THE THORACIC SURGERY FOUNDATION (EIN 363635910) - Form 990 Financial Analysis & Trantor Score

🔒

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

1988

Legal Domicile

Phone

3122025815

Tax Period

2024-01-01 to 2024-12-31

THE THORACIC SURGERY FOUNDATION, founded in 1988, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2024. The organization ran a surplus of $1.1M, a strong 35% operating margin.

Mission

THE MISSION OF TSF IS TO ADVANCE HEART AND LUNG HEALTH FOR ALL.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $2,814,859

Program Service Revenue $0

Investment Income $237,331

Other Revenue $0

TOTAL REVENUE $3,052,190

Expense Breakdown

Grants Paid $1,833,233

Salaries & Benefits $0

Fundraising Expenses $69,453

Program Expenses $1,806,043

Other Expenses $158,782

TOTAL EXPENSES $1,992,015

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,052,190	$2,905,516	+0.1%
Expenses	$1,992,015	$3,305,471	-0.4%
Net Income	$1,060,175	$-399,955	-3.7%

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

146

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

$227,714

Total Directors

$9,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anthony L Estrera	Treasurer	12.0	Officer Director	$0	$0	$0
Joseph A Dearani	President	12.0	Officer Director	$0	$0	$0
Juan A Crestanello	Secetary	12.0	Officer Director	$0	$0	$0
Virginia R Litle	Vice President	12.0	Officer Director	$0	$0	$0
Carolyn A Dubeau	Director	4.0	Director	$0	$0	$0
Edward P Chen	Director	4.0	Director	$0	$0	$0
Elaine E Tseng	Director	4.0	Director	$0	$0	$0
Emily A Farkas	Director - Started 01/26/24	4.0	Director	$0	$0	$0
Gorav Ailawadi	Director	4.0	Director	$0	$0	$0
Jennifer C Romano	Director - Started 01/26/24	4.0	Director	$0	$0	$8,000
Karen M Kim	Director	4.0	Director	$0	$0	$0
Meena Nathan	Director	4.0	Director	$0	$0	$0
Melanie A Edwards	Director	4.0	Director	$0	$0	$0
Scott A LeMaire	Director	4.0	Director	$0	$0	$0
Thomas E MacGillivray	Director - Thru 01/26/24	4.0	Director	$0	$0	$0
Tom C Nguyen	Director	4.0	Director	$0	$0	$0
Vinod H Thourani	Director - Thru 01/26/24	4.0	Director	$0	$0	$1,000
Lee A Wiensch	Executive Director	40.0	Officer	$0	$51,608	$227,714

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	$3,052,190	$1,992,015	$11,401,896	$1,060,175
2023	$2,905,516	$3,305,471	$9,926,161	$-399,955
2022	$2,542,826	$1,621,236	$8,089,405	$921,590
2021	$3,432,295	$1,131,926	$7,716,279	$2,300,369
2020	$1,400,211	$1,108,220	$5,251,287	$291,991
2019	$1,896,136	$1,274,991	$4,803,180	$621,145
2018	$1,561,172	$1,234,592	$3,887,726	$326,580

THE THORACIC SURGERY FOUNDATION