MIDWESTERN UNIVERSITY FOUNDATION (EIN 363955804) - 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

1994

Legal Domicile

Phone

6305157145

Tax Period

2022-07-01 to 2023-06-30

MIDWESTERN UNIVERSITY FOUNDATION, founded in 1994, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2017. The organization ran a surplus of $276K, a strong 17% operating margin.

Mission

TO BENEFIT MIDWESTERN UNIVERSITY BY PROVIDING FUNDING FOR PRIVATE LOANS TO STUDENTS OF THE UNIVERSITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,466,273

Investment Income $1,378,910

Other Revenue $0

TOTAL REVENUE $3,845,183

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,920,067

Other Expenses $3,114,899

TOTAL EXPENSES $3,114,899

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,845,183	$2,272,539	+0.7%
Expenses	$3,114,899	$3,131,353	0.0%
Net Income	$730,284	$-858,814	-1.9%

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

$4,759,590

Total Directors

$3,043,984

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	VICE CHAIRPERSON/DIRECTOR	1.0	Officer Director	$0	$0	$0
N/A	PRESIDENT/CEO/DIRECTOR	1.0	Officer Director	$0	$49,892	$3,043,984
N/A	Secretary/Treasurer/DIRECTOR	1.0	Officer Director	$0	$0	$0
N/A	CHAIRPERSON/DIRECTOR	1.0	Officer Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	VP, SPECIAL ASSISTANT FOR FINANCE, LAST DAY OF WORK 7/1/2022	1.0	Officer	$0	$46,690	$613,128
N/A	VP FINANCE	1.0	Officer	$0	$54,030	$482,718
N/A	ASSISTANT TREASURER/CFO/VP	1.0	Officer	$0	$59,606	$619,760

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	No data	No data	No data	No data
2023	$3,845,183	$3,114,899	$88,680,176	$730,284
2022	$2,272,539	$3,131,353	$93,580,538	$-858,814
2021	$1,129,249	$2,419,512	$61,061,640	$-1,290,263
2020	$1,821,412	$3,051,280	$63,864,425	$-1,229,868
2019	$1,528,957	$1,418,679	$75,388,358	$110,278
2018	$1,629,444	$1,353,773	$34,675,638	$275,671

MIDWESTERN UNIVERSITY FOUNDATION