Profectum Foundation (EIN 452496842) - 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

2011

Legal Domicile

Phone

9735314376

Tax Period

2022-07-01 to 2023-06-30

Profectum Foundation, founded in 2011, is a small nonprofit in the Diseases & Disorders sector that reported $727K in total revenue in fiscal year 2022. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $654K left a modest 10% surplus.

Mission

Profectums mission is to provide DIR education and training for practitioners, educators, and families, connecting them to the critical resources needed to maximize the development of neurodiverse individuals with autism and other developmental and mental health challenges. Together, we work across disciplines to convene people, disseminate information, and build community.

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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 (2022)

Revenue Breakdown

Contributions & Grants $235,854

Program Service Revenue $486,285

Investment Income $4,478

Other Revenue $0

TOTAL REVENUE $726,617

Expense Breakdown

Grants Paid $0

Salaries & Benefits $210,000

Fundraising Expenses $16,568

Program Expenses $478,002

Other Expenses $443,522

TOTAL EXPENSES $653,522

Year-over-Year Comparison

	2022	2021	Change
Revenue	$726,617	$464,935	+0.6%
Expenses	$653,522	$497,280	+0.3%
Net Income	$73,095	$-32,345	-3.3%

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

$210,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Reilly	Executive Dir.	40.00	Officer	$210,000	$0	$210,000
Ricki Robinson	President	4.00	Officer Director	$0	$0	$0
Richard Long	Treasurer	4.00	Officer Director	$0	$0	$0
Cuong Do	Vice President	4.00	Officer Director	$0	$0	$0
Kenneth Lloyd	Secretary	4.00	Officer Director	$0	$0	$0
Geoffrey Bracken	Director	2.00	Director	$0	$0	$0
Harry DeMeo	Director	2.00	Director	$0	$0	$0
Monica Osgood	Director	2.00	Director	$0	$0	$0
Shirlee Taylor	Director	2.00	Director	$0	$0	$0
Serena Wieder	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$726,617	$653,522	$1,031,526	$73,095
2023	$736,862	$504,105	$1,096,039	$232,757
2022	$464,935	$497,280	$817,129	$-32,345
2021	$981,806	$395,150	$838,880	$586,656
2020	$455,455	$431,834	$253,571	$23,621
2019	$641,598	$547,683	$268,130	$93,915

Profectum Foundation