THE MONT PELERIN SOCIETY (EIN 475340733) - 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

BENJAMIN POWELL

Phone

8067427138

Tax Period

2024-04-01 to 2025-03-31

THE MONT PELERIN SOCIETY, founded in 2016, is a small nonprofit in the Education sector that reported $319K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Net assets of $1.9M represent 72 months of operating reserves.

Mission

TO FACILITATE THE DISCUSSION OF VIEWS TO PERPETUATE FREEDOMS.

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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 $158,700

Program Service Revenue $67,900

Investment Income $91,964

Other Revenue $0

TOTAL REVENUE $318,564

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $319,660

TOTAL EXPENSES $319,660

Year-over-Year Comparison

	2024	2023	Change
Revenue	$318,564	$420,111	-0.2%
Expenses	$319,660	$133,280	+1.4%
Net Income	$-1,096	$286,831	-1.0%

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

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
ERIC CRAMPTON	DIRECTOR	0.50	Director	$0	$0	$0
DOUGLAS DEN UYL	DIRECTOR	0.50	Director	$0	$0	$0
JAVIER FERNANDEZ-LASQUETTY	DIRECTOR	0.50	Director	$0	$0	$0
PIERRE GARELLO	DIRECTOR	0.50	Director	$0	$0	$0
ROBERTA HERZBERG	DIRECTOR	0.50	Director	$0	$0	$0
MARTIN KRAUSE	DIRECTOR	0.50	Director	$0	$0	$0
BERTHA PANTOJA	DIRECTOR	0.50	Director	$0	$0	$0
PARTH SHAH	DIRECTOR	0.50	Director	$0	$0	$0
DEIRDRE MCCLOSKEY	PRESIDENT	0.50	Officer	$0	$0	$0
RANDALL HOLCOMBE	VICE-PRESIDENT	0.50	Officer	$0	$0	$0
ALBERTO MINGARDI	SECRETARY	4.00	Officer	$0	$0	$0
BENJAMIN POWELL	TREASURER	4.00	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	$318,564	$319,660	$1,911,323	$-1,096
2024	$420,111	$133,280	$1,912,419	$286,831
2023	$83,853	$254,607	$1,625,588	$-170,754
2022	$139,630	$78,792	$1,796,342	$60,838
2021	$424,812	$117,243	$1,735,503	$307,569

THE MONT PELERIN SOCIETY