NANTUCKET MARIA MITCHELL ASSOCIATION INC (EIN 042129139) - 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

1903

Legal Domicile

Principal Officer

CURT BURWELL

Phone

5082289198

Tax Period

2023-01-01 to 2023-12-31

NANTUCKET MARIA MITCHELL ASSOCIATION INC, founded in 1903, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.3M exceeded revenue, resulting in a 14% operating deficit.

Mission

THE NANTUCKET MARIA MITCHELL ASSOCIATION WAS FORMED FOR THE PURPOSE OF RESEARCH AND EDUCATION IN ASTRONOMY AND THE NATURAL SCIENCES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,382,117

Program Service Revenue $452,536

Investment Income $74,291

Other Revenue $-23,929

TOTAL REVENUE $2,885,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,632,363

Fundraising Expenses $694,202

Program Expenses $1,834,043

Other Expenses $1,487,941

TOTAL EXPENSES $3,288,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,885,015	$2,600,946	+0.1%
Expenses	$3,288,222	$2,582,338	+0.3%
Net Income	$-403,207	$18,608	-22.7%

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

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

$326,766

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA WARD	PRESIDENT	2.00	Officer Director	$0	$0	$0
HELENE WELD	FIRST V.P.	2.00	Officer Director	$0	$0	$0
JOHN WISE	SECOND V.P.	2.00	Officer Director	$0	$0	$0
CURT BURWELL	TREASURER	2.00	Officer Director	$0	$0	$0
KAREN KETTERER	ASST. TREASURER	2.00	Officer Director	$0	$0	$0
JOSEPH E SANTUCCI	CLERK	2.00	Officer Director	$0	$0	$0
RICHARD BARD	DIRECTOR	2.00	Director	$0	$0	$0
MARGARET FALK	DIRECTOR	2.00	Director	$0	$0	$0
TANYA FORMAN	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH GEORGANTAS	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER GRIFFITHS	DIRECTOR	2.00	Director	$0	$0	$0
CAROLYN HOLT	DIRECTOR	2.00	Director	$0	$0	$0
TONI MCKERROW	DIRECTOR	2.00	Director	$0	$0	$0
MOLLY PAIEMENT	DIRECTOR	2.00	Director	$0	$0	$0
MARY ARCHIBALD POOR	DIRECTOR	2.00	Director	$0	$0	$0
JUSTIN SHAEFFER	DIRECTOR	2.00	Director	$0	$0	$0
BIRAN SULLIVAN	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD WOLFE	DIRECTOR	2.00	Director	$0	$0	$0
JUDY MACLEOD	DIRECTOR	2.00	Director	$0	$0	$0
JOANNA ROCHE	EXECUTIVE DIRECTOR	40.00	Officer	$201,530	$18,672	$220,202
KATHARINE ROBINSON GRIEDER	FINANCE DIRECTOR	40.00	Officer	$92,441	$14,123	$106,564
JASCIN LEONARDO FINGER	DEPUTY DIRECTOR	40.00	Highest	$102,524	$3,398	$105,922
REGINA JORGENSON	ASTRONOMY DIRECTOR	40.00	Highest	$129,909	$14,887	$144,796
JONELLE GURLEY	DIR. OF SCIENCE	40.00	Highest	$102,982	$16,620	$119,602

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
2024	No data	No data	No data	No data
2023	$2,885,015	$3,288,222	$12,568,382	$-403,207
2022	$2,600,946	$2,582,338	$12,219,344	$18,608
2021	$1,816,824	$2,087,285	$11,737,148	$-270,461
2020	$1,574,129	$1,531,183	$11,117,263	$42,946
2019	$1,210,895	$1,912,201	$10,784,482	$-701,306
2018	$1,483,291	$1,904,769	$11,240,929	$-421,478

NANTUCKET MARIA MITCHELL ASSOCIATION INC