Miller-dwan Foundation and Subsidiaries

Nonprofit profile at a glance

EIN
237396466
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Duluth, MN, USA
Phone
2187862823
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Official website

Reported finances

Revenue
$3,892,739
Expenses
$3,399,075
Assets
$35,941,867
Liabilities
$1,195,152

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • TRACI MARCINIAK (PRESIDENT)

Highest reported compensation

  • TRACI MARCINIAK (PRESIDENT): $194,338 total reported compensation
  • RICHARD GERTSEMA (SENIOR MENTAL HEALTH ADVISOR): $142,371 total reported compensation
  • JOAN OSSWALD (DIRECTOR OF OPERATIONS): $113,205 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The miller-dwan foundation improves the health of the people of our region through the creation of impactful community solutions that overcome barriers. We support the future and the legacy of miller-dwan medical center, polinsky medical rehabiliation center, colvay hospice house, amberwing - center for youth & family well-being and other initiatives for our region's health. By coming together with others who share our vision and passion, we are able to make a difference in the lives of people every day.

What it reported doing in 2024

Problem management plus (pm+), hope x: the miller-dwan foundation initiated the implementation of problem management plus (pm+), a world health organization-developed, evidence-based mental health intervention. Pm+ is designed to be delivered by trained non-clinicians to individuals experiencing psychological distress, particularly in low-resource settings. In 2022-2023, the foundation funded the launch of pm+ in the region to increase access to early mental health support and reduce barriers to care. The program helps individuals manage stress, solve practical problems, and strengthen social support. Funding supported facilitator training, outreach, and initial delivery to community participants. Arcamind, a newly formed llc of the miller-dwan foundation, is the foundation's training entity providing pm+, psychological first aid and dialectical behavior skills building (dbt). In 2026, arcamind will launch ease, a program similar to pm+, but designed specifically for children and adolescents. The long-term goal is to promote system transformation by changing the way mental health care is provided in the united states. In 2024, 23 pm+ helpers were trained with 13 community organizations participating.

Operating model

Revenue model
Donor-supported. 82% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 59% for direct work, and 41% for grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing does not identify recipients for some grant dollars and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 74
  • Accountability: 96
  • Sustainability: 70
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 99.2%; rating input score 99
  • Program expense ratio: 89.3%; rating input score 89
  • Fundraising efficiency: $21.91 raised per $1 spent on fundraising; rating input score 62; 62nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 89.5%; rating input score 89; 3rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 56.3%; rating input score 56; 16th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 93.3%; rating input score 93; 24th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 12.7%; rating input score 67; 67th percentile among comparable filings
  • Total-asset coverage ratio: 10.57; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 75; 75th percentile among comparable filings
  • Officer compensation ratio: 13.2%; rating input score 22; 22nd percentile among comparable filings

Growth

  • Program expense growth: 7.3% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: 4.7% per year; rating input score 100; 39th percentile among comparable filings
  • Asset growth: 2% per year; rating input score 100; 20th percentile among comparable filings

Details

  • Where the money goes: 99.2% of revenue deployed · 89.3% of spending went to programs
  • Governance: 14 of 15 board members independent · 8 of 8 filing controls reported
  • Programs: 7 filed program accomplishments · $3M in reported program spending
  • Leadership: top reported pay $194K · 17 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $913K reported
  • Consistency: 32 of 34 current checks pass · 2 findings to review
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: 10 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Transparency & Controls: Grant itemization coverage scored 56/100.
  • High — Sustainability: Officer compensation ratio scored 22/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.