THE MOVING AND STORAGE INSTITUTE

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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

2000

Legal Domicile

Principal Officer

STEVE MCKENNA

Phone

7038381959

Tax Period

2023-01-01 to 2023-12-31

THE MOVING AND STORAGE INSTITUTE, founded in 2000, is a small nonprofit in the Education sector that reported $257K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $174K, a strong 68% operating margin.

Mission

TO FOSTER EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS IN THE MOVING AND STORAGE INDUSTRY, FACILITATE THE DEVELOPMENT OF INDUSTRY EDUCATION AND CERTIFICATION PROGRAMS, AND TO CULTIVATE A BROADER UNDERSTANDING AND APPRECIATION OF THE TRANSPORTATION OF HOUSEHOLD GOODS, MOVING, AND WAREHOUSING.

Program Service Accomplishments

Program 1

Expenses: $44,950

SCHOLARSHIPS: THE INSTITUTE FOSTERS EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS IN THE MOVING AND STORAGE INDUSTRY TO INCREASE THEIR KNOWLEDGE OF PRACTICES AND METHODS IN THE INDUSTRY AND TO INCREASE...

Program 2

Expenses: $17,500

INDUSTRY EDUCATION AND CERTIFICATION: THE INSTITUTE HAS SUPPORTED FINANCIAL MANAGEMENT EDUCATION PROGRAMS AND REGIONAL PROFESSIONAL TRAINING EVENTS, AMONG OTHER PROGRAMS, TO DELIVER A RANGE OF...

INDUSTRY EDUCATION AND CERTIFICATION: THE INSTITUTE HAS SUPPORTED FINANCIAL MANAGEMENT EDUCATION PROGRAMS AND REGIONAL PROFESSIONAL TRAINING EVENTS, AMONG OTHER PROGRAMS, TO DELIVER A RANGE OF INDUSTRY-SPECIFIC TRAINING TO INDIVIDUAL MOVERS AND COMPANIES IN COORDINATION WITH THE AMERICAN MOVING AND STORAGE ASSOCIATION, THE INSTITUTE'S PARENT ORGANIZATION.

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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 $200,591

Program Service Revenue $0

Investment Income $58,450

Other Revenue $-2,327

TOTAL REVENUE $256,714

Expense Breakdown

Grants Paid $39,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,450

Other Expenses $43,585

TOTAL EXPENSES $82,585

Year-over-Year Comparison

	2023	2022	Change
Revenue	$256,714	$220,115	+0.2%
Expenses	$82,585	$93,313	-0.1%
Net Income	$174,129	$126,802	+0.4%

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
STEVE MCKENNA	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARK DOYLE	TREASURER	1.00	Officer Director	$0	$0	$0
JACK DONOVAN	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES DUCAS	DIRECTOR	1.00	Director	$0	$0	$0
GRISELDA GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
JACK GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HIGDON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MARX	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA MCLAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN D MORRISSETTE	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER PARAINO	DIRECTOR	1.00	Director	$0	$0	$0
JASON POTTS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SABADA	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN SCHAEFFER	DIRECTOR	1.00	Director	$0	$0	$0
AJ SCHNEIDER	DIRECTOR	1.00	Director	$0	$0	$0
PAM STANLEY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE WEITEKAMP	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$256,714	$82,585	$1,218,728	$174,129
2022	$220,115	$93,313	$922,608	$126,802
2021	$11,270	$64,936	$1,018,203	$-53,666
2020	$12,682	$43,479	$933,187	$-30,797
2019	$174,356	$73,210	$837,562	$101,146
2018	$84,292	$65,494	$636,318	$18,798