THE MU CHAPTER FOUNDATION (EIN 465667853) - 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

2014

Principal Officer

BOB STRECKER

Phone

2067781826

Tax Period

2024-01-01 to 2024-12-31

THE MU CHAPTER FOUNDATION, founded in 2014, is a micro nonprofit in the Education sector that reported $67K in total revenue in fiscal year 2024. Revenue surged 181% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 55% operating margin.

Mission

THE MU CHAPTER FOUNDATION'S PURPOSE IS TO SUPPORT THE ACADEMIC PURSUITS OF UNDERGRADUATE MEMBERS

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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 $45,800

Program Service Revenue $0

Investment Income $20,747

Other Revenue $0

TOTAL REVENUE $66,547

Expense Breakdown

Grants Paid $26,770

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,770

Other Expenses $3,100

TOTAL EXPENSES $29,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,547	$23,698	+1.8%
Expenses	$29,870	$19,402	+0.5%
Net Income	$36,677	$4,296	+7.5%

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

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
BOB STRECKER	PRESIDENT	1.00	Officer Director	$0	$0	$0
KRIS AXELL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BLAKE HOEFER	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT KUHN	TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN REID	TRUSTEE	0.10	Director	$0	$0	$0
KEVIN D'OLIVO	TRUSTEE	0.10	Director	$0	$0	$0
RICHARD WEYRICH	TRUSTEE	0.10	Director	$0	$0	$0
ZACH PARSONS	TRUSTEE	0.10	Director	$0	$0	$0
MARK STILL	TRUSTEE	1.00	Director	$0	$0	$0
JEFF ROE	TRUSTEE	0.10	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	$66,547	$29,870	$680,539	$36,677
2023	$23,698	$19,402	$569,031	$4,296
2022	$27,131	$105,274	$497,516	$-78,143
2021	$154,914	$182,354	$676,145	$-27,440
2020	$55,775	$317,822	$684,478	$-262,047
2019	$98,268	$34,873	$926,923	$63,395
2018	$149,566	$23,110	$827,313	$126,456

THE MU CHAPTER FOUNDATION