PULMONARY EDUCATION & RESEARCH FOU… - 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

1984

Legal Domicile

Principal Officer

ANITA GASH

Phone

3105398390

Tax Period

2021-07-01 to 2022-06-24

PULMONARY EDUCATION & RESEARCH FOUNDATION, founded in 1984, is a small nonprofit that reported $151K in total revenue in fiscal year 2021. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $803K exceeded revenue, resulting in a 433% operating deficit.

Mission

PERF'S MISSION IS TO IMPROVE THE LIVES OF THOSE WHO EXPERIENCE BREATHING DIFFICULTIES, THROUGH SUPPORT OF CLINICAL AND TRANSLATIONAL RESEARCH AND EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $70,805

MAINTENANCE OF A WEBSITE AND EDUCATIONAL MATERIALS FOR THOSE SEEKING INFORMATION REGARDING CHRONIC PULMONARY DISEASE.

Program 2

Expenses: $732,654

PROVIDE FUNDING FOR RESEARCH AND EDUCATIONAL PROGRAM TO BRING BENEFITS TO PATIENTS WITH RESPIRATORY SYMPTOMS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $134,217

Program Service Revenue $0

Investment Income $16,462

Other Revenue $0

TOTAL REVENUE $150,679

Expense Breakdown

Grants Paid $732,654

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $803,459

Other Expenses $70,805

TOTAL EXPENSES $803,459

Year-over-Year Comparison

	2021	2020	Change
Revenue	$150,679	$710,895	-0.8%
Expenses	$803,459	$141,174	+4.7%
Net Income	$-652,780	$569,721	-2.1%

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

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
WILLIAM STRINGER MD	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE GARVEY	DIRECTOR	1.00	Director	$0	$0	$0
MARY BARNETT	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN L TIEP MD	DIRECTOR (THROUGH 4-22-22)	1.00	Director	$0	$0	$0
PETER D PETTLER ESQ	DIRECTOR	2.00	Director	$0	$0	$0
JANOS PORSZASZ MD	DIRECTOR	3.00	Director	$0	$0	$0
RONALD J OUDIZ MD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT CHANG MD	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE TOSOLINI	DIRECTOR	1.00	Director	$0	$0	$0
NICK TILLER PHD	DIRECTOR	1.00	Director	$0	$0	$0
ASGHAR ABBASI PHD	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD CASABURI MD	PRESIDENT	4.00	Officer	$0	$0	$0
MARY BURNS RN	EXEC V.P.	25.00	Officer	$0	$0	$0
ANITA GASH	TREASURER	30.00	Officer	$0	$0	$0
HARRY ROSSITER PHD	SECRETARY	6.00	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
2022	$150,679	$803,459	No data	$-652,780
2021	$710,895	$141,174	$652,780	$569,721

PULMONARY EDUCATION & RESEARCH FOUNDATION