MUELLER FOUNDATION (EIN 260611316) - 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

2007

Legal Domicile

Principal Officer

FRANCES FERGUSON

Phone

5158273303

Tax Period

2023-01-01 to 2023-12-31

MUELLER FOUNDATION, founded in 2007, is a small nonprofit in the Housing & Shelter sector that reported $688K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 167% operating deficit.

Mission

GENERALLY, TO OPERATE EXCLUSIVELY FOR CHARITABLE, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF 501(C)(3) OF THE IRC, BY PROMOTION AND INCREASING ONE OR MORE OF THE FOLLOWING IN THE GEORGRAPHICAL REGION OF AUSTIN, TEXAS KNOWN AS MUELLER AND OTHER GEOGRAPHIC AREAS CONTAINING A REASONABLE RELATIONSHIP TO THE MUELLER COMMUNITY: (I) THE AVAILABILITY OF QUALITY NEIGHBORHOOD SCHOOLS AND LIFELONG EDUCATION PROGRAMS, (II) THE CREATION OF OPEN SPACE AND PARKS, (III) THE AVAILABILITY OF JOB TRAINING PROGRAMS, (IV) THE PROMOTION OF SUSTAINABLE DEVELOPMENT, (V) THE SUPPORT OF AFFORDABLE HOUSING, AND (VI) SUCH OTHER CHARITABLE AND EDUCATIONAL PURPOSES AS ARE CONSISTENT WITH THE SPIRIT AND INTENT OF THE MUELLER DESIGN BOOK.

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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 $0

Program Service Revenue $609,726

Investment Income $78,538

Other Revenue $0

TOTAL REVENUE $688,264

Expense Breakdown

Grants Paid $2,010

Salaries & Benefits $300,597

Fundraising Expenses $0

Program Expenses $1,649,153

Other Expenses $1,536,904

TOTAL EXPENSES $1,839,511

Year-over-Year Comparison

	2023	2022	Change
Revenue	$688,264	$1,118,842	-0.4%
Expenses	$1,839,511	$2,253,729	-0.2%
Net Income	$-1,151,247	$-1,134,887	+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

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

$180,874

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY J WEAVER	SECRETARY	2.00	Officer Director	$0	$0	$0
JIM WALKER	DIRECTOR	2.00	Director	$0	$0	$0
KERRY TATE	DIRECTOR	2.00	Director	$0	$0	$0
MATT WHELAN	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT D REPASS	CHAIR	2.00	Officer Director	$0	$0	$0
SUZANNA CABALLERO	TREASURER	2.00	Officer Director	$0	$0	$0
LESLIE WINGO	DIRECTOR	2.00	Director	$0	$0	$0
FRANCES FERGUSON	EXECUTIVE DIRECTOR	40.00	Officer	$172,761	$8,113	$180,874

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	$688,264	$1,839,511	$50,410,817	$-1,151,247
2022	$1,118,842	$2,253,729	$51,204,103	$-1,134,887
2021	$7,187,805	$2,522,771	$53,172,172	$4,665,034
2020	$5,290,981	$1,275,445	$48,340,159	$4,015,536
2019	$6,698,100	$1,600,127	$44,158,681	$5,097,973
2018	$5,603,728	$932,106	$38,745,446	$4,671,622
2017	$6,146,782	$1,095,270	$34,303,388	$5,051,512
2016	$5,010,321	$1,376,552	$29,026,741	$3,633,769

MUELLER FOUNDATION