MAYFIELD EDUCATION & RESEARCH FOUNDATION (EIN 310921099) - 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

1977

Legal Domicile

Principal Officer

WILLIAM D TOBLER MD

Phone

5132211100

Tax Period

2023-10-01 to 2024-09-30

MAYFIELD EDUCATION & RESEARCH FOUNDATION, founded in 1977, is a community nonprofit in the Health Care sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 51% operating margin.

Mission

NEUROSCIENCE RESEARCH & EDUCATION

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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 $1,370,926

Program Service Revenue $560,285

Investment Income $147,752

Other Revenue $-32,974

TOTAL REVENUE $2,045,989

Expense Breakdown

Grants Paid $86,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $967,644

Other Expenses $924,344

TOTAL EXPENSES $1,010,844

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,045,989	$913,355	+1.2%
Expenses	$1,010,844	$990,433	+0.0%
Net Income	$1,035,145	$-77,078	-14.4%

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

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
AMY MURRAY START 82324	TRUSTEE	0.25	Director	$0	$0	$0
VALERIE NEWELL CPA	TRUSTEE	1.00	Director	$0	$0	$0
VICTOR DIPILLA	TRUSTEE	1.00	Director	$0	$0	$0
JAMES J MCGRAW JR ESQ	TRUSTEE	1.00	Director	$0	$0	$0
LAURA GUGGENHEIM	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW J RINGER MD	TRUSTEE	1.00	Director	$0	$0	$0
BRADBURY A SKIDMORE MD	TRUSTEE	1.00	Director	$0	$0	$0
BRYAN KRUEGER MD	TRUSTEE	1.00	Director	$0	$0	$0
JAMES HORN MD	TRUSTEE	1.00	Director	$0	$0	$0
LAUREN R OSTLING MD	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM D TOBLER MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY T KELLER PHD	TRUSTEE	1.00	Director	$0	$0	$0
VINCENT DINAPOLI MD PHD	TRUSTEE	1.00	Director	$0	$0	$0
MARLA SANTOS SILLIMAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL STENGER	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT RICH ESQ	SECRETARY	0.25	Officer	$0	$0	$0
MICHAEL J RADOMSKI	TREASURER	1.00	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	$2,045,989	$1,010,844	$9,319,272	$1,035,145
2023	$913,355	$990,433	$6,428,572	$-77,078
2022	$3,358,575	$1,201,850	$5,683,899	$2,156,725
2021	$1,122,381	$440,664	$4,816,635	$681,717
2020	$767,170	$1,003,453	$4,134,918	$-236,283
2019	$1,051,549	$912,712	$4,371,201	$138,837
2018	$1,019,224	$758,702	$4,232,364	$260,522

MAYFIELD EDUCATION & RESEARCH FOUNDATION