Midstory (EIN 824623443) - 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

2018

Legal Domicile

Principal Officer

Samuel Chang

Phone

5673182676

Tax Period

2024-01-01 to 2024-12-31

Midstory, founded in 2018, is a small nonprofit in the Human Services sector that reported $351K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $102K, a strong 29% operating margin.

Mission

Midstory is a 501(c)(3) non-profit thinkhub that progresses the narrative of the Midwest by incubating bright, diverse and interdisciplinary thinkers to exchange ideas and envision the future of the region through multimedia storytelling and solutions-oriented research since its founding in 2018.

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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 $315,349

Program Service Revenue $34,964

Investment Income $0

Other Revenue $1,029

TOTAL REVENUE $351,342

Expense Breakdown

Grants Paid $35,100

Salaries & Benefits $118,207

Fundraising Expenses $2,170

Program Expenses $211,111

Other Expenses $96,042

TOTAL EXPENSES $249,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$351,342	$293,838	+0.2%
Expenses	$249,349	$212,413	+0.2%
Net Income	$101,993	$81,425	+0.3%

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
Samuel Chang	President	40	Officer	$0	$0	$0
Alex Lim	Secretary	5	Officer	$0	$0	$0
Lauren Uhrman	Treasurer	2	Officer	$0	$0	$0
Tiffany Wang	Board member	2	Officer	$0	$0	$0
Mingyang Liu	Board member	2	Officer	$0	$0	$0
James Repp	Board member	3	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	No data	No data	No data	No data
2024	$351,342	$249,349	$335,047	$101,993
2023	$293,838	$212,413	$229,242	$81,425
2022	$231,908	$176,948	$147,664	$54,960

Midstory