SURGICAL INFECTION SOCIETY FOUNDATION FOR EDUCATION AND RESEARCH

EIN: 311432981 501(c)(3) Diseases & Disorders

EAST NORTHPORT, NY

Total Revenue
$189,684
Total Expenses
$175,192
Total Assets
$2,853,371
Net Assets
$2,853,371
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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
1995
Legal Domicile
OH
Principal Officer
PHILIP S BARIE
Phone
9145222607
Tax Period
2023-01-01 to 2023-12-31

SURGICAL INFECTION SOCIETY FOUNDATION FOR EDUCATION AND RESEARCH, founded in 1995, is a small nonprofit in the Diseases & Disorders sector that reported $190K in total revenue in fiscal year 2023. Expenses of $175K left a modest 8% surplus.

Mission

PROVIDES SCHOLARSHIPS TO YOUNG FACULTY MEMBERS IN THE AREA OF SURGICAL INFECTIOUS 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $38,220
Program Service Revenue $0
Investment Income $151,464
Other Revenue $0
TOTAL REVENUE $189,684

Expense Breakdown

Grants Paid $105,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $109,600
Other Expenses $70,192
TOTAL EXPENSES $175,192

Year-over-Year Comparison

2023 2022 Change
Revenue $189,684 $176,540 +0.1%
Expenses $175,192 $137,985 +0.3%
Net Income $14,492 $38,555 -0.6%
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

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Governance

Voting Members
15
Independent Members
15
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
0
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PHILIP S BARIE EXECUTIVE DIRECTOR & TRUST 10.00
Director
$0 $0 $0
MARC G JESCHKE MD PHD SECRETARY/TREASURER 1.00
Director
$0 $0 $0
WILLIAM G CHEADLE TRUSTEE 1.00
Director
$0 $0 $0
KAMAL MF ITANI MD TRUSTEE 1.00
Director
$0 $0 $0
E PATCHEN DELLINGER MD TRUSTEE 1.00
Director
$0 $0 $0
ORI ROTSTEIN MD TRUSTEE 1.00
Director
$0 $0 $0
GERALD R SUSMAN PHD TRUSTEE 1.00
Director
$0 $0 $0
JOHN C ALVERDY MD TRUSTEE 1.00
Director
$0 $0 $0
DONALD E FRY MD TRUSTEE 1.00
Director
$0 $0 $0
DIANE CATALANO ASST. TO EXEC. DIRECTOR 20.00
Director
$0 $0 $0
MICHELA WEST MD PHD TRUSTEE 1.00
Director
$0 $0 $0
DAVID P BLAKE TRUSTEE 1.00
Director
$0 $0 $0
ADDISON K MAY MD MBA TRUSTEE 1.00
Director
$0 $0 $0
NICHOLAS NAMIAS MD MBA TRUSTEE 1.00
Director
$0 $0 $0
ROBERT SAWYER MD TRUSTEE 1.00
Director
$0 $0 $0
GREGORY J BEILMAN MD TRUSTEE 1.00
Director
$0 $0 $0
JEFFREY A CLARIDGE TRUSTEE 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 $189,684 $175,192 $2,853,371 $14,492
2022 $176,540 $137,985 $2,716,649 $38,555
2021 $122,352 $71,979 $3,189,561 $50,373
2020 $97,239 $109,539 $2,843,354 $-12,300
2019 $139,648 $161,055 $2,702,738 $-21,407
2018 $92,266 $187,914 $2,514,563 $-95,648
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