THE SURGICAL ENDOWMENT FUND OF THE UNITED STATES (EIN 363323197) - 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

1985

Legal Domicile

Principal Officer

SIVA VITHIANANTHAN MD

Phone

3127876274

Tax Period

2024-01-01 to 2024-12-31

THE SURGICAL ENDOWMENT FUND OF THE UNITED STATES, founded in 1985, is a micro nonprofit that reported $18K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9K, a strong 54% operating margin.

Mission

TEACHING & ADVANCING THE ART & SCIENCE OF SURGERY

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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 (2024)

Revenue Breakdown

Contributions & Grants $805

Program Service Revenue $0

Investment Income $16,810

Other Revenue $0

TOTAL REVENUE $17,615

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,500

Other Expenses $632

TOTAL EXPENSES $8,132

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,615	$13,325	+0.3%
Expenses	$8,132	$8,075	+0.0%
Net Income	$9,483	$5,250	+0.8%

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

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
SHARIQUE NAZIR MD	CHAIR	2.00	Officer Director	$0	$0	$0
MAYUR NARAYAN MD	TREASURER	2.00	Officer Director	$0	$0	$0
ANTHONY DARDANO	SECRETARY	2.00	Officer Director	$0	$0	$0
HARRY ANDERSON MD	TRUSTEE	1.00	Director	$0	$0	$0
SAPTARSHI BISWAS MD	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN DOMINGUEZ MD	TRUSTEE	1.00	Director	$0	$0	$0
ERIKA FELLINGER MD	TRUSTEE	1.00	Director	$0	$0	$0
PETER KENNEALEY MD	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA MAMMEN	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA SANTANA	TRUSTEE	1.00	Director	$0	$0	$0
SIVA VITHIANANTHAN MD	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	$17,615	$8,132	$675,497	$9,483
2023	$13,325	$8,075	$605,012	$5,250
2022	$10,535	$8,390	$538,980	$2,145
2021	$10,756	$7,990	$609,795	$2,766
2020	$12,578	$7,965	$548,107	$4,613
2019	$13,666	$7,940	$505,396	$5,726

THE SURGICAL ENDOWMENT FUND OF THE UNITED STATES