Miami University Foundation

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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

1948

Legal Domicile

Phone

5135296110

Tax Period

2023-07-01 to 2024-06-30

Miami University Foundation, founded in 1948, is a mid-sized nonprofit in the Education sector that reported $43.1M in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13.7M, a strong 32% operating margin.

Mission

SUPPORT OF MIAMI UNIVERSITY

Program Service Accomplishments

Program 1

Expenses: $24,093,730

MIAMI UNIVERSITY FOUNDATION RECEIVES CONTRIBUTIONS FROM ALUMNI AND FRIENDS OF THE UNIVERSITY WHICH IT HOLDS AND USES ACCORDING TO DONOR INSTRUCTIONS. INVESTMENT EARNINGS ARE PERIODICALLY TRANSFERRED...

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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 $35,422,044

Program Service Revenue $0

Investment Income $6,231,731

Other Revenue $1,440,053

TOTAL REVENUE $43,093,828

Expense Breakdown

Grants Paid $24,093,730

Salaries & Benefits $0

Fundraising Expenses $3,057,229

Program Expenses $24,093,730

Other Expenses $5,322,084

TOTAL EXPENSES $29,415,814

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,093,828	$27,278,581	+0.6%
Expenses	$29,415,814	$25,226,725	+0.2%
Net Income	$13,678,014	$2,051,856	+5.7%

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

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

$1,378,518

Total Directors

$2,783,195

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE KOSCHIK	CHAIR	2.0	Officer Director	$0	$0	$0
DR DAVID CREAMER	TREASURER	1.0	Officer Director	$0	$73,578	$485,379
MACKENZIE RICE	PRESIDENT	20.0	Officer Director	$0	$53,967	$225,719
NICHOLE PRESCOTT	SECRETARY	2.0	Officer Director	$0	$0	$0
SCOTT SCHWEINFURTH	VICE CHAIR	2.0	Officer Director	$0	$0	$0
AARON RYAN	DIRECTOR	1.0	Director	$0	$0	$0
BETH MIKES	DIRECTOR	1.0	Director	$0	$0	$0
BIFF BOWMAN	DIRECTOR	1.0	Director	$0	$0	$0
BRAD HUNKLER	DIRECTOR	1.0	Director	$0	$0	$0
BRADY BUNDY	DIRECTOR	1.0	Director	$0	$70,744	$382,201
BRENT SHOCK	DIRECTOR - TERM ENDED	1.0	Director	$0	$57,018	$282,689
CHRIS LORENZEN	DIRECTOR	1.0	Director	$0	$0	$0
Dave Meyer	DIRECTOR	1.0	Director	$0	$0	$0
DAVID DAFOE	DIRECTOR	1.0	Director	$0	$0	$0
DR ELIZABETH R MULLENIX	DIRECTOR	1.0	Director	$0	$76,732	$472,229
DR GREGORY CRAWFORD	DIRECTOR	1.0	Director	$0	$88,628	$648,744
EDWARD O'REILLY	DIRECTOR	1.0	Director	$0	$0	$0
JAYNE BROWNELL	DIRECTOR	1.0	Director	$0	$40,741	$286,234
JUDY GREFFIN	DIRECTOR	1.0	Director	$0	$0	$0
JULIA POSTON	DIRECTOR	1.0	Director	$0	$0	$0
KIM LUBEL	DIRECTOR	1.0	Director	$0	$0	$0
LISA SHADE	DIRECTOR	1.0	Director	$0	$0	$0
LYNN LARSON	DIRECTOR	1.0	Director	$0	$0	$0
LYNN PISTELL	DIRECTOR	1.0	Director	$0	$0	$0
MARY BETH CANFIELD	DIRECTOR	1.0	Director	$0	$0	$0
Mary Schell	Director	1.0	Director	$0	$0	$0
PETER MOGK	DIRECTOR	1.0	Director	$0	$0	$0
Rachel Beech	Director	1.0	Director	$0	$0	$0
RUTH MILLIGAN	DIRECTOR	1.0	Director	$0	$0	$0
SHARON MITCHELL	DIRECTOR	1.0	Director	$0	$0	$0
STEPHANIE BYRD	DIRECTOR	1.0	Director	$0	$0	$0
SURAJ MARABOYINA	DIRECTOR	1.0	Director	$0	$0	$0
TIM LLOYD	DIRECTOR	1.0	Director	$0	$0	$0
TOM MYERS	DIRECTOR	1.0	Director	$0	$0	$0
WENDY VONDERHAAR	DIRECTOR	1.0	Director	$0	$0	$0
ZAIN HAIDER	DIRECTOR	1.0	Director	$0	$0	$0
BRIAN FURNISH	CHEIF ADMINISTRATIVE OFFICER	20.0	Officer	$0	$30,598	$169,398
BRUCE GUIOT	CHIEF FINANCIAL OFFICER	20.0	Officer	$0	$24,781	$231,644
RYAN ELIAS	CHEIF DEVELOPMENT OFFICER	20.0	Officer	$0	$57,623	$266,378

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	No data	No data	No data	No data
2024	$43,093,828	$29,415,814	$849,766,732	$13,678,014
2023	$27,278,581	$25,226,725	$781,643,093	$2,051,856
2022	$28,643,439	$22,048,061	$724,573,926	$6,595,378
2021	$42,278,734	$19,216,588	$768,386,384	$23,062,146