The Endowment Fund for the History of Women in Medicine (EIN 233100110) - 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

2001

Legal Domicile

Principal Officer

Donna Reider

Phone

4849452106

Tax Period

2023-07-01 to 2024-06-30

The Endowment Fund for the History of Women in Medicine, founded in 2001, is a micro nonprofit that reported $28K in total revenue in fiscal year 2023. Expenses of $128K exceeded revenue, resulting in a 359% operating deficit.

Mission

To accept, hold and invest the contributions received to preserve, expand and make available the archival records and collections of historical material of women in medicine

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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 $27,883

Other Revenue $0

TOTAL REVENUE $27,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $128,055

Other Expenses $128,055

TOTAL EXPENSES $128,055

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,883	$27,256	+0.0%
Expenses	$128,055	$51,154	+1.5%
Net Income	$-100,172	$-23,898	+3.2%

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
Hene fennoy MD	Trustee	001.00	Director	$0	$0	$0
Christie Huddleston MD	Treasurer	001.00	Director	$0	$0	$0
Mira Bjelotomich Irons MD	President	001.00	Director	$0	$0	$0
Danielle Laraque- Arena MD	Trustee	001.00	Director	$0	$0	$0
Rebecca Kluchin PhD	Trustee	001.00	Director	$0	$0	$0
Elizabeth McEvoy	Trustee	001.00	Director	$0	$0	$0
Lynn Roberts PhD	trustee	001.00	Director	$0	$0	$0
Connie Newman	Trustee	001.00	Director	$0	$0	$0
Barbara Barlow MD	Trustee Emeritus	001.00	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
2025	No data	No data	No data	No data
2024	$27,883	$128,055	$1,114,893	$-100,172
2023	$27,256	$51,154	$942,224	$-23,898
2022	$23,669	$129,630	$1,013,371	$-105,961
2021	$19,443	$126,423	$1,254,237	$-106,980
2020	$26,008	$129,086	$1,058,004	$-103,078
2019	$29,123	$80,478	$1,074,069	$-51,355

The Endowment Fund for the History of Women in Medicine