BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC (EIN 020671240) - 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

2002

Legal Domicile

Principal Officer

ELLIOT CHAIKOF MD

Phone

6176328370

Tax Period

2023-10-01 to 2024-09-30

BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC, founded in 2002, is a small nonprofit in the Health Care sector that reported $104K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $28K, a strong 27% operating margin.

Mission

TO SUPPORT MEDICAL RESEARCH, PROVIDE INSTRUCTION, AND IMPROVE PUBLIC HEALTH

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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 $13,985

Program Service Revenue $0

Investment Income $89,832

Other Revenue $0

TOTAL REVENUE $103,817

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,185

Other Expenses $63,559

TOTAL EXPENSES $75,559

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,817	$89,718	+0.2%
Expenses	$75,559	$84,459	-0.1%
Net Income	$28,258	$5,259	+4.4%

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

N/A

Employees

N/A

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

$2,586,804

Total Directors

$6,258,339

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEALY PETER	DIR (EX-OFF) (PRES, BIDMC)	1.00	Director	$0	$84,548	$1,682,157
CHAIKOF MD PHD ELLIOT L	DIR(EXO)&PRES; SURGERY CHIEF/CHAIR	1.00	Officer Director	$0	$117,162	$1,334,704
KIMBALL MD MPH ALEXA B	DIRECTOR (EX-OFFICIO) (HMFP CEO)	1.00	Director	$0	$109,829	$1,199,659
LEE MD BERNARD T	DIR; CHIEF PLASTIC/RECON SURG, BIDMC	1.00	Director	$0	$70,794	$1,166,479
CALLERY MD MARK	DIR&TREAS (CHF DIV GEN SURG BIDMC)	1.00	Officer Director	$0	$67,774	$733,341
PARENTE MELISSA	DIR; CHIEF ADMINISTRATIVE OFFICER	1.00	Director	$0	$18,008	$141,999
AGNEW MEGHAN	CLERK; CFO, HFMP	1.00	Officer	$0	$89,105	$518,759
JONES CPA CMPE RONALD	FRMR EXEC DIR & CHIEF ADMIN OFFICER	0.00		$0	$24,074	$142,738

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	$103,817	$75,559	$4,352,060	$28,258
2023	$89,718	$84,459	$3,744,382	$5,259
2022	$136,648	$260,709	$3,321,621	$-124,061
2021	$431,269	$195,423	$3,774,839	$235,846
2020	$124,757	$146,197	$3,580,116	$-21,440
2019	$258,580	$271,829	$3,414,349	$-13,249
2018	$240,726	$371,274	$3,360,712	$-130,548

BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC