SHWACHMAN-DIAMOND SYNDROME FOUNDATION (EIN 431709945) - 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

Phone

9782901224

Tax Period

2024-01-01 to 2024-12-31

SHWACHMAN-DIAMOND SYNDROME FOUNDATION is a micro nonprofit in the Human Services sector that reported $84K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $139K exceeded revenue, resulting in a 66% operating deficit.

Mission

RAISING AWARENESS OF AND SUPPORT FOR THE SHWACHMAN-DAIMOND SYNDROME DISEASE. THIS IS DONE THROUGH EDUCATIONAL CONFERENCES AND THE PUBLICAITON OF PERIODALCS SUCH AS NEWSLETTERS AND BROUCHURES. RESEARCH GRANTS ARE ALSO AWARDED FOR THE STUDY OF THE SYNDROME.

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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 $78,872

Program Service Revenue $0

Investment Income $4,798

Other Revenue $0

TOTAL REVENUE $83,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,536

Fundraising Expenses $0

Program Expenses $117,557

Other Expenses $122,066

TOTAL EXPENSES $138,602

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,670	$65,182	+0.3%
Expenses	$138,602	$46,769	+2.0%
Net Income	$-54,932	$18,413	-4.0%

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
JOAN MOWERY	President	5.00	Officer Director	$0	$0	$0
CHRISTIAN DEL RE	Vice President	5.00	Officer Director	$0	$0	$0
MARY BALINT	Secretary	5.00	Officer Director	$0	$0	$0
JOHN WALL	Treasurer	5.00	Officer Director	$0	$0	$0
BRYAN SAMPLE	Advisor	5.00	Director	$0	$0	$0
DEANA VALIANTE	OUTSIDE DIR	5.00	Director	$0	$0	$0
SHARI ST HILAIRE	OUTSIDE DIR	5.00	Director	$0	$0	$0
TOM DAHLMAN	OUTSIDE DIR	5.00	Director	$0	$0	$0
PAMELA MILLER	Executive Dir.	5.00	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	No data	No data	No data	No data
2024	$83,670	$138,602	$206,848	$-54,932
2023	$65,182	$46,769	$268,839	$18,413
2022	$65,663	$145,719	$244,899	$-80,056
2021	$192,083	$35,612	$358,310	$156,471
2021	$157,084	$35,215	$323,708	$121,869
2019	$65,678	$108,668	$224,102	$-42,990
2018	$154,356	$79,821	$263,680	$74,535

SHWACHMAN-DIAMOND SYNDROME FOUNDATION