RICHARD AND LUELLA SCHWARZE MUELLER

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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

Jill Bastian

Phone

3148891010

Tax Period

2025-01-01 to 2025-12-31

RICHARD AND LUELLA SCHWARZE MUELLER, founded in 2016, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $29K in total revenue in fiscal year 2025. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $34K exceeded revenue, resulting in a 19% operating deficit.

Mission

The exempt purpose for this trust is to donate the income to the Zoar United Church of Christ and The Monroe County Fair Association Equally.

Program Service Accomplishments

Program 1

Expenses: $8,983

The exempt purpose for this trust is to donate the income to the Zoar United Church of Christ and The Monroe County Fair Association Equally.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $28,884

Other Revenue $0

TOTAL REVENUE $28,884

Expense Breakdown

Grants Paid $24,534

Salaries & Benefits $8,983

Fundraising Expenses $0

Program Expenses $8,983

Other Expenses $919

TOTAL EXPENSES $34,436

Year-over-Year Comparison

	2025	2024	Change
Revenue	$28,884	$23,020	+0.3%
Expenses	$34,436	$9,749	+2.5%
Net Income	$-5,552	$13,271	-1.4%

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
N/A	Trustee	2.0		$8,983	$0	$8,983

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	$28,884	$34,436	$662,277	$-5,552
2024	No data	No data	No data	No data
2023	$24,552	$29,825	$675,844	$-5,273
2022	$20,726	$24,551	$681,117	$-3,825
2021	$30,071	$22,425	$684,942	$7,646
2020	$20,200	$19,671	$677,296	$529
2019	$21,797	$24,570	$676,767	$-2,773
2018	$33,034	$29,140	$679,540	$3,894