PACIFIC HEART LUNG & BLOOD INSTITUTE (EIN 383668906) - 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

2002

Legal Domicile

Principal Officer

CLARE CAMERON

Tax Period

2023-01-01 to 2023-12-31

PACIFIC HEART LUNG & BLOOD INSTITUTE, founded in 2002, is a small nonprofit that reported $399K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.4M exceeded revenue, resulting in a 246% operating deficit.

Mission

SERVES AS A CENTER OF CROSS-DISCIPLINARY SCIENTIFIC RESEARCH THAT SIGNIFICANTLY CONTRIBUTES TO DISCOVERIES OF NEW TREATMENTS FOR HEART, LUNG, AND BLOOD DISEASES, AND TO PROVIDE A PLATFORM FOR MEDICAL EDUCATION FOR BOTH CONSUMERS AND PROFESSIONALS

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $398,924

Program Service Revenue $0

Investment Income $21,296

Other Revenue $-20,950

TOTAL REVENUE $399,270

Expense Breakdown

Grants Paid $882,029

Salaries & Benefits $271,662

Fundraising Expenses $8,303

Program Expenses $1,235,466

Other Expenses $229,369

TOTAL EXPENSES $1,383,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$399,270	$353,486	+0.1%
Expenses	$1,383,060	$682,396	+1.0%
Net Income	$-983,790	$-328,910	+2.0%

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

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

$111,826

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLARE CAMERON	PRESIDENT	40.00	Officer	$111,826	$0	$111,826
KRIS A FAIR	DIRECTOR	1.00	Director	$0	$0	$0
YULIA MURZAEVA	MANAGING DIRECTOR	1.00	Director	$0	$0	$0
WARREN SHULMAN	TREASURER	1.00	Director	$0	$0	$0
MICHAEL ARLEN	SECRETARY	1.00	Director	$0	$0	$0
N DANN MOSS	DIRECTOR	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
2023	$399,270	$1,383,060	$300,251	$-983,790
2022	$353,486	$682,396	$1,436,333	$-328,910
2021	$706,290	$828,088	$1,954,311	$-121,798
2020	$1,937,157	$797,648	$1,997,560	$1,139,509
2019	$765,591	$856,349	$717,281	$-90,758
2018	$660,271	$913,136	$807,930	$-252,865

PACIFIC HEART LUNG & BLOOD INSTITUTE