MITCHELL AREA CHARITABLE FOUNDATION

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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

1985

Legal Domicile

Principal Officer

JACLYN PLAMP

Tax Period

2023-01-01 to 2023-12-31

MITCHELL AREA CHARITABLE FOUNDATION, founded in 1985, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $207K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $95K, a strong 46% operating margin.

Mission

ASSISTING RELIGIOUS, CULTURAL AND PUBLIC CHARITABLE OR EDUCATIONAL INSTITUTIONS WITHIN THE CITY OF MITHCELL AND ITS SURROUNDING AREAS.

Program Service Accomplishments

Program 1

Expenses: $90,439

GRANTS AWARDED TO RELIGIOUS, CULTURAL, AND PUBLIC CHARITABLE OR EDUCATIONAL INSTITUTIONS WITHIN THE CITY OF MITHCELL AND SURROUNDING AREAS TO PROVIDE SCHOLARSHIPS FOR YOUNG MEN OR WOMEN TO OBTAIN AN EDUCATION, TO CARE FOR THE SICK, AGED, HELPLESS, NEEDY AND INCOMPETENT MEN, WOMEN AND CHILDREN, FOR THE IMPROVEMENT LIVING AND WORKING CONDITIONS; PROVIDING, IMPROVING AND MAINTAINING FACILITIES OF PUBLIC RECREATION; PROMOTION OF CULTURAL ENRICHMENT; PUBLIC ENLIGHTENMENT AND EDUCATION IN MATTERS IMPORTANT TO THE ARTS.

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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 $18,716

Program Service Revenue $0

Investment Income $187,730

Other Revenue $799

TOTAL REVENUE $207,245

Expense Breakdown

Grants Paid $90,439

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,439

Other Expenses $21,898

TOTAL EXPENSES $112,337

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,245	$131,921	+0.6%
Expenses	$112,337	$166,923	-0.3%
Net Income	$94,908	$-35,002	-3.7%

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
NICK BAKHTIARI	DIRECTOR	1.00	Director	$0	$0	$0
KELLI ENGELLAND	DIRECTOR	1.00	Director	$0	$0	$0
DENNY EVERSON	DIRECTOR	1.00	Director	$0	$0	$0
TIM GRIVINA	DIRECTOR	1.00	Director	$0	$0	$0
DAVE OLSON	DIRECTOR	1.00	Director	$0	$0	$0
BECKY ROTH	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN TJARKS	DIRECTOR	1.00	Director	$0	$0	$0
BRAD ZOMER	DIRECTOR	1.00	Director	$0	$0	$0
JACLYN PLAMP	VICE PRESIDE	1.00	Officer	$0	$0	$0
JASON SPICER	TREASURER	1.00	Officer	$0	$0	$0
TRESSA WEDE	PRESIDENT	1.00	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	$207,245	$112,337	$3,031,567	$94,908
2022	$131,921	$166,923	$2,757,619	$-35,002
2021	$268,235	$128,680	$3,336,141	$139,555
2020	$149,067	$98,474	$3,077,348	$50,593
2019	$100,896	$108,024	$2,803,697	$-7,128
2018	$126,293	$131,998	$2,491,752	$-5,705