PARKINSONS RESEARCH AND EDUCATION FOUNDATION INC (EIN 200888895) - 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

Principal Officer

STUART H ISAACSON

Tax Period

2023-01-01 to 2023-12-31

PARKINSONS RESEARCH AND EDUCATION FOUNDATION INC is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 585% from the prior year, signaling strong growth momentum. The organization ran a surplus of $378K, a strong 27% operating margin.

Mission

To advance research studies to find better symptomatic treatments and to identify novel therapies to slow, stop, and ultimately reverse Parkinson's disease progression.

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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 $1,400,388

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,400,388

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $240,983

Fundraising Expenses $20,117

Program Expenses $752,181

Other Expenses $774,632

TOTAL EXPENSES $1,022,615

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,400,388	$204,453	+5.8%
Expenses	$1,022,615	$102,881	+8.9%
Net Income	$377,773	$101,572	+2.7%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Colleen Sturgess	N/A	40.00		$46,800	$0	$46,800
DANIELLE LESSMAN	Exec Admin Asst	40.00		$41,146	$0	$41,146
CHRISTINE GREER	Med Dir Online Edu	30.00		$36,400	$0	$36,400
SHANNON HELFMAN	N/A	30.00		$34,979	$0	$34,979
PHILLIP SISSER	N/A	30.00		$30,000	$0	$30,000
STUART H ISAACSON	President	0.00	Officer	$0	$0	$0
ALESSANDRO DIROCCO	Treasurer	0.00	Officer	$0	$0	$0
DAVID KREITZMAN	Secretary	0.00	Officer	$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
2023	$1,400,388	$1,022,615	$663,581	$377,773
2022	$204,453	$102,881	$287,822	$101,572

PARKINSONS RESEARCH AND EDUCATION FOUNDATION INC