Meridian Institute (EIN 841435420) - 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

1997

Legal Domicile

Principal Officer

KEVIN CAVANAUGH

Phone

9705138340

Tax Period

2023-10-01 to 2024-09-30

Meridian Institute, founded in 1997, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $38.1M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

MERIDIAN INSTITUTE HELPS DEVELOP AND IMPLEMENT COLLABORATIVE SOLUTIONS TO COMPLEX LOCAL AND GLOBAL CHALLENGES THROUGH STRATEGY, IMPLEMENTATION, RESEARCH & OTHER SUPPORT.

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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 $36,738,848

Program Service Revenue $472,971

Investment Income $415,826

Other Revenue $444,838

TOTAL REVENUE $38,072,483

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $9,221,789

Fundraising Expenses $0

Program Expenses $31,065,047

Other Expenses $29,410,125

TOTAL EXPENSES $38,681,914

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,072,483	$33,068,410	+0.2%
Expenses	$38,681,914	$31,567,240	+0.2%
Net Income	$-609,431	$1,501,170	-1.4%

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

$828,268

Total Directors

Key Employees

$1,149,061

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN EHRMANN - RETIRED JAN 2023	SR MEDIATOR & PROGRAM DIRECTOR	40.0	Highest	$377,968	$1,835	$379,803
TODD BARKER	CEO	40.0	Officer	$275,531	$62,397	$337,928
MOLLY MAYO WOOD	SENIOR PARTNER	40.0	Key Emp	$235,497	$44,650	$280,147
KAUTHAR RAHMAN	COO	40.0	Officer	$214,667	$41,537	$256,204
HEATHER LAIR	PARTNER	40.0	Key Emp	$189,569	$55,888	$245,457
JACQUELINE MANGUSO	CFO	40.0	Officer	$192,136	$42,000	$234,136
JENNIFER PRATT MILES	PARTNER	40.0	Key Emp	$188,757	$40,543	$229,300
LAURIE RISTINO	SR MEDIATOR & GENERAL COUNSEL	40.0	Key Emp	$190,876	$9,434	$200,310
JENNIFER BRASSANINI	HR MANAGER	40.0	Key Emp	$150,188	$43,659	$193,847
BRADFORD SPANGLER	SR MEDIATOR & PROGRAM DIRECTOR	40.0	Highest	$138,039	$52,746	$190,785
ROBYN PAULEKAS	SR DIRECTOR & PROGRAM DIRECTOR	40.0	Highest	$114,463	$42,340	$156,803
VANESSA KULICK PRICE	SR DIRECTOR & PROGRAM MANAGER	40.0	Highest	$114,283	$39,197	$153,480
ALESIA BLUM	ACCOUNTANT & PAYROLL MANAGER	40.0	Highest	$101,224	$40,983	$142,207
KEVIN CAVANAUGH	BOARD CHAIR	1.0	Officer Director	$0	$0	$0
CHRISTIE TODD WHITMAN	VICE CHAIR	1.0	Officer Director	$0	$0	$0
RIKIN GANDHI	MEMBER OF FINANCE & AUDIT COMM	1.0	Director	$0	$0	$0
FRANKLIN MOORE	MEMBER OF NOMINATIONS COMM	1.0	Director	$0	$0	$0
MANISH BAPNA	MEMBER-AT-LARGE	1.0	Director	$0	$0	$0
HINDOU OUMAROU IBRAHIM	MEMBER-AT-LARGE	1.0	Director	$0	$0	$0
TJADA D'OYEN MCKENNA	MEMBER-AT-LARGE	1.0	Director	$0	$0	$0
JASON INGLE	MEMBER-AT-LARGE	1.0	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	$38,072,483	$38,681,914	$20,714,015	$-609,431
2024	No data	No data	No data	No data
2023	$33,068,410	$31,567,240	$27,047,116	$1,501,170
2022	$24,055,496	$25,208,758	$23,373,531	$-1,153,262
2021	$21,383,160	$19,327,769	$18,119,345	$2,055,391
2020	$13,792,069	$12,580,701	$14,827,158	$1,211,368
2019	$11,251,995	$12,417,613	$7,846,246	$-1,165,618
2018	$12,586,156	$14,114,035	$7,004,184	$-1,527,879

Meridian Institute