PINE HOLLOW 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

2014

Legal Domicile

Principal Officer

LESLIE LEE

Phone

2316325240

Tax Period

2018-01-01 to 2018-12-31

PINE HOLLOW INSTITUTE, founded in 2014, is a small nonprofit in the Science & Technology sector that reported $125K in total revenue in fiscal year 2018. The organization ran a surplus of $98K, a strong 78% operating margin.

Mission

PINE HOLLOW INSTITUTE STRIVES FOR HEALING PEOPLE AND MOTHER EARTH BY PROVIDING A PEACEFUL, BEAUTIFUL ESTATE ON THE SHORE OF LAKE MICHIGAN FOR SOLVING PROBLEMS THROUGH CREATIVITY, INSPIRATION AND COMPASSION.

Program Service Accomplishments

Program 1

Expenses: $25,000

PROVIDED A GRANT TO THE PACIFIC INSTITUTE FOR THEIR CIRCLE OF BLUE OPERATIONS WHICH FOCUSES ON UNITING CLASSIC JOURNALISM AND DATA LITERACY, BY INFORMING GLOBAL AUDIENCES ABOUT THE GROWING...

PROVIDED A GRANT TO THE PACIFIC INSTITUTE FOR THEIR CIRCLE OF BLUE OPERATIONS WHICH FOCUSES ON UNITING CLASSIC JOURNALISM AND DATA LITERACY, BY INFORMING GLOBAL AUDIENCES ABOUT THE GROWING COMPETITION BETWEEN WATER, FOOD, AND ENERGY IN A CHANGING CLIMATE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $125,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $125,000

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,000

Other Expenses $1,934

TOTAL EXPENSES $26,934

Year-over-Year Comparison

	2018	2017	Change
Revenue	$125,000	$122,800	+0.0%
Expenses	$26,934	$1,979	+12.6%
Net Income	$98,066	$120,821	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE LEE	BOARD CHAIRPERSON	2.00	Officer Director	$0	$0	$0
FRANK ETTAWAGESHIK	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW SHOTWELL	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
ALBERTA BUTKA CPA	BOARD TREASURER	2.00	Officer 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
2018	$125,000	$26,934	$326,679	$98,066