THE HEATHER PERKINS TREW FOUNDATION (EIN 352349681) - 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

2008

Legal Domicile

Principal Officer

DEAN PIERCE

Phone

8438425583

Tax Period

2025-01-01 to 2025-12-31

THE HEATHER PERKINS TREW FOUNDATION, founded in 2008, is a micro nonprofit in the Health Care sector that reported $33K in total revenue in fiscal year 2025. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $31K left a modest 6% surplus.

Mission

TO RAISE PUBLIC AWARENESS REGARDING THE NEED FOR ORGAN DONATIONS.

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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 $33,400

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $33,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,375

Other Expenses $31,282

TOTAL EXPENSES $31,282

Year-over-Year Comparison

	2025	2024	Change
Revenue	$33,400	$20,300	+0.6%
Expenses	$31,282	$19,416	+0.6%
Net Income	$2,118	$884	+1.4%

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
JENNIFER BORETTI	TREASURER	N/A	Officer Director	$0	$0	$0
DUDLEY KING	DIRECTOR	N/A	Director	$0	$0	$0
MIKE PETRILLO	DIRECTOR	N/A	Director	$0	$0	$0
DEAN PIERCE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JUDY P TREW	PRESIDENT	N/A	Officer 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
2025	$33,400	$31,282	$4,185	$2,118
2024	$20,300	$19,416	$2,418	$884
2023	$10,325	$14,389	$2,526	$-4,064
2022	$5,215	$12,796	$5,223	$-7,581
2021	$12,430	$10,802	$13,025	$1,628
2020	$5,051	$19,288	$11,176	$-14,237
2019	$39,530	$29,911	$26,778	$9,619
2018	$23,039	$91,540	$16,694	$-68,501

THE HEATHER PERKINS TREW FOUNDATION