NAPA MEDICAL RESEARCH FOUNDATION

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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

2014

Legal Domicile

Principal Officer

HANNA STOLARCZYK

Phone

3127742500

Tax Period

2022-01-01 to 2022-12-31

NAPA MEDICAL RESEARCH FOUNDATION, founded in 2014, is a small nonprofit that reported $327K in total revenue in fiscal year 2022. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $970K exceeded revenue, resulting in a 197% operating deficit.

Mission

THE PURPOSE OF NAPA MEDICAL RESEARCH FOUNDATION IS TO ENGAGE IN CHARITABLE AND EDUCATIONAL ACTIVITIES AND TO CONDUCT CLINICAL AND BASIC SCIENCE RESEARCH RELATING TO THE DIAGNOSIS, TREATMENT AND CURE OF CONDITIONS AFFECTING NERVES, MUSCLES, BONES AND JOINTS IN ADULTS AND CHILDREN. IN ADDITION, OUR GOAL IS TO SHARE OUR FINDINGS WITHIN THEMEDICAL PROFESSION AND TARGET POPULATIONS TO BENEFIT THE PUBLIC GOOD. UNLIKE OTHER SMALL FOUNDATIONS THAT LIMIT THEIR FOCUS TO A LOCAL COMMUNITY, WE AIM TO SERVE HUMANITY AS A WHOLE.

Program Service Accomplishments

Program 1

Expenses: $951,362

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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 $314,048

Program Service Revenue $0

Investment Income $1,439

Other Revenue $11,040

TOTAL REVENUE $326,527

Expense Breakdown

Grants Paid $115,158

Salaries & Benefits $760,160

Fundraising Expenses $0

Program Expenses $951,362

Other Expenses $94,779

TOTAL EXPENSES $970,097

Year-over-Year Comparison

	2022	2021	Change
Revenue	$326,527	$680,537	-0.5%
Expenses	$970,097	$549,023	+0.8%
Net Income	$-643,570	$131,514	-5.9%

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

N/A

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

$51,500

Total Directors

$14,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES VARTAN	EXECUTIVE DIRECTOR	40.00	Highest	$466,654	$0	$466,654
YVETTE URIBE	CLINICAL RESEARCHER	40.00	Highest	$178,334	$0	$178,334
MARKO BODOR MD	DIRECTOR OF MEDICAL RESEAR	10.00	Officer	$37,500	$0	$37,500
HANNA STOLARCZYK	SECRETARY	5.00	Officer Director	$7,000	$0	$7,000
JOY ORDSTADT	TREASURER	5.00	Officer Director	$7,000	$0	$7,000
ROBERT FOWLES	DIRECTOR	5.00	Director	$0	$0	$0
DANIEL MIRDA MD	DIRECTOR	2.00	Director	$0	$0	$0
KRISTI EBONG	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY SHEN	DIRECTOR	2.00	Director	$0	$0	$0
BETH NOVAK MILLIKEN	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDER DE MORAES MD	DIRECTOR	2.00	Director	$0	$0	$0
JUDITH A MYERS	DIRECTOR	2.00	Director	$0	$0	$0
JOHN DIANA MD	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH GRETCHEN DE BAUBIGNY	DIRECTOR	2.00	Director	$0	$0	$0
PHILIP WEINSTEIN MD	DIRECTOR	2.00	Director	$0	$0	$0
JOANN SERAFINI ROSS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL F T JACKSON	CHAIRMAN	5.00	Officer 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
2022	$326,527	$970,097	No data	$-643,570
2021	$680,537	$549,023	$643,570	$131,514
2020	$640,543	$567,556	$517,056	$72,987
2019	$590,704	$514,504	$439,069	$76,200
2018	$520,383	$477,333	$362,659	$43,050