MILLER-DWAN FOUNDATION

EIN: 237396466 501(c)(3) Health Care

DULUTH, MN

Total Revenue
$2,141,175
Total Expenses
$3,025,551
Total Assets
$33,362,303
Net Assets
$32,842,199
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
MN
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

THE MILLER-DWAN FOUNDATION IMPROVES THE HEALTH OF THE PEOPLE OF OUR REGION THROUGH THE CREATION OF IMPACTFUL COMMUNITY SOLUTIONS THAT OVERCOME BARRIERS. WE SUPPORT THE FUTURE AND THE LEGACY OF MILLER-DWAN MEDICAL CENTER, POLINSKY MEDICAL REHABILITATION CENTER, SOLVAY HOSPICE HOUSE, AMBERWING - CENTER FOR YOUTH & FAMILY WELL-BEING AND OTHER INITIATIVES FOR OUR REGION'S HEALTH. BY COMING TOGETHER WITH OTHERS WHO SHARE OUR VISION AND PASSION, WE ARE ABLE TO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE EVERY DAY.

Program Service Accomplishments

Program 1
Expenses: $1,238,270

THE FOUNDATION SUPPORTS MEANINGFUL HEALTHCARE PROGRAMS ON THE MEDICAL CAMPUS AND IN THE COMMUNITY. GRANTS ARE MADE THROUGHOUT THE YEAR TO IMPROVE HEALTHCARE IN OUR REGION AND ARE PRIMARILY FOCUSED ON...

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THE FOUNDATION SUPPORTS MEANINGFUL HEALTHCARE PROGRAMS ON THE MEDICAL CAMPUS AND IN THE COMMUNITY. GRANTS ARE MADE THROUGHOUT THE YEAR TO IMPROVE HEALTHCARE IN OUR REGION AND ARE PRIMARILY FOCUSED ON ADULT AND ADOLESCENT MENTAL HEALTH, HOSPICE, PHYSICAL REHABILITATION, CANCER CARE, BURN CARE AND SURGICAL SERVICES.

Program 2
Expenses: $398,856

HOPEXPM+ - IN 2023, THE MILLER-DWAN FOUNDATION PARTNERED WITH GEORGE WASHINGTON UNIVERSITY AND THE NEW SCHOOL FOR SOCIAL RESEARCH TO BEGIN IMPLEMENTING PROBLEM MANAGEMENT PLUS (PM+). PM+, DEVELOPED...

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HOPEXPM+ - IN 2023, THE MILLER-DWAN FOUNDATION PARTNERED WITH GEORGE WASHINGTON UNIVERSITY AND THE NEW SCHOOL FOR SOCIAL RESEARCH TO BEGIN IMPLEMENTING PROBLEM MANAGEMENT PLUS (PM+). PM+, DEVELOPED BY THE WORLD HEALTH ORGANIZATION, TRAINS NON-CREDENTIALED HELPERS TO PROVIDE A HIGHLY MANUALIZED MENTAL HEALTH INTERVENTION THAT CAN HELP PEOPLE STAY WELL AND OUT OF THE HOSPITAL. ALL WORK HAPPENS UNDER LICENSED SUPERVISION. PM+ INVOLVES COMMUNITY-BASED ORGANIZATIONS (CBO'S) IN A WAY THAT SIGNIFICANTLY EXPANDS THE WORKFORCE. THE FOUNDATION AWARDS COMMUNITY GRANTS IN SUPPORT OF ITS PM+ MENTAL HEALTH EFFORTS AS WELL AS IN SUPPORT OF MENTAL HEALTH SERVICES ON THE MEDICAL CAMPUS. DOUGLAS COUNTY - WORK CONTINUES IN COLLABORATION WITH DOUGLAS COUNTY COMMUNITY-BASED ORGANIZATIONS TO IMPLEMENT 9 PRIORITY AREAS FOR IMPROVEMENT OF MENTAL HEALTH WITH AN EMPHASIS ON MENTAL HEALTH TRAINING, OPPORTUNITIES FOR RESIDENTS TO CONNECT, PROVIDER RECRUITMENT AND RETENTION INCLUDING PM+.

Program 3
Expenses: $309,370

PUBLIC EDUCATION - EACH YEAR THE FOUNDATION CREATES PUBLICATIONS AND RESOURCES WHICH ARE WIDELY DISTRIBUTED, HAS AN ONLINE PRESENCE, AND ENGAGES THE MEDIA IN SHARING OUR MESSAGE. TOPIC AREAS INCLUDE...

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PUBLIC EDUCATION - EACH YEAR THE FOUNDATION CREATES PUBLICATIONS AND RESOURCES WHICH ARE WIDELY DISTRIBUTED, HAS AN ONLINE PRESENCE, AND ENGAGES THE MEDIA IN SHARING OUR MESSAGE. TOPIC AREAS INCLUDE, BUT ARE NOT LIMITED TO, HOSPICE AND END-OF-LIFE, CANCER CARE AND SURVIVORSHIP, BURN TREATMENT AND OF COURSE, MENTAL HEALTH AND PHYSICAL REHABILITATION. IN 2023, A SPECIAL EMPHASIS WAS PLACED ON BURN CARE STAFF RECEIVING ADVANCED BURN LIFE SUPPORT EDUCATION. IN 2023, THE FOUNDATION ALSO LAUNCHED "THE FORCE FOR GOOD" PODCAST, WITH A FOCUS ON EDUCATING LISTENERS ABOUT MENTAL HEALTH CARE IN GENERAL AND IN OUR REGION.

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Trantor Score

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

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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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Governance

Voting Members
13
Independent Members
13
Employees
11
Volunteers
60

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
5
$192,946
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
1
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
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