DIANE MIDDLETON FOUNDATION (EIN 330833763) - 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

1998

Legal Domicile

Principal Officer

DIANE MIDDLETON

Phone

3102777351

Tax Period

2020-01-01 to 2020-12-31

DIANE MIDDLETON FOUNDATION, founded in 1998, is a micro nonprofit that reported $9K in total revenue in fiscal year 2020. Revenue decreased 18% compared to the prior year. Expenses of $224K exceeded revenue, resulting in a 2395% operating deficit.

Mission

SEE PART IIIA

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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 (2020)

Revenue Breakdown

Contributions & Grants $5,000

Program Service Revenue $0

Investment Income $3,989

Other Revenue $0

TOTAL REVENUE $8,989

Expense Breakdown

Grants Paid $220,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,000

Other Expenses $4,289

TOTAL EXPENSES $224,289

Year-over-Year Comparison

	2020	2019	Change
Revenue	$8,989	$10,985	-0.2%
Expenses	$224,289	$13,813	+15.2%
Net Income	$-215,300	$-2,828	+75.1%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE MIDDLETON	DIRECTOR	5.00	Director	$0	$0	$0
TIM SANDOVAL	DIRECTOR	0.00	Director	$0	$0	$0
GOETZ WOLFF	DIRECTOR	0.00	Director	$0	$0	$0
DENISE VELASCO	DIRECTOR	0.00	Director	$0	$0	$0
PETE WHITE	DIRECTOR	0.00	Director	$0	$0	$0
MARIANA HUERTA	DIRECTOR	0.00	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
2020	$8,989	$224,289	No data	$-215,300
2019	$10,985	$13,813	$253,100	$-2,828
2018	$3,741	$17,648	$216,171	$-13,907

DIANE MIDDLETON FOUNDATION