LUNGEVITY FOUNDATION INC (EIN 364433410) - 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

2001

Legal Domicile

Principal Officer

ANDREA STERN FERRIS

Phone

3124076100

Tax Period

2024-07-01 to 2025-06-30

LUNGEVITY FOUNDATION INC, founded in 2001, is a mid-sized nonprofit in the Medical Research sector that reported $14.2M in total revenue in fiscal year 2024.

Mission

LUNGEVITY FOUNDATION IS FIRMLY COMMITTED TO MAKING AN IMMEDIATE IMPACT ON INCREASING QUALITY-OF-LIFE AND SURVIVORSHIP OF PEOPLE WITH LUNG CANCER BY ACCELERATING RESEARCH INTO EARLY DETECTION AND MORE EFFECTIVE TREATMENTS, AS WELL AS PROVIDING COMMUNITY, SUPPORT AND EDUCATION FOR ALL THOSE AFFECTED BY THE DISEASE.

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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 $14,627,477

Program Service Revenue $0

Investment Income $36,657

Other Revenue $-426,165

TOTAL REVENUE $14,237,969

Expense Breakdown

Grants Paid $4,259,119

Salaries & Benefits $6,406,047

Fundraising Expenses $1,479,563

Program Expenses $12,385,425

Other Expenses $3,890,692

TOTAL EXPENSES $14,555,858

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,237,969	$13,750,114	+0.0%
Expenses	$14,555,858	$15,901,116	-0.1%
Net Income	$-317,889	$-2,151,002	-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

Volunteers

200

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

$376,227

Total Directors

$174,225

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
UPAL BASU ROY	EXECUTIVE DIRECTOR OF RESEARCH	40.00	Highest	$214,132	$21,276	$235,408
WENDY KLEIN	CHIEF STRATEGY OFFICER	40.00	Officer	$183,750	$18,252	$202,002
MERIAM DRISS	EVP, STRATEGY & BUSINESS DEVELOPMENT	40.00	Highest	$179,371	$36,057	$215,428
NICOLE MARTIN	DIR OF PRECISION MEDICINE	40.00	Highest	$172,107	$30,304	$202,411
LEAH FINE	VP, EARLY LUNG CANCER CENTER	40.00	Highest	$152,500	$16,171	$168,671
ANDREA STERN FERRIS	PRESIDENT & CEO	40.00	Officer Director	$140,525	$33,700	$174,225
AMY MOORE	VP GLOBAL ENGAGEMENT & PARTNERSHIPS - TERM	40.00	Highest	$184,843	$1,024	$185,867
LYNNE DOUGHTIE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
NICHELLE STIGGER	SECRETARY	2.00	Officer Director	$0	$0	$0
ALEX STERN	TREASURER	2.00	Officer Director	$0	$0	$0
JASON BERNARD	DIRECTOR	2.00	Director	$0	$0	$0
TERRI ANN DIJULIO	DIRECTOR	2.00	Director	$0	$0	$0
BJ JONES	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER KASHATUS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL KOLODZIEJ	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL MARQUIS	DIRECTOR	2.00	Director	$0	$0	$0
BARRY NELSON	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT NEWMAN	DIRECTOR	2.00	Director	$0	$0	$0
ANDRE OWENS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL PARISI	DIRECTOR	2.00	Director	$0	$0	$0
DR CHARLES RUDIN	DIRECTOR	2.00	Director	$0	$0	$0
FRANK SIERAWSKI	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW STERN	DIRECTOR	2.00	Director	$0	$0	$0
PAUL G STERN	DIRECTOR	2.00	Director	$0	$0	$0
DR ROBERT WINN MD	DIRECTOR	2.00	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
2025	$14,237,969	$14,555,858	$6,169,133	$-317,889
2024	$13,750,114	$15,901,116	$6,220,479	$-2,151,002
2023	$14,391,489	$18,403,410	$8,760,023	$-4,011,921
2022	$14,543,433	$13,663,151	$12,082,053	$880,282
2021	$16,252,276	$10,470,103	$11,167,743	$5,782,173
2020	$11,431,213	$9,433,671	$5,616,354	$1,997,542
2019	$8,188,632	$8,369,283	$3,281,543	$-180,651

LUNGEVITY FOUNDATION INC