JCAHPO EDUCATION AND RESEARCH FOUNDATION (EIN 411681301) - 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

1990

Legal Domicile

Principal Officer

LYNN D ANDERSON PHD

Phone

6517312944

Tax Period

2023-08-01 to 2024-07-31

JCAHPO EDUCATION AND RESEARCH FOUNDATION, founded in 1990, is a micro nonprofit in the Health Care sector that reported $97K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $74K, a strong 76% operating margin.

Mission

TO EXPAND AND STRENGTHEN THE DELIVERY OF EYE CARE.

🔒

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 $33,448

Program Service Revenue $0

Investment Income $63,345

Other Revenue $0

TOTAL REVENUE $96,793

Expense Breakdown

Grants Paid $15,786

Salaries & Benefits $0

Fundraising Expenses $709

Program Expenses $15,948

Other Expenses $7,269

TOTAL EXPENSES $23,055

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,793	$104,219	-0.1%
Expenses	$23,055	$43,822	-0.5%
Net Income	$73,738	$60,397	+0.2%

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

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

$498,288

Total Directors

$20,040

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER DONSHIK MD	CO-CHAIR	2.00	Officer Director	$0	$0	$20,040
WILLIAM EHLERS MD	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHELLE PETT HERRIN COMT	CO-CHAIR	2.00	Officer Director	$0	$0	$0
MICHELLE WILLIS COMT OSA	DIRECTOR	2.00	Director	$0	$0	$0
JEANNINE BAYARD MPH	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN BUSCH BA COMT	DIRECTOR	2.00	Director	$0	$0	$0
NEIL CHOPLIN MD	DIRECTOR	2.00	Director	$0	$0	$0
MANDI D CONWAY MD FACS	TREASURER	2.00	Officer Director	$0	$0	$0
LYNN ANDERSON PHD	SECRETARY/CEO	5.00	Officer	$0	$29,406	$478,248

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	$96,793	$23,055	$1,860,366	$73,738
2023	$104,219	$43,822	$1,673,097	$60,397
2022	$97,423	$29,621	$1,586,740	$67,802
2021	$216,495	$40,196	$1,662,455	$176,299
2020	$93,369	$36,540	$1,332,500	$56,829
2019	$98,879	$37,334	$1,281,643	$61,545

JCAHPO EDUCATION AND RESEARCH FOUNDATION