NORTHWESTERN SETTLEMENT FOUNDATION (EIN 814802022) - 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

2016

Legal Domicile

Principal Officer

KURT MUELLER

Phone

7732787471

Tax Period

2022-07-01 to 2023-06-30

NORTHWESTERN SETTLEMENT FOUNDATION, founded in 2016, is a small nonprofit that reported $381K in total revenue in fiscal year 2017.

Mission

NORTHWESTERN SETTLEMENT FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $290,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $290,000

Expense Breakdown

Grants Paid $201,019

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $653,212

Other Expenses $460,801

TOTAL EXPENSES $661,820

Year-over-Year Comparison

	2022	2021	Change
Revenue	$290,000	$250,000	+0.2%
Expenses	$661,820	$624,760	+0.1%
Net Income	$-371,820	$-374,760	0.0%

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
KURT MUELLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM WELNHOFER	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT BEST	SECRETARY	1.00	Officer Director	$0	$0	$0
GRAHAM GRADY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MONTGOMERY	DIRECTOR	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$290,000	$661,820	$10,960,922	$-371,820
2022	$250,000	$624,760	$11,297,693	$-374,760
2021	$210,000	$587,295	$11,633,182	$-377,295
2020	$170,000	$545,600	$11,975,430	$-375,600
2019	$130,000	$459,263	$12,315,438	$-329,263
2018	$380,607	$410,725	$12,646,129	$-30,118

NORTHWESTERN SETTLEMENT FOUNDATION