MOUNT WILSON INSTITUTE (EIN 770132297) - 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

1986

Legal Domicile

Phone

8059016591

Tax Period

2023-01-01 to 2023-12-31

MOUNT WILSON INSTITUTE, founded in 1986, is a community nonprofit in the Science & Technology sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $450K, a strong 35% operating margin.

Mission

The Mount Wilson Institute provides access to the facilities of Mount Wilson observatory to visiting scientists, educators and the General public while servicing, maintaining and upgrading the overall facilities of the observatory.

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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 (2023)

Revenue Breakdown

Contributions & Grants $339,654

Program Service Revenue $470,214

Investment Income $70,454

Other Revenue $398,161

TOTAL REVENUE $1,278,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $270,723

Fundraising Expenses $0

Program Expenses $737,748

Other Expenses $557,787

TOTAL EXPENSES $828,510

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,278,483	$936,896	+0.4%
Expenses	$828,510	$726,349	+0.1%
Net Income	$449,973	$210,547	+1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR SAMUEL D HALE	Chairman & CEO	1.00	Officer Director	$0	$0	$0
CATHERINE HAIGHT	Secretary	1.00	Officer Director	$0	$0	$0
Mr MICHAEL H HORNER	Trustee	1.00	Director	$0	$0	$0
DR JOSH SIMON	Trustee	1.00	Director	$0	$0	$0
Ms Linda Van Winkle Deacon	Trustee	1.00	Director	$0	$0	$0
CATHERINE STEINKE	Executive Dir.	1.00	Director	$0	$0	$0
Mr Scott Hood	Trustee	1.00	Director	$0	$0	$0
KOHNE DAN	Trustee	1.00	Director	$0	$0	$0
Mr Mike McIntyre	Trustee	1.00	Director	$0	$0	$0
Mr Timothy Thompson	Trustee	1.00	Director	$0	$0	$0
JENNY ROSENBERG	Trustee	1.00	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
2024	No data	No data	No data	No data
2023	$1,278,483	$828,510	$3,667,301	$449,973
2022	$936,896	$726,349	$3,205,322	$210,547
2021	$997,387	$576,614	$3,027,388	$420,773
2020	$999,596	$450,318	$2,610,185	$549,278
2019	$1,262,876	$562,124	$2,021,264	$700,752
2018	$850,995	$559,837	$1,327,608	$291,158

MOUNT WILSON INSTITUTE