Slow Money Institute Inc (EIN 471118354) - 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

2016

Legal Domicile

Principal Officer

Edward Tasch

Phone

5083252882

Tax Period

2024-01-01 to 2024-12-31

Slow Money Institute Inc, founded in 2016, is a small nonprofit in the Religion sector that reported $154K in total revenue in fiscal year 2024. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $217K exceeded revenue, resulting in a 41% operating deficit.

Mission

Slow Money Institute Inc is dedicated to catalyzing the flow of capital to local food systems, connecting investors to the places where they live and promoting new principles of fiduciary responsibility that "bring money back down to Earth".

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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 (2024)

Revenue Breakdown

Contributions & Grants $151,174

Program Service Revenue $0

Investment Income $868

Other Revenue $2,144

TOTAL REVENUE $154,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,226

Fundraising Expenses $30,097

Program Expenses $153,079

Other Expenses $166,893

TOTAL EXPENSES $217,119

Year-over-Year Comparison

	2024	2023	Change
Revenue	$154,186	$541,729	-0.7%
Expenses	$217,119	$186,068	+0.2%
Net Income	$-62,933	$355,661	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Edward Tasch	Chairman	40.00	Officer Director	$0	$0	$0
Tana Schultz	Director	10.00	Director	$0	$0	$0
Amy Dickie	Director	1.00	Director	$0	$0	$0
Brian Coppom	Director	2.00	Director	$0	$0	$0
Soraya Smith	Director	1.00	Director	$0	$0	$0
Tara Burkley	Director	2.00	Director	$0	$0	$0
Daniella Ibarra-Howell	Director	1.00	Director	$0	$0	$0
Walt Pounds	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	$154,186	$217,119	$276,745	$-62,933
2023	$541,729	$186,068	$948,569	$355,661
2022	$309,991	$296,363	$745,940	$13,628
2021	$259,681	$259,305	$813,672	$376
2020	$223,443	$309,849	$823,922	$-86,406
2019	$471,955	$317,278	$909,735	$154,677
2018	$513,899	$734,029	$759,814	$-220,130

Slow Money Institute Inc