOUNDATION, founded in 1973, is a community nonprofit in the Health Care sector that reported $2.1M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $3.0M exceeded revenue, resulting in a 41% operating deficit.

Mission

TO PROVIDE SUPPORT TO HISTORIC MILLER-DWAN MEDICAL CENTER AND POLINSKY MEDICAL REHABILITATION SPECIALTY HEALTHCARE PROGRAMS AND SERVICES AND FOR INNOVATIVE PROGRAMMING THROUGHOUT THE REGION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,728,684

Program Service Revenue $34,098

Investment Income $574,196

Other Revenue $-195,803

TOTAL REVENUE $2,141,175

Expense Breakdown

Grants Paid $1,139,821

Salaries & Benefits $852,326

Fundraising Expenses $2,108

Program Expenses $2,701,790

Other Expenses $1,033,404

TOTAL EXPENSES $3,025,551

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,141,175	$2,566,582	-0.2%
Expenses	$3,025,551	$2,899,175	+0.0%
Net Income	$-884,376	$-332,593	+1.7%

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

Volunteers

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

$192,946

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN BOMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK EMMEL	DIRECTOR	1.00	Director	$0	$0	$0
TIM MCSHANE	DIRECTOR	1.00	Director	$0	$0	$0
TRICIA BUNTEN	DIRECTOR UNTIL 08/30/2023	1.00	Director	$0	$0	$0
JANICE SCHADE	DIRECTOR	1.00	Director	$0	$0	$0
JENNY PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
JEFF HOLMES	DIRECTOR	1.00	Director	$0	$0	$0
CARL CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
DR BRAD DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MEIERHOFF	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER CAREY	DIRECTOR	1.00	Director	$0	$0	$0
TANYA NICHOLS	CHAIR	1.00	Officer Director	$0	$0	$0
MARY KAY BERARDUCCI	VICE-CHAIR UNTILL 10/17/2023	1.00	Officer Director	$0	$0	$0
DR ELENA METCALF	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE SEYFER	TREASURER	1.00	Officer Director	$0	$0	$0
TRACI MARCINIAK	PRESIDENT	40.00	Officer	$163,506	$29,440	$192,946
RICHARD GERTSEMA	SENIOR MENTAL HEALTH ADVISOR	40.00	Highest	$118,252	$29,291	$147,543

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	No data	No data	No data	No data
2023	$2,141,175	$3,025,551	$33,362,303	$-884,376
2022	$2,566,582	$2,899,175	$31,065,709	$-332,593
2021	$5,122,936	$2,334,243	$37,367,884	$2,788,693
2020	$2,284,820	$2,355,692	$33,421,489	$-70,872
2019	$1,952,106	$2,252,131	$31,462,680	$-300,025
2018	$2,103,295	$2,326,159	$28,462,298	$-222,864

MILLER-DWAN FOUNDATION