The Morningside Institute Inc (EIN 821094056) - 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

2017

Legal Domicile

Principal Officer

Nathaniel Peters

Phone

7326003733

Tax Period

2025-01-01 to 2025-12-31

The Morningside Institute Inc, founded in 2017, is a small nonprofit in the Education sector that reported $722K in total revenue in fiscal year 2025. Expenses of $826K exceeded revenue, resulting in a 14% operating deficit.

Mission

The Morningside Institute brings scholars and students together to examine human life beyond the classroom and consider its deepest questions through the life of New York City.

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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 $708,029

Program Service Revenue $1,264

Investment Income $6,444

Other Revenue $5,826

TOTAL REVENUE $721,563

Expense Breakdown

Grants Paid $107,950

Salaries & Benefits $483,586

Fundraising Expenses $65,946

Program Expenses $674,770

Other Expenses $234,360

TOTAL EXPENSES $825,896

Year-over-Year Comparison

	2025	2024	Change
Revenue	$721,563	$733,998	0.0%
Expenses	$825,896	$692,562	+0.2%
Net Income	$-104,333	$41,436	-3.5%

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

$179,301

Total Directors

$179,301

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nathaniel Peters	Executive Director	040.00	Officer Director Highest	$147,201	$32,100	$179,301
Matthew Rose	Director	040.00	Highest	$140,999	$36,764	$177,763
Donald W Landry	Chairman	001.00	Officer Director	$0	$0	$0
Luis Tellez	Trustee	001.00	Director	$0	$0	$0
Douglas Mayer	Treasurer	001.00	Officer Director	$0	$0	$0
David Oakley	Secretary	001.00	Officer Director	$0	$0	$0
Brian McAuliffe	Trustee	001.00	Director	$0	$0	$0
Mary Kenneally	Trustee	001.00	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
2025	$721,563	$825,896	$199,327	$-104,333
2024	$733,998	$692,562	$302,351	$41,436
2023	$431,094	$833,934	$259,363	$-402,840
2022	$431,334	$666,941	$662,653	$-235,607
2021	$1,021,222	$606,805	$915,242	$414,417
2020	$323,280	$307,922	$135,747	$15,358
2019	$385,184	$374,927	$120,914	$10,257
2018	$262,791	$280,691	$112,500	$-17,900

The Morningside Institute Inc