SURGICAL INFECTION SOCIETY FOUNDAT… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

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 TO PURSUE STUDIES DURING THEIR EARLY PERIOD OF ACADEMIC CAREER IN SURGICAL INFECTIOUS DISEASE.

Program Service Accomplishments

Program 1

Expenses: $109,600

TYPE OF RESEARCH PROJECT, SIGNIFICANCE OF THIS RESEARCH, METHODS & DESIGN, APPROPRIATE INSTITUTIONAL APPROVALS, AND LETTER OF SUPPORT FROM DEPARTMENT CHAIR ARE THE PRINCIPAL CRITERIA FOR RECIPENTS...

TYPE OF RESEARCH PROJECT, SIGNIFICANCE OF THIS RESEARCH, METHODS & DESIGN, APPROPRIATE INSTITUTIONAL APPROVALS, AND LETTER OF SUPPORT FROM DEPARTMENT CHAIR ARE THE PRINCIPAL CRITERIA FOR RECIPENTS. RECIPENTS MUST BE MEDICAL DOCTORS WHO HAVE COMPLETED THEIR RESIDENCY. FIRST SCHOLARSHIP WAS AWARDED IN 1998.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
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

SURGICAL INFECTION SOCIETY FOUNDATION FOR EDUCATION AND RESEARCH