Trillium Institute (EIN 471295260) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

Troy Vugteveen

Phone

6162355015

Tax Period

2025-01-01 to 2025-12-31

Trillium Institute, founded in 2014, is a small nonprofit in the Human Services sector that reported $504K in total revenue in fiscal year 2025. The organization ran a surplus of $206K, a strong 41% operating margin.

Mission

To advance the art and science of navigating how to live well, die well and grieve well.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $500,000

Program Service Revenue $0

Investment Income $0

Other Revenue $3,601

TOTAL REVENUE $503,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $236,171

Other Expenses $297,188

TOTAL EXPENSES $297,188

Year-over-Year Comparison

	2025	2024	Change
Revenue	$503,601	$500,150	+0.0%
Expenses	$297,188	$538,549	-0.4%
Net Income	$206,413	$-38,399	-6.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$1,095,504

Total Directors

$494,077

Key Employees

$167,652

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Troy Vugteveen	President/CEO, Director	Officer Director	$0	$0	$494,077
David Tiesenga	Chief Strategy Officer	Officer	$0	$31,180	$308,452
Adam Kinder	Chief Financial Officer	Officer	$0	$0	$292,975
John Mulder	Chief Medical Consultant	Key Emp	$0	$0	$167,652
Jean Nagelkirk	Director	Director	$0	$0	$0
Mary Ursul	Director	Director	$0	$0	$0
Nelson Sanchez	Chair, Director	Officer Director	$0	$0	$0
Gary Malburg	Treasurer, Director	Officer Director	$0	$0	$0
Sam Watson	Director	Director	$0	$0	$0
Nick Thole	Director	Director	$0	$0	$0
David Knibbe	Director	Director	$0	$0	$0
Susan Vogel-Vanderson	Director	Director	$0	$0	$0
Mark Johnson	Vice Chair, Secretary, Director	Officer Director	$0	$0	$0
Carlos Hidalgo	Director	Director	$0	$0	$0
Gil Segovia	Director	Director	$0	$0	$0
David Smith	Director	Director	$0	$0	$0
Scott DeMaagd	Director	Director	$0	$0	$0
Marie VanderKooi	Director	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	$503,601	$297,188	$359,064	$206,413
2024	$500,150	$538,549	$673,851	$-38,399
2023	$506,166	$618,184	$293,181	$-112,018
2022	$567,261	$605,041	$904,765	$-37,780
2021	$133,797	$675,500	$429,793	$-541,703
2020	$151,446	$629,692	$920,276	$-478,246
2019	$625,742	$528,072	$1,381,698	$97,670

Trillium Institute