Ferre Institute Inc (EIN 161078686) - 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

1974

Legal Domicile

Principal Officer

James Terizan MD

Phone

6077244308

Tax Period

2023-07-01 to 2024-06-30

Ferre Institute Inc, founded in 1974, is a community nonprofit in the Health Care sector that reported $1.3M in total revenue in fiscal year 2023.

Mission

Genetic consultation is available to improve access to information and clinical servicesa to underserved communities. In 2020, Ferre Institute was asked to manage and coordinate a 4-Year Project to increase awareness and access to genetic services. This project is known as NYMAC (New York - Mid Atlantic - Caribbean) Regional Genetics Network is funded by the Genetic Services Branch in the Health Resources and Services Administration's HRSA Meternal and Child Heath Burea (HRSA-20-046). The NYMAC Region cnosists of ten (10) jurisdictions including eight (8) states, the District of Columbia (D.C.), and two (2) U.S. Territories (Delaware, The District of Columbia, Maryland, New Jersey, New York, Pennsylvania, Puerto Rico, Virginia, West Virginia, and the U.S. Virgin Islands.

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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 $863,622

Program Service Revenue $419,285

Investment Income $19

Other Revenue $0

TOTAL REVENUE $1,282,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $466,649

Fundraising Expenses $0

Program Expenses $1,244,200

Other Expenses $913,915

TOTAL EXPENSES $1,380,564

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,282,926	$1,235,446	+0.0%
Expenses	$1,380,564	$1,294,240	+0.1%
Net Income	$-97,638	$-58,794	+0.7%

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

$75,850

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Luba Djurdjinovic MS	Executive Director	50.00	Director	$75,850	$0	$75,850
Thomas L Goodman MD	Medical Director	2.00	Director	$0	$0	$0
Edward M Kloza MS CGC	Vice President	2.00	Officer Director	$0	$0	$0
Dennis A First	Treasurer	2.00	Officer Director	$0	$0	$0
Diane Faubion	Director	2.00	Director	$0	$0	$0
Donald J Sommerville BA MBA	Director	2.00	Director	$0	$0	$0
Erin Houghton MS CGC	Director	2.00	Director	$0	$0	$0
Jane Greenlaw BSN MS JD	Secretary	2.00	Officer Director	$0	$0	$0
James Terzian MD FCAP	President	2.00	Officer 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	No data	No data	No data	No data
2024	$1,282,926	$1,380,564	$566,179	$-97,638
2023	$1,235,446	$1,296,797	$488,727	$-61,351
2022	$1,218,855	$1,175,361	$304,376	$43,494
2021	$1,138,621	$1,002,486	$393,574	$136,135
2020	$470,871	$479,938	$120,845	$-9,067
2019	$438,938	$431,678	$97,789	$7,260

Ferre Institute Inc