MITCH DANIELS LEADERSHIP FOUNDATIO… - Form 990 Financial Data

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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

2012

Legal Domicile

Principal Officer

RON STIVER

Phone

2602731855

Tax Period

2024-01-01 to 2024-12-31

MITCH DANIELS LEADERSHIP FOUNDATION INC, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $577K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. Expenses of $553K left a modest 4% surplus.

Mission

THE TWO-YEAR MDLF FELLOWSHIP INCLUDES MONTHLY CONVENINGS AND RIGOROUS COURSEWORK ON ISSUES INCLUDING THE ECONOMY, EDUCATION, HEALTHCARE, AND CIVIL SOCIETY WHILE PROVIDING OPPORTUNITIES TO LEARN FROM A VARIETY OF EXPERTS THROUGH LECTURES, EXCLUSIVE CASE STUDIES, (CONT'D ON SCH O) AND SOCRATIC-STYLE DISCUSSIONS. FELLOWS IDENTIFY ISSUES, APPLY CRITICAL THINKING, AND ADDRESS CHALLENGES IN THEIR OWN COMMUNITIES THROUGH INDIVIDUAL CAPSTONE PROJECTS.

Program Service Accomplishments

Program 1

Expenses: $331,254

OPERATE A HIGH-QUALITY, STATEWIDE FELLOWSHIP PROGRAM THAT EQUIPS FELLOWS TO UNDERSTAND THE KEY ECONOMIC AND SOCIAL DRIVERS OF OUR STATE AND HOW FELLOWS CAN ENGAGE IN MAKING POSITIVE CHANGE IN THEIR COMMUNITIES. THE FOUR DRIVERS ON WHICH THE FELLOWSHIP FOCUSES ARE: THE ECONOMY; EDUCATION; HEALTH; CIVIC ENGAGEMENT. HELP CURRENT AND FORMER FELLOWS CONNECT WITH THE RESOURCES AND PEOPLE NECESSARY TO PUT THEIR IDEAS FOR CHANGE INTO ACTION. CREATE A SPACE WHERE THE PRINCIPLES OF INDIVIDUAL LIBERTY, PERSONAL RESPONSIBILITY AND THE IMPORTANCE OF PRIVATE ENTERPRISE LIVE ON THROUGH THE ACTIVITIES AND INFLUENCE OF THE MDLF ORGANIZATION.

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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 $536,158

Program Service Revenue $0

Investment Income $87,109

Other Revenue $-45,896

TOTAL REVENUE $577,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $393,724

Fundraising Expenses $115,777

Program Expenses $331,254

Other Expenses $132,200

TOTAL EXPENSES $552,924

Year-over-Year Comparison

	2024	2023	Change
Revenue	$577,371	$322,446	+0.8%
Expenses	$552,924	$686,686	-0.2%
Net Income	$24,447	$-364,240	-1.1%

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

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

$173,979

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAUREN JAMES	EXECUTIVE DIRECTOR	40.00	Officer	$160,208	$13,771	$173,979
RON STIVER	CHAIR	1.00	Officer Director	$0	$0	$0
STEVE SCHULTZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MATT WHITESIDE	TREASURER & SECRETARY	1.00	Officer Director	$0	$0	$0
MAUREEN WEBER	EXEC COMM CHAIR	1.00	Officer Director	$0	$0	$0
GREG STOWERS JR	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDI HESLIN-SMILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN LEDO	BOARD MEMBER	1.00	Director	$0	$0	$0
MEREDITH GRADLE	BOARD MEMBER	1.00	Director	$0	$0	$0
AMAN BRAR	BOARD MEMBER	1.00	Director	$0	$0	$0
DANNY LOPEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
BLAIR MILO	BOARD MEMBER	1.00	Director	$0	$0	$0
LAWREN MILLS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS RUHL	BOARD MEMBER	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
2024	$577,371	$552,924	$1,310,148	$24,447
2023	$322,446	$686,686	$1,207,530	$-364,240
2022	$748,679	$571,488	$1,516,979	$177,191
2021	$267,224	$352,232	$29,089	$-85,008
2020	$41,666	$145,613	$35,097	$-103,947
2019	$5,324	$143,998	$59,044	$-138,674
2018	$263,673	$174,307	$197,718	$89,366

MITCH DANIELS LEADERSHIP FOUNDATION INC