HEREDITARY DISEASE FOUNDATION (EIN 237376197) - 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

1968

Legal Domicile

Principal Officer

MEGHAN DONALDSON

Phone

2129282121

Tax Period

2024-01-01 to 2024-12-31

HEREDITARY DISEASE FOUNDATION, founded in 1968, is a community nonprofit in the Medical Research sector that reported $7.9M in total revenue in fiscal year 2024. Revenue surged 206% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.4M, a strong 43% operating margin.

Mission

TO FUND TRANSFORMATIVE RESEARCH TO FIND TREATMENTS, AND ULTIMATELY A CURE, FOR HUNTINGTON'S DISEASE.

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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 $6,573,281

Program Service Revenue $0

Investment Income $1,243,205

Other Revenue $82,735

TOTAL REVENUE $7,899,221

Expense Breakdown

Grants Paid $2,869,473

Salaries & Benefits $654,479

Fundraising Expenses $294,843

Program Expenses $3,899,500

Other Expenses $1,000,193

TOTAL EXPENSES $4,524,145

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,899,221	$2,578,841	+2.1%
Expenses	$4,524,145	$4,738,635	0.0%
Net Income	$3,375,076	$-2,159,794	-2.6%

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

$164,765

Total Directors

$122,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGHAN DONALDSON	CEO	40.00	Officer Director	$110,000	$0	$110,000
KAREN NEWMAN	CHAIR	24.00	Officer Director	$12,000	$0	$12,000
NANCY S WEXLER PHD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNE B YOUNG MD PHD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE DONALDSON	TREASURER	1.00	Officer Director	$0	$0	$0
ALICE WEXLER PHD	SECRETARY	1.00	Officer Director	$0	$0	$0
C FRANK BENNETT PHD	DIRECTOR	1.00	Director	$0	$0	$0
ROBI BLUMENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
SANDY FOX	DIRECTOR	1.00	Director	$0	$0	$0
TACIE FOX	DIRECTOR	1.00	Director	$0	$0	$0
BERTA A GEHRY	DIRECTOR	1.00	Director	$0	$0	$0
FRANK O GEHRY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HOUSMAN PHD	DIRECTOR	1.00	Director	$0	$0	$0
JOAN LEIMAN PHD	DIRECTOR	1.00	Director	$0	$0	$0
HERBERT PARDES MD	DIRECTOR (THROUGH 4/24)	1.00	Director	$0	$0	$0
LAUREN BAKER PINKUS	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE M THOMPSON PHD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ZWALLY	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MOSER	DIRECTOR	1.00	Director	$0	$0	$0
TIM KELLEHER	CFO	6.00	Officer	$42,765	$0	$42,765
SARAH HERNANDEZ	DIR. OF RESEARCH PROGRAMS	40.00	Highest	$143,929	$55,917	$199,846
JULIE PORTER	DIR. OF ADMINISTRATION	40.00	Highest	$116,065	$30,005	$146,070
ERICA MATISZ	DIR. OF DEVELOPMENT	40.00	Highest	$108,500	$0	$108,500

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	$7,899,221	$4,524,145	$21,978,294	$3,375,076
2023	$2,578,841	$4,738,635	$18,234,308	$-2,159,794
2022	$4,522,686	$2,603,305	$16,776,193	$1,919,381
2021	$3,846,649	$2,967,624	$18,145,612	$879,025
2020	$4,059,819	$2,519,661	$15,507,063	$1,540,158
2019	$2,027,985	$2,301,831	$12,457,716	$-273,846
2018	$2,691,357	$2,137,659	$10,922,906	$553,698

HEREDITARY DISEASE FOUNDATION