The Society of Heed Fellows 100-2872 (EIN 341466458) - 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

1987

Legal Domicile

Principal Officer

David J Wilson MD

Phone

5033195968

Tax Period

2025-01-01 to 2025-12-31

The Society of Heed Fellows 100-2872, founded in 1987, is a small nonprofit that reported $159K in total revenue in fiscal year 2025. Net assets of $2.1M represent 161 months of operating reserves.

Mission

The Society of Heed Fellows is organized and operated exclusively to raise the standards of medical care by promoting and advancing the art and sciences of Ophthalmology.

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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 (2025)

Revenue Breakdown

Contributions & Grants $32,150

Program Service Revenue $0

Investment Income $127,098

Other Revenue $0

TOTAL REVENUE $159,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,992

Fundraising Expenses $0

Program Expenses $95,255

Other Expenses $62,043

TOTAL EXPENSES $174,290

Year-over-Year Comparison

	2025	2024	Change
Revenue	$159,248	$152,616	+0.0%
Expenses	$174,290	$160,742	+0.1%
Net Income	$-15,042	$-8,126	+0.9%

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
R V Paul Chan	Individual Trustee	1.00	Director	$0	$0	$0
Kathryn A Colby	Individual Trustee	1.00	Director	$0	$0	$0
Stacy Pineles	Individual Trustee	1.00	Director	$0	$0	$0
Marco A Zarbin	Individual Trustee	1.00	Director	$0	$0	$0
Pradeep Ramulu	Individual Trustee	1.00	Director	$0	$0	$0
David J Wilson	Executive Secretary	4.00	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
2025	$159,248	$174,290	$2,141,990	$-15,042
2024	$152,616	$160,742	$2,157,682	$-8,126
2023	$80,690	$220,195	$2,166,655	$-139,505
2022	$168,577	$83,884	$2,306,158	$84,693
2021	$181,551	$70,066	$2,221,465	$111,485
2020	$106,559	$119,064	$2,109,981	$-12,505
2019	$131,076	$101,837	$2,122,486	$29,239
2018	$699,372	$109,526	$2,093,247	$589,846

The Society of Heed Fellows 100-2872