MTCONNECT INSTITUTE (EIN 264244438) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

REBECCA STAHL

Phone

7038932900

Tax Period

2020-01-01 to 2020-12-31

MTConnect Institute, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $221K in total revenue in fiscal year 2018. Revenue surged 333% from the prior year, signaling strong growth momentum. Expenses of $350K exceeded revenue, resulting in a 58% operating deficit.

Mission

TO DEVELOP, ENHANCE, AND PROMOTE OPEN TECHNICAL STANDARDS AND INTEROPERABILITY BETWEEN CONTROLS, DEVICES, AND SOFTWARE APPLICATIONS USED IN THE MANUFACTURING PROCESS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $28,400

Investment Income $0

Other Revenue $0

TOTAL REVENUE $28,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $257,434

TOTAL EXPENSES $257,434

Year-over-Year Comparison

	2020	2019	Change
Revenue	$28,400	$8,350	+2.4%
Expenses	$257,434	$281,118	-0.1%
Net Income	$-229,034	$-272,768	-0.2%

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

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

$974,390

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL JANKA	SECRETARY	1.00	Officer Director	$0	$0	$0
RONALD KARAISZ	EX-OFFICIO (THRU 03/2020)	1.00	Officer Director	$0	$0	$0
STEVEN R STOKEY	EX-OFFICIO	1.00	Officer Director	$0	$0	$0
CHRISTOPHER BAILEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DR JOHN CHEUNG	2ND VICE CHAIRMAN/TREASURER	1.00	Officer Director	$0	$0	$0
PAUL RICARD	1ST VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICHAEL CICCO	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY BUCK	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM EICHELE	DIRECTOR	1.00	Director	$0	$0	$0
GREG VOLOVIC	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS CLARK	DIRECTOR	1.00	Director	$0	$0	$0
JOHAN ISRAELSSON	DIRECTOR	1.00	Director	$0	$0	$0
BLAKE CONSDORFT	DIRECTOR	1.00	Director	$0	$0	$0
GLYNN FLETCHER	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS K WOODS	PRESIDENT	1.00	Officer	$0	$43,668	$616,607
REBECCA STAHL	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$38,061	$357,783

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
2020	$28,400	$257,434	No data	$-229,034
2019	$8,350	$281,118	$133,224	$-272,768
2018	$221,468	$350,295	$133,224	$-128,827

MTCONNECT INSTITUTE