MELIORA PARTNERS INC (EIN 205799855) - 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

2006

Legal Domicile

Principal Officer

MARGARET YORK

Phone

6417527830

Tax Period

2021-10-01 to 2022-09-30

MELIORA PARTNERS INC, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $297K in total revenue in fiscal year 2021. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $207K, a strong 70% operating margin.

Mission

CONSULTING, TRAINING AND TECHNICAL ASSISTANCE TO OTHER NON-PROFIT AGENCIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $296,658

Investment Income $233

Other Revenue $0

TOTAL REVENUE $296,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,013

Fundraising Expenses $0

Program Expenses $80,608

Other Expenses $37,019

TOTAL EXPENSES $90,032

Year-over-Year Comparison

	2021	2020	Change
Revenue	$296,891	$385,584	-0.2%
Expenses	$90,032	$335,927	-0.7%
Net Income	$206,859	$49,657	+3.2%

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

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

$24,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRYSTAL CLEMENS	PRESIDENT	1.00	Director	$0	$0	$0
SCOTT CALDWELL	MEMBER	1.00	Director	$0	$0	$0
KRISTY TIMM	MEMBER	1.00	Director	$0	$0	$0
MARGARET YORK	EXECUTIVE DIRECTOR	40.00	Officer	$24,000	$0	$24,000

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
2022	$296,891	$90,032	$412,792	$206,859
2021	$385,584	$335,927	$205,427	$49,657
2020	$421,223	$393,783	$158,641	$27,440
2019	$458,711	$406,576	$131,116	$52,135
2018	$383,201	$360,809	$83,208	$22,392

MELIORA PARTNERS INC