The Perry Initiative (EIN 273728166) - 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

2010

Legal Domicile

Principal Officer

Amelia Knarr PhD

Phone

3023191113

Tax Period

2023-01-01 to 2023-12-31

The Perry Initiative, founded in 2010, is a small nonprofit in the Education sector that reported $530K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $91K, a strong 17% operating margin.

Mission

The Perry Initiative was formed to promote the advancement of women in orthopaedic surgery and engineering through mentorship, strategic research and advocacy, and community outreach. The Perry Initiative strives to develop future leaders in the fields of Orthopaedic Surgery and Engineering.

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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 $209,073

Program Service Revenue $143,850

Investment Income $9,010

Other Revenue $168,168

TOTAL REVENUE $530,101

Expense Breakdown

Grants Paid $24,452

Salaries & Benefits $158,407

Fundraising Expenses $11,273

Program Expenses $380,289

Other Expenses $256,477

TOTAL EXPENSES $439,336

Year-over-Year Comparison

	2023	2022	Change
Revenue	$530,101	$486,757	+0.1%
Expenses	$439,336	$383,410	+0.1%
Net Income	$90,765	$103,347	-0.1%

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

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

$96,049

Total Directors

$96,049

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laurie Meszaros Dearolf PhD	Executive Dir.	40.00	Officer Director	$73,645	$9,404	$83,049
Traci Beeson	Executive Dir.	40.00	Officer Director	$12,167	$833	$13,000
Lisa Lattanza MD	Co-President	1.00	Officer Director	$0	$0	$0
Kathy Coyner MD	Treasurer	1.00	Officer Director	$0	$0	$0
Jenni Buckley PhD	Co-President	1.00	Officer Director	$0	$0	$0
Haydee Brown MD	Director	1.00	Director	$0	$0	$0
Dawn Laporte MD	Director	1.00	Director	$0	$0	$0
Judith D'Amico MA	Director	1.00	Director	$0	$0	$0
Ann Van Heest MD	Director	1.00	Director	$0	$0	$0
Sommer Hammoud MD	Director	1.00	Director	$0	$0	$0
Kristy Weber MD	Director	1.00	Director	$0	$0	$0
Amy Ladd MD	Director	1.00	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	No data	No data	No data	No data
2023	$530,101	$439,336	$481,251	$90,765
2022	$486,757	$383,410	$376,087	$103,347
2019	$416,086	$354,039	$489,509	$62,047
2018	$409,361	$308,894	$435,699	$100,467

The Perry Initiative