MIZELL MEMORIAL FOUNDATION INC (EIN 300136672) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

TRIPPY MCGUIRE

Phone

3344936755

Tax Period

2025-01-01 to 2025-12-31

MIZELL MEMORIAL FOUNDATION INC, founded in 2003, is a micro nonprofit in the Health Care sector that reported $63K in total revenue in fiscal year 2018. The organization ran a surplus of $26K, a strong 40% operating margin.

Mission

TO PROMOTE CHARITABLE NEEDS OF RESIDENTS OF COVINGTON COUNTY, CHARITABLE HEALTHCARE SERVICES, CHARITABLE EDUCATIONAL SERVICES AND FOR GIFTS AND GRANTS TO NON-PROFIT ORGANIZATIONS, STATE AND LOCAL INSTITUTIONS FOR EDUCATIONAL AND CHARITABLE ACTIVITIES AND INDIVIDUALS IN FURTHERANCE OF CHARITABLE PURPOSES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $38,950

Program Service Revenue $0

Investment Income $1,569

Other Revenue $-5,317

TOTAL REVENUE $35,202

Expense Breakdown

Grants Paid $80,304

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,304

Other Expenses $2,312

TOTAL EXPENSES $82,616

Year-over-Year Comparison

	2025	2024	Change
Revenue	$35,202	$33,497	+0.1%
Expenses	$82,616	$32,469	+1.5%
Net Income	$-47,414	$1,028	-47.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL HAMPTON	DIRECTOR	N/A	Director	$0	$0	$0
TRIPPY MCGUIRE	SECRETARY	N/A	Director	$0	$0	$0
JAMES KELSOE	DIRECTOR	N/A	Director	$0	$0	$0
MELINDA HALL	CHAIRMAN	N/A	Officer Director	$0	$0	$0
JANA WYATT	CEO/CFO	N/A	Officer Director	$0	$0	$0
DOT FARLEY	DIRECTOR	N/A	Director	$0	$0	$0
DONNA YOUMANS	DIRECTOR	N/A	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	$35,202	$82,616	$47,371	$-47,414
2024	$33,497	$32,469	$94,304	$1,028
2023	$36,546	$2,227	$92,847	$34,319
2022	$32,996	$23,526	$58,478	$9,470
2021	$12,696	$8,921	$49,014	$3,775
2020	$26,539	$53,494	$45,389	$-26,955
2019	$105,888	$361,139	$75,931	$-255,251
2018	$63,473	$37,924	$376,137	$25,549

MIZELL MEMORIAL FOUNDATION INC