THE DORSEY & WHITNEY FOUNDATION (EIN 411424522) - 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

1982

Legal Domicile

Principal Officer

Theresa Mielke

Phone

6123402844

Tax Period

2023-01-01 to 2023-12-31

THE DORSEY & WHITNEY FOUNDATION, founded in 1982, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2023.

Mission

SUPPORTING TAX EXEMPT CHARITABLE AND EDUCATIONAL ORGANIZATIONS.

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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 $2,365,535

Program Service Revenue $0

Investment Income $31

Other Revenue $0

TOTAL REVENUE $2,365,566

Expense Breakdown

Grants Paid $2,411,131

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,411,131

Other Expenses $25

TOTAL EXPENSES $2,411,156

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,365,566	$2,417,287	0.0%
Expenses	$2,411,156	$2,414,145	0.0%
Net Income	$-45,590	$3,142	-15.5%

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

N/A

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
Theresa Mielke	Chair & Director	2.00	Officer Director	$0	$0	$0
Beth Forsythe	Sec/Treasurer & Director	0.30	Officer Director	$0	$0	$0
Ellen Bickal	Director	0.30	Director	$0	$0	$0
Jay Riffkin	Director	0.30	Director	$0	$0	$0
Bill Jonason	Director	0.30	Director	$0	$0	$0
Jenny Ede May-Dec 2023	Director	0.30	Director	$0	$0	$0
Layne Smith May-Dec 2023	Director	0.30	Director	$0	$0	$0
Katie Cownie May-Dec 2023	Director	0.30	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	$2,365,566	$2,411,156	$300,635	$-45,590
2022	$2,417,287	$2,414,145	$346,225	$3,142
2021	$2,732,440	$2,648,604	$343,800	$83,836
2020	$3,048,283	$3,204,327	$259,246	$-156,044
2019	$2,346,399	$2,201,671	$415,290	$144,728
2018	$2,469,180	$2,445,049	$270,562	$24,131

THE DORSEY & WHITNEY FOUNDATION