DWB MEMORIAL FOUNDATION (EIN 471215259) - 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

Legal Domicile

Principal Officer

STEVEN YOUNGSTEDT

Phone

9522298442

Tax Period

2023-05-01 to 2024-04-30

DWB MEMORIAL FOUNDATION, founded in 2014, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $1K in total revenue in fiscal year 2023. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $16K exceeded revenue, resulting in a 1429% operating deficit.

Mission

MAKING SIGNIFICANT FINANCIAL DONATIONS TO MINNESOTA ORGANIZATIONS OR FAMILIES IN NEED.

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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 $1,025

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,025

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,431

Other Expenses $5,671

TOTAL EXPENSES $15,671

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,025	$200,207	-1.0%
Expenses	$15,671	$359,668	-1.0%
Net Income	$-14,646	$-159,461	-0.9%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE DAVIS	SECRETARY	1.00	Officer	$0	$0	$0
TIM JENZER	VICE PRESIDE	1.00	Officer	$0	$0	$0
J LINDSAY	VICE PRESIDE	1.00	Officer	$0	$0	$0
JENNY MATTIACCI	TREASURER	1.00	Officer	$0	$0	$0
CRAIG NORBY	VICE PRESIDE	1.00	Officer	$0	$0	$0
STEVEN YOUNGSTEDT	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
2025	No data	No data	No data	No data
2024	$1,025	$15,671	$9,763	$-14,646
2023	$200,207	$359,668	$24,409	$-159,461
2022	$192,564	$22,914	$183,870	$169,650
2021	$1,574	$5,357	$14,220	$-3,783
2020	$215,921	$293,746	$18,003	$-77,825

DWB MEMORIAL FOUNDATION