THE WILLIAM H MINER FOUNDATION (EIN 361488081) - 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

1923

Legal Domicile

Principal Officer

RICHARD GRANT

Phone

3128534106

Tax Period

2024-01-01 to 2024-12-31

THE WILLIAM H MINER FOUNDATION, founded in 1923, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $14.0M in total revenue in fiscal year 2024. Revenue surged 178% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.3M, a strong 38% operating margin.

Mission

ACTING AS SUPPORTING ORG. TO SUPPORT THREE PUBLIC CHARITIES LISTED IN PART III BELOW.

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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 $0

Program Service Revenue $0

Investment Income $7,437,749

Other Revenue $6,525,821

TOTAL REVENUE $13,963,570

Expense Breakdown

Grants Paid $7,741,430

Salaries & Benefits $125,000

Fundraising Expenses $0

Program Expenses $7,868,527

Other Expenses $795,448

TOTAL EXPENSES $8,661,878

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,963,570	$5,021,218	+1.8%
Expenses	$8,661,878	$8,102,826	+0.1%
Net Income	$5,301,692	$-3,081,608	-2.7%

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

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

$242,526

Total Directors

$95,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD J GRANT	TRUSTEE	5.00	Director	$47,500	$0	$47,500
PAUL A SVOBODA	TRUSTEE	5.00	Director	$47,500	$0	$47,500
KIRK E BEATTIE	FINANCE OFFICER	7.00	Officer	$30,000	$30,056	$242,526

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	$13,963,570	$8,661,878	$128,554,686	$5,301,692
2023	$5,021,218	$8,102,826	$129,454,566	$-3,081,608
2022	$9,364,118	$7,462,795	$134,817,781	$1,901,323
2021	$14,782,068	$7,087,368	$136,846,464	$7,694,700
2020	$12,025,973	$6,917,589	$135,785,081	$5,108,384

THE WILLIAM H MINER FOUNDATION