MIELKE FAMILY FOUNDATION INC (EIN 396074258) - 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

1963

Legal Domicile

Principal Officer

PAM GRUNER

Phone

9208301290

Tax Period

2023-01-01 to 2023-12-31

MIELKE FAMILY FOUNDATION INC, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $272K in total revenue in fiscal year 2023. Revenue fell 60% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $66K, a strong 24% operating margin.

Mission

PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.

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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 $10,044

Program Service Revenue $0

Investment Income $262,168

Other Revenue $0

TOTAL REVENUE $272,212

Expense Breakdown

Grants Paid $104,924

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,538

Other Expenses $100,901

TOTAL EXPENSES $205,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$272,212	$685,389	-0.6%
Expenses	$205,825	$453,015	-0.5%
Net Income	$66,387	$232,374	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE WEST	DIRECTOR AS OF 7/1/23	0.30	Director	$0	$0	$0
DAVID PLEKENPOL	DIRECTOR	0.50	Director	$0	$0	$0
GREGG CURRY	SECRETARY AS OF 7/1/23 & DIRECTOR	1.50	Officer Director	$0	$0	$0
KEVIN LOOMANS	TREASURER & DIRECTOR	1.50	Officer Director	$0	$0	$0
LEE ALLINGER	DIRECTOR	1.00	Director	$0	$0	$0
PAM GRUNER	PRESIDENT AS OF 7/1/23 & DIRECTOR	1.50	Officer Director	$0	$0	$0
PATRICK GILL	DIRECTOR	0.50	Director	$0	$0	$0
RENEE ULMAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN MIELKE	DIRECTOR	0.50	Director	$0	$0	$0
STEVE GROVER	DIRECTOR	1.00	Director	$0	$0	$0
JARRAD BITTNER	DIRECTOR AS OF 7/1/23	1.00	Director	$0	$0	$0
SALLY MIELKE	DIRECTOR	1.00	Director	$0	$0	$0
DR DOUG MIELKE	DIRECTOR	0.50	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
2024	No data	No data	No data	No data
2023	$272,212	$205,825	$10,895,997	$66,387
2022	$685,389	$453,015	$10,059,551	$232,374
2021	$308,578	$168,478	$11,679,310	$140,100
2021	$850,823	$336,087	$11,654,187	$514,736
2020	$2,720	$254,321	$9,302,595	$-251,601
2019	$336,177	$413,405	$9,868,266	$-77,228
2018	$543,891	$331,865	$10,181,257	$212,026

MIELKE FAMILY FOUNDATION INC