MIDDLE TREE INC (EIN 473525937) - 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

2015

Legal Domicile

Principal Officer

JOSEPH ATMAN

Phone

6313792668

Tax Period

2024-07-01 to 2025-06-30

MIDDLE TREE INC, founded in 2015, is a community nonprofit in the Education sector that reported $5.2M in total revenue in fiscal year 2024. Expenses of $6.4M exceeded revenue, resulting in a 24% operating deficit.

Mission

Middle Tree is a non-profit learning and tutoring center that provides access to supplemental educational services.

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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 $217,955

Program Service Revenue $4,937,818

Investment Income $652

Other Revenue $2,940

TOTAL REVENUE $5,159,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,901,412

Fundraising Expenses $0

Program Expenses $4,180,600

Other Expenses $1,496,222

TOTAL EXPENSES $6,397,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,159,365	$5,404,437	0.0%
Expenses	$6,397,634	$5,169,320	+0.2%
Net Income	$-1,238,269	$235,117	-6.3%

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

380

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

$116,432

Total Directors

$116,432

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH ATMAN	CHAIRMAN	70	Officer Director	$116,432	$0	$116,432
PATRICIA DEEHRING	TREASURER	1	Officer Director	$0	$0	$0
JASON TAVAREZ	SECRETARY	7	Officer	$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	$5,159,365	$6,397,634	$692,514	$-1,238,269
2024	$5,476,278	$5,163,531	$2,267,072	$312,747
2024	$5,404,437	$5,169,320	$1,290,123	$235,117
2023	$2,961,631	$3,352,830	$1,194,868	$-391,199
2022	$3,785,407	$3,433,639	$1,562,167	$351,768
2020	$878,476	$530,206	$356,795	$348,270
2019	$297,469	$318,705	$10,244	$-21,236
2018	$284,266	$292,701	$28,929	$-8,435

MIDDLE TREE INC