The Mustique Charitable Foundation

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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

2008

Legal Domicile

Principal Officer

Annie Lukowski

Phone

3233097799

Tax Period

2025-01-01 to 2025-12-31

The Mustique Charitable Foundation, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $690K in total revenue in fiscal year 2025. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $172K, a strong 25% operating margin.

Mission

The Mustique Charitable Foundation's mission is to help those who are in need in St. Vincent and the Grenadines.

Program Service Accomplishments

Program 1

Expenses: $436,923

Grants to organizations to help those who are in need in St. Vincent and the Grenadines.

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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 (2025)

Revenue Breakdown

Contributions & Grants $655,513

Program Service Revenue $0

Investment Income $34,232

Other Revenue $0

TOTAL REVENUE $689,745

Expense Breakdown

Grants Paid $436,923

Salaries & Benefits $0

Fundraising Expenses $72,867

Program Expenses $436,923

Other Expenses $81,199

TOTAL EXPENSES $518,122

Year-over-Year Comparison

	2025	2024	Change
Revenue	$689,745	$1,017,629	-0.3%
Expenses	$518,122	$458,119	+0.1%
Net Income	$171,623	$559,510	-0.7%

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

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
Andrew Rodger	Secretary	1.00	Officer Director	$0	$0	$0
Stephen Joachim	Treasurer	1.00	Officer Director	$0	$0	$0
Roger Pritchard	Trustee	1.00	Director	$0	$0	$0
Annie Lukowski	Chair&President	5.00	Officer Director	$0	$0	$0
Melissa Fleming	Trustee	1.00	Director	$0	$0	$0
Ally Hilfiger	Trustee	1.00	Director	$0	$0	$0
Elsa Toomey	Trustee	1.00	Director	$0	$0	$0
Brian Alexander	Trustee	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	$689,745	$518,122	$1,845,237	$171,623
2024	$1,017,629	$458,119	$1,673,614	$559,510
2023	$488,256	$857,461	$1,114,104	$-369,205
2022	$397,380	$255,786	$1,483,309	$141,594
2021	$1,264,692	$771,520	$1,357,189	$493,172
2020	$425,028	$153,821	$848,668	$271,207
2019	$356,579	$370,310	$577,411	$-13,731
2018	$425,562	$270,065	$591,067	$155,497