EFFRESS-MILLER FAMILY FOUNDATION (EIN 411781993) - 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

Principal Officer

JANE EFFRESS

Phone

8584594084

Tax Period

2023-01-01 to 2023-12-31

EFFRESS-MILLER FAMILY FOUNDATION, founded in 1994, is a micro nonprofit that reported $17K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $34K exceeded revenue, resulting in a 97% operating deficit.

Mission

A GRANT MAKING ORGANIZATION DEDICATED TO THE OBJECTIVES AND PROGRAMS PROMOTED BY THE MINNEAPOLIS FEDERATION FOR JEWISH SERVICES.

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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 $859

Program Service Revenue $0

Investment Income $16,359

Other Revenue $0

TOTAL REVENUE $17,218

Expense Breakdown

Grants Paid $28,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,000

Other Expenses $5,869

TOTAL EXPENSES $33,869

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,218	$24,556	-0.3%
Expenses	$33,869	$52,835	-0.4%
Net Income	$-16,651	$-28,279	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JANE L EFFRESS	CHAIRMAN	Officer	$0	$0	$0
RICHARD EFFRESS	PRESIDENT/CEO	Officer	$0	$0	$0
STUART NOLAN	TREASURER/CEO	Officer	$0	$0	$0
RONALD ZAMANSKY	SECRETARY	Officer	$0	$0	$0
THOMAS HOFFMAN	BENEF. DIRECTOR	Officer	$0	$0	$0
DEAN GREENBERG	BENEF. DIRECTOR	Officer	$0	$0	$0
JULIE A MILLER	DONOR DIRECTOR	Officer	$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	$17,218	$33,869	$536,423	$-16,651
2022	$24,556	$52,835	$562,462	$-28,279
2021	$50,518	$44,648	$590,741	$5,870
2020	$1,130	$49,649	$584,871	$-48,519
2019	$30,197	$42,951	$633,390	$-12,754
2018	$32,967	$45,276	$646,144	$-12,309

EFFRESS-MILLER FAMILY FOUNDATION