THE MACMILLAN INSTITUTE (EIN 870880599) - 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

2020

Legal Domicile

Principal Officer

DR CLAUDIA MACMILLAN

Phone

9452352235

Tax Period

2024-07-01 to 2025-06-30

THE MACMILLAN INSTITUTE, founded in 2020, is a small nonprofit that reported $505K in total revenue in fiscal year 2024.

Mission

TO PREPARE TEACHERS AND ADMINISTRATORS TO LEARN, TEACH, AND LEAD IN THE "SPIRIT OF LIBERAL LEARNING".

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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 $500,566

Program Service Revenue $4,931

Investment Income $0

Other Revenue $0

TOTAL REVENUE $505,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $372,861

Fundraising Expenses $33,557

Program Expenses $387,457

Other Expenses $154,289

TOTAL EXPENSES $527,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$505,497	$523,946	0.0%
Expenses	$527,150	$496,805	+0.1%
Net Income	$-21,653	$27,141	-1.8%

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

N/A

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

$169,893

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR LARRY ALLUMS	SECRETARY	2.50	Officer Director	$0	$0	$0
MR RUSSELL BELLAMY	TREASURER	2.50	Officer Director	$0	$0	$0
DR BAINARD COWAN	BOARD MEMBER	2.50	Director	$0	$0	$0
DR THOMAS LINDSAY	BOARD MEMBER	2.50	Director	$0	$0	$0
DR CLAUDIA MACMILLAN	EXECUTIVE DIRECTOR	2.50	Director	$87,500	$0	$87,500
DR ONYEMA NWEZE	BOARD MEMBER	2.50	Director	$82,393	$0	$82,393
DR MATTHEW POST	BOARD MEMBER	2.50	Director	$0	$0	$0
MS EMILY RODEN	PRESIDENT	2.50	Officer Director	$0	$0	$0
DR DAN RUSS	BOARD MEMBER	2.50	Director	$0	$0	$0
DR DAVID SWEET	BOARD MEMBER	2.50	Director	$0	$0	$0
MS SHARON CARSON	BOARD MEMBER	2.50	Director	$0	$0	$0
MR FRANK PEREZ	BOARD MEMBER	2.50	Director	$0	$0	$0
MS TRISHA WATSON	BOARD MEMBER	2.50	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	$505,497	$527,150	$87,372	$-21,653
2024	$523,946	$496,805	$98,900	$27,141
2023	$369,199	$423,933	$70,546	$-54,734
2022	$252,403	$176,552	$125,280	$75,851
2021	$52,130	$2,701	$49,429	$49,429

THE MACMILLAN INSTITUTE