THE RUSSELL E WINDSOR RESEARCH FOUNDATN C/O A M BOUTZALIS CPA PC (EIN 134002383) - 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

1998

Legal Domicile

Principal Officer

THERESA M WINDSOR

Phone

5163385099

Tax Period

2023-01-01 to 2023-12-31

THE RUSSELL E WINDSOR RESEARCH FOUNDATN C/O A M BOUTZALIS CPA PC, founded in 1998, is a small nonprofit in the Science & Technology sector that reported $123K in total revenue in fiscal year 2023. Revenue surged 753% from the prior year, signaling strong growth momentum. Expenses of $459K exceeded revenue, resulting in a 272% operating deficit.

Mission

THE RUSSELL E. WINDSOR RESEARCH FUND PROVIDES FUNDING FOR ORTHOPAEDIC RESEARCH WITH AN EMPHASIS ON KNEE & HIP REPLACEMENT SURGERY.

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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 $0

Program Service Revenue $0

Investment Income $123,231

Other Revenue $0

TOTAL REVENUE $123,231

Expense Breakdown

Grants Paid $450,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $454,841

Other Expenses $8,548

TOTAL EXPENSES $458,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,231	$14,451	+7.5%
Expenses	$458,648	$33,734	+12.6%
Net Income	$-335,417	$-19,283	+16.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THERESA M WINDSOR	TRUSTEE	3.00	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
2024	No data	No data	No data	No data
2023	$123,231	$458,648	$24,080	$-335,417
2022	$14,451	$33,734	$440,408	$-19,283
2021	$25,712	$40,350	$573,893	$-14,638
2020	$38,597	$67,033	$543,478	$-28,436
2019	$61,248	$68,923	$537,583	$-7,675
2018	$39,136	$51,944	$476,193	$-12,808

THE RUSSELL E WINDSOR RESEARCH FOUNDATN C/O A M BOUTZALIS CPA PC