PFAHLER FOUNDATION (EIN 236295011) - 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

1960

Legal Domicile

Principal Officer

TJ HUCKLEBERRY

Phone

2155635343

Tax Period

2024-01-01 to 2024-12-31

PFAHLER FOUNDATION, founded in 1960, is a small nonprofit that reported $190K in total revenue in fiscal year 2024. The organization ran a surplus of $32K, a strong 17% operating margin.

Mission

PROMOTING OF PUBLIC WELFARE IN THE FIELD OF 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $190,343

Other Revenue $0

TOTAL REVENUE $190,343

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $58,822

TOTAL EXPENSES $158,822

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,343	$177,257	+0.1%
Expenses	$158,822	$127,358	+0.2%
Net Income	$31,521	$49,899	-0.4%

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

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

$170,270

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARVEY B LEFTON MD	CHAIR	0.50	Officer Director	$0	$0	$0
STEPHEN R PERMUT MD	VICE CHAIR	0.50	Officer Director	$0	$0	$0
JAMES CRISTOL MD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DELLAVECCHIA MD FACS	DIRECTOR	0.50	Director	$0	$0	$0
DANIEL DEMPSEY MD	DIRECTOR	1.00	Director	$0	$0	$0
ENRIQUE HERNANDEZ MD	DIRECTOR	1.00	Director	$0	$0	$0
CADENCE A KIM MD	DIRECTOR	0.50	Director	$0	$0	$0
LYNN LUCAS-FEHM MD JD	DIRECTOR	0.50	Director	$0	$0	$0
DALE MANDEL MD	DIRECTOR	0.50	Director	$0	$0	$0
MAX E MERCADO MD	DIRECTOR	0.50	Director	$0	$0	$0
CURTIS T MIYAMOTO MD	DIRECTOR	1.00	Director	$0	$0	$0
RICARDO MORGENSTERN MD	DIRECTOR	0.50	Director	$0	$0	$0
NATALIA ORTIZ MD	DIRECTOR	0.50	Director	$0	$0	$0
ANTHONY M PADULA MD FACS	DIRECTOR	0.50	Director	$0	$0	$0
SHAILENDRA VAIDYA MD	DIRECTOR	1.00	Director	$0	$0	$0
TJ HUCKLEBERRY	EXECUTIVE DIRECTOR (AS OF 01/25)	6.00	Officer	$0	$0	$0
MARK C AUSTERBERRY	EXECUTIVE DIRECTOR (UNTIL 07/25)	6.00	Officer	$0	$20,270	$170,270

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	$190,343	$158,822	$2,346,501	$31,521
2023	$177,257	$127,358	$2,155,095	$49,899
2022	$125,509	$54,695	$1,917,743	$70,814
2021	$323,210	$42,726	$2,338,860	$280,484
2020	$92,289	$37,955	$2,112,903	$54,334
2019	$181,830	$144,241	$1,910,862	$37,589
2018	$118,618	$130,542	$1,667,330	$-11,924

PFAHLER FOUNDATION