The Americas Hepato-Pancreato-Bili… - Form 990 Financial Data

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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

2013

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

The Americas Hepato-Pancreato-Biliary Foundation, founded in 2013, is a small nonprofit in the Education sector that reported $322K in total revenue in fiscal year 2023. Revenue surged 131% from the prior year, signaling strong growth momentum. The organization ran a surplus of $124K, a strong 38% operating margin.

Mission

Dedicated to funding research and education opportunities so colleagues can directly impact HPB diseases

Program Service Accomplishments

Program 1

Expenses: $181,005

To provide research, education and training with the purpose of improving the quality of surgery and treatment for HPB disorders

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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 $288,786

Program Service Revenue $0

Investment Income $20,693

Other Revenue $12,621

TOTAL REVENUE $322,100

Expense Breakdown

Grants Paid $159,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,005

Other Expenses $39,307

TOTAL EXPENSES $198,307

Year-over-Year Comparison

	2023	2022	Change
Revenue	$322,100	$139,194	+1.3%
Expenses	$198,307	$163,419	+0.2%
Net Income	$123,793	$-24,225	-6.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Javier Lendoire	Director at Large	1.00	Director	$0	$0	$0
Felipe Coimbra	Director at Large	1.00	Director	$0	$0	$0
Ellen Hagopian	Director at Large	1.00	Director	$0	$0	$0
Sharon Weber	Director at Large	1.00	Director	$0	$0	$0
Lynt Johnson	Director at Large	5.00	Director	$0	$0	$0
Mark Callery	President	5.00	Officer	$0	$0	$0
Keith Lillemoe	Vice-President	5.00	Officer	$0	$0	$0
Gazi Zibari	Treasurer	5.00	Officer	$0	$0	$0
William Chapman	Secretary	5.00	Officer	$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	$322,100	$198,307	$1,486,858	$123,793
2022	$139,194	$163,419	$1,239,559	$-24,225
2021	$356,837	$155,503	$1,428,779	$201,334
2020	$139,282	$80,575	$1,131,060	$58,707
2019	$247,651	$150,801	$991,248	$96,850
2018	$164,272	$134,500	$799,946	$29,772

The Americas Hepato-Pancreato-Biliary Foundation