RICHARD AND LUELLA SCHWARZE MUELLER

EIN: 816221539 501(c)(3) Philanthropy & Grantmaking

SWANSEA, IL

Total Revenue
$28,884
Total Expenses
$34,436
Total Assets
$662,277
Net Assets
$662,277
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
IL
Principal Officer
Jill Bastian
Phone
3148891010
Tax Period
2025-01-01 to 2025-12-31

R & L MUELLER MEMORIAL ENDOWMENT TRUST is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $33K in total revenue in fiscal year 2018. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $29K left a modest 12% surplus.

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
→Top 100 Nonprofits in Missouri →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare RICHARD AND LUELLA SCHWARZE MUELLER with other nonprofits in Missouri and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.