THE MONT PELERIN SOCIETY

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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

2025-04-01 to 2026-03-31

THE MONT PELERIN SOCIETY, founded in 2016, is a small nonprofit in the Education sector that reported $390K in total revenue in fiscal year 2025. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $175K, a strong 45% operating margin.

Mission

TO FACILITATE THE DISCUSSION OF VIEWS TO PERPETUATE FREEDOMS.

Program Service Accomplishments

Program 1

Expenses: $69,584

MEETINGS - THE SOCIETY HOLDS REGULAR MEETINGS. SCHOLARS AND PROFESSORS ARE BROUGHT IN TO LECTURE, DISCUSS, AND EXCHANGE IDEAS IN REGARD TO STRENGTHENING PRINCIPLES AND PRACTICES OF A FREE SOCIETY.

Program 2

FELLOWS - TO FACILITATE AN EXCHANGE OF IDEAS BETWEEN LIKE-MINDED SCHOLARS. SCHOLARS AND PROFESSORS ARE INVITED TO THE SOCIETY'S ANNUAL MEETINGS TO LISTEN TO SPEAKERS AND PRESENTATIONS.

Program 3

Expenses: $92,322

SERGE WEISAGER PROGRAM - TO IDENTIFY AND SELECT YOUNG FRENCH-SPEAKING PERSONS SEEKING FUTURE CAREERS AS JOURNALISTS IN VARIOUS FORMS OF MEDIA, AND TO RECEIVE FELLOWSHIPS TO PARTICIPATE IN THE MONT...

SERGE WEISAGER PROGRAM - TO IDENTIFY AND SELECT YOUNG FRENCH-SPEAKING PERSONS SEEKING FUTURE CAREERS AS JOURNALISTS IN VARIOUS FORMS OF MEDIA, AND TO RECEIVE FELLOWSHIPS TO PARTICIPATE IN THE MONT PELERIN SOCIETY CONFERENCES AND RELATED PROGRAMS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $153,700

Program Service Revenue $0

Investment Income $236,193

Other Revenue $0

TOTAL REVENUE $389,893

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,906

Other Expenses $214,923

TOTAL EXPENSES $214,923

Year-over-Year Comparison

	2025	2024	Change
Revenue	$389,893	$318,564	+0.2%
Expenses	$214,923	$319,660	-0.3%
Net Income	$174,970	$-1,096	-160.6%

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
2026	$389,893	$214,923	$2,086,293	$174,970
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