Whittemore Peterson Institute (EIN 205904991) - 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

2006

Legal Domicile

Principal Officer

Annette Whittemore

Phone

7756828250

Tax Period

2024-01-01 to 2024-12-31

Whittemore Peterson Institute, founded in 2006, is a small nonprofit in the Diseases & Disorders sector that reported $354K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $108K, a strong 31% operating margin.

Mission

To bring discovery, knowledge, and effective treatments to patients with illnesses that are caused by aquired dysregulation of both the immune system and the nervous system.

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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 $331,736

Program Service Revenue $0

Investment Income $22,680

Other Revenue $0

TOTAL REVENUE $354,416

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $153,230

Fundraising Expenses $0

Program Expenses $119,165

Other Expenses $68,056

TOTAL EXPENSES $246,286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$354,416	$326,611	+0.1%
Expenses	$246,286	$276,093	-0.1%
Net Income	$108,130	$50,518	+1.1%

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

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

$82,000

Total Directors

$82,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Annette Whittemore	President	40.00	Officer Director	$82,000	$0	$82,000
Nancy Moss Ghusn	Secretary	0.00	Director	$0	$0	$0
Joann Lippert	Director	0.00	Director	$0	$0	$0
Sam Shad	Director	0.00	Director	$0	$0	$0
Peggy Sullivan	Director	0.00	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	$354,416	$246,286	$1,096,907	$108,130
2023	$326,611	$276,093	$989,548	$50,518
2023	$326,611	$276,093	$989,548	$50,518
2022	$290,630	$271,174	$937,641	$19,456
2021	$308,189	$257,997	$919,722	$50,192
2020	$325,652	$268,290	$867,347	$57,362
2019	$339,479	$310,750	$812,656	$28,729

Whittemore Peterson Institute