MEUSE FAMILY FOUNDATION (EIN 260017844) - 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

2002

Legal Domicile

Principal Officer

SCOTT HEITKAMP

Phone

6142514000

Tax Period

2024-01-01 to 2024-12-31

MEUSE FAMILY FOUNDATION, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $491K, a strong 31% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO SUPPORT CHARITABLE ORGANIZATIONS WHICH BENEFIT THE COMMUNITY.

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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 $555,000

Program Service Revenue $0

Investment Income $1,035,964

Other Revenue $0

TOTAL REVENUE $1,590,964

Expense Breakdown

Grants Paid $1,039,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,039,500

Other Expenses $60,540

TOTAL EXPENSES $1,100,040

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,590,964	$2,005,421	-0.2%
Expenses	$1,100,040	$1,233,403	-0.1%
Net Income	$490,924	$772,018	-0.4%

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

$1,394,596

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID R MEUSE	CHAIRPERSON/DIRECTOR	1.00	Officer Director	$0	$0	$0
MARY BETH MEUSE	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
MICHAEL J ENDRES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN B MCCOY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT D WALTER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES D MEUSE	SECRETARY	1.00	Officer	$0	$0	$0
LISA M BROOKS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
PETER A MEUSE	TREASURER	1.00	Officer	$0	$0	$0
DOUGLAS F KRIDLER	ASST SECRETARY	0.50	Officer	$0	$107,467	$1,012,706
SCOTT HEITKAMP	ASST TREASURER	0.50	Officer	$0	$63,398	$381,890

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	$1,590,964	$1,100,040	$7,002,295	$490,924
2023	$2,005,421	$1,233,403	$6,802,519	$772,018
2022	$1,547,409	$643,024	$5,480,551	$904,385
2021	$769,068	$593,910	$5,503,438	$175,158
2020	$1,989,562	$1,427,886	$4,914,115	$561,676
2019	$455,003	$763,379	$4,443,185	$-308,376
2018	$541,422	$571,398	$4,361,757	$-29,976

MEUSE FAMILY FOUNDATION