MIDWEST UNITARIAN UNIVERSALIST FDN

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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

1960

Legal Domicile

Principal Officer

KATHERINE S BREWIN

Phone

7738814028

Tax Period

2024-04-01 to 2025-03-31

MIDWEST UNITARIAN UNIVERSALIST FDN, founded in 1960, is a small nonprofit in the Mutual Benefit sector that reported $207K in total revenue in fiscal year 2024. Expenses of $188K left a modest 9% surplus.

Mission

SUPPORTS RELIGIOUS, CHARITABLE, AND EDUCATIONAL PROGRAMS OF THE UNITARIAN UNIVERSALIST FAITH.

Program Service Accomplishments

Program 1

Expenses: $150,165

GRANTS TO THE MIDAMERICA REGION AND MOUNTAIN-DESERT DISTRICT FOR CHURCH DISTRICT PROGRAMS - 150,165. THE ANNUAL MEETING WAS HELD AT THE SONESTA IN ROSEMONT, IL. TRAVEL EXPENSES WERE 6,982.

Program 2

THE RYDER FUND WAS CREATED BY THE WILL OF WILLIAM HENRY RYDER FOR THE "SUPPORT AND RELIEF OF SUPERANNUATED UNIVERSALIST CLERGYMEN AND FOR NEEDY AND DESTITIUTE WIDOWS OF UNIVERSALIST CLERGYMEN.", IN THE MIDWEST. THE IVA LAUGHLIN FUND IS USED FOR THE ELDERLY UNITARIAN UNIVERSALIST LAY PEOPLE. GRANTS MADE FROM THESE TWO FUNDS TOTAL 16,729.

Program 3

Expenses: $6,820

THE COLCHESTER FUND IS USED FOR SCHOLARSHIPS FOR UNITARIAN UNIVERSALIST THEOLOGICAL STUDENTS AND MEADVILLE LOMBARD THEOLOGICAL SCHOOL. THE RECIPIENTS ARE SELECTED BY THE MIDWEST UNITARIAN...

THE COLCHESTER FUND IS USED FOR SCHOLARSHIPS FOR UNITARIAN UNIVERSALIST THEOLOGICAL STUDENTS AND MEADVILLE LOMBARD THEOLOGICAL SCHOOL. THE RECIPIENTS ARE SELECTED BY THE MIDWEST UNITARIAN UNIVERSALIST CONFERENCE AND THE GRANTS MADE FOR SCHOLARSHIPS TOTAL 6,820.

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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 $207,464

Other Revenue $0

TOTAL REVENUE $207,464

Expense Breakdown

Grants Paid $156,985

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156,985

Other Expenses $31,476

TOTAL EXPENSES $188,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,464	$199,063	+0.0%
Expenses	$188,461	$174,831	+0.1%
Net Income	$19,003	$24,232	-0.2%

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
KATHERINE S BREWIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN HELLMER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
VICKI PRATT	SECRETARY	1.00	Officer Director	$0	$0	$0
REBECCA PACE	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTOPHER FRANKLIN	DIRECTOR	1.00	Director	$0	$0	$0
KATHY WIRE	DIRECTOR	1.00	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
2025	$207,464	$188,461	$4,270,273	$19,003
2024	$199,063	$174,831	$4,201,515	$24,232
2023	$102,422	$170,955	$3,721,075	$-68,533
2022	$219,487	$149,850	$4,144,891	$69,637
2021	$293,632	$142,872	$4,092,069	$150,760
2020	$49,357	$149,074	$2,986,771	$-99,717
2019	$108,572	$139,706	$3,312,191	$-31,134