MV CHARITABLE FUND (EIN 943030991) - 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

1986

Legal Domicile

Phone

5034722248

Tax Period

2024-07-01 to 2025-06-30

MV CHARITABLE FUND, founded in 1986, is a small nonprofit that reported $989K in total revenue in fiscal year 2024. Revenue surged 137% from the prior year, signaling strong growth momentum. The organization ran a surplus of $794K, a strong 80% operating margin.

Mission

Provide support to MV Advancements.

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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 $726,744

Program Service Revenue $0

Investment Income $262,211

Other Revenue $0

TOTAL REVENUE $988,955

Expense Breakdown

Grants Paid $164,165

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,165

Other Expenses $30,536

TOTAL EXPENSES $194,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$988,955	$416,479	+1.4%
Expenses	$194,701	$285,683	-0.3%
Net Income	$794,254	$130,796	+5.1%

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
JERE JACKSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANTHONY MEEKER	Vice President	2.00	Officer Director	$0	$0	$0
CHRIS BROWNE	Treasurer	2.00	Officer Director	$0	$0	$0
DAVE HAUGEBERG	Director	1.00	Director	$0	$0	$0
LUELLA FRITZ	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT LARSEN	DIRECTOR	1.00	Director	$0	$0	$0
ADAM GARVIN	Director	1.00	Director	$0	$0	$0
JORDAN BEANBLOSSOM	Director	1.00	Director	$0	$0	$0
LU ANN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
DEAN KLAUS	DIRECTOR	1.00	Director	$0	$0	$0
ROSE LORENZEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVE MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT LAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
RON NOBLE	Director	1.00	Director	$0	$0	$0
TOM NEAL	DIRECTOR	1.00	Director	$0	$0	$0
DIANA LETT	DIRECTOR	1.00	Director	$0	$0	$0
SUE HUWALDT	Director	1.00	Director	$0	$0	$0
JANET SASAKI	Director	1.00	Director	$0	$0	$0
CAROL MCLEOD	Director	1.00	Director	$0	$0	$0
PAM LUM	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	$988,955	$194,701	$8,803,978	$794,254
2024	$416,479	$285,683	$7,419,402	$130,796
2023	$1,568,033	$146,562	$6,790,208	$1,421,471
2022	$258,048	$352,550	$5,151,335	$-94,502
2021	$447,468	$9,125	$5,888,923	$438,343
2020	$189,473	$178,946	$4,305,820	$10,527
2019	$220,864	$109,813	$4,388,129	$111,051

MV CHARITABLE FUND