MILLSTONE INSTITUTE OF PRESERVATION INC (EIN 593317129) - 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

1995

Legal Domicile

Principal Officer

JOAN MATEY

Phone

8502943918

Tax Period

2017-01-01 to 2017-12-31

MILLSTONE INSTITUTE OF PRESERVATION INC, founded in 1995, is a micro nonprofit in the Environment sector that reported $2K in total revenue in fiscal year 2017. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $73K exceeded revenue, resulting in a 4269% operating deficit.

Mission

TO SUPPORT THE ARTS, AGRICULTURE & CONSERVATION EDUCATION.

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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 (2017)

Revenue Breakdown

Contributions & Grants $750

Program Service Revenue $0

Investment Income $929

Other Revenue $0

TOTAL REVENUE $1,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,750

Fundraising Expenses $9,871

Program Expenses $56,877

Other Expenses $52,605

TOTAL EXPENSES $73,355

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,679	$7,189	-0.8%
Expenses	$73,355	$86,555	-0.2%
Net Income	$-71,676	$-79,366	-0.1%

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

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

$20,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN BANKS	DIRECTOR	0.50	Director	$0	$0	$0
CHIP HARTUNG	DIRECTOR	0.50	Director	$0	$0	$0
JOSH EARL	DIRECTOR	0.50	Director	$0	$0	$0
REBECCA PENGELLY	DIRECTOR	0.50	Director	$0	$0	$0
DEMIAN PASQUARELLI	DIRECTOR	0.50	Director	$0	$0	$0
GABRIEL HANWAY	DIRECTOR	0.50	Director	$0	$0	$0
GEORGE LEWIS	SECY/TREASUR	0.50	Officer Director	$0	$0	$0
JOAN MATEY	PRESIDENT	0.50	Officer Director	$0	$0	$0
JOAN HELMS	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
MAJKEN PETERZEN	CEO	20.00	Officer	$20,750	$0	$20,750

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
2017	$1,679	$73,355	$895,862	$-71,676

MILLSTONE INSTITUTE OF PRESERVATION INC