THE INTERVENTIONAL INITIATIVE (EIN 473868331) - 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

2015

Legal Domicile

Principal Officer

ISABEL NEWTON

Phone

9256407522

Tax Period

2023-01-01 to 2023-12-31

THE INTERVENTIONAL INITIATIVE, founded in 2015, is a small nonprofit in the Diseases & Disorders sector that reported $158K in total revenue in fiscal year 2023. Revenue surged 627% from the prior year, signaling strong growth momentum. Expenses of $140K left a modest 11% surplus.

Mission

OUR GOAL IS TO EDUCATE THE GENERAL PUBLIC ABOUT MINIMALLY INVASIVE, IMAGE GUIDED PROCEDURES (MIPS) THAT CAN BE PERFORMED BY DEDICATED PHYSICIANS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $157,778

Program Service Revenue $0

Investment Income $80

Other Revenue $195

TOTAL REVENUE $158,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $136,541

Other Expenses $140,208

TOTAL EXPENSES $140,208

Year-over-Year Comparison

	2023	2022	Change
Revenue	$158,053	$21,746	+6.3%
Expenses	$140,208	$90,085	+0.6%
Net Income	$17,845	$-68,339	-1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ISABEL NEWTON MD PHD	CHAIR, ACTING CEO	10.00	Officer Director	$0	$0	$0
MARGARET SIMOR MSN	TREASURER, DIRECTOR	5.00	Officer Director	$0	$0	$0
ERIC KELLER MD MBA	SECRETARY, DIRECTOR	5.00	Director	$0	$0	$0
ANEESA MAJID MD MBA	VICE CHAIR	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
2024	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$158,053	$140,208	$175,979	$17,845
2022	$21,746	$90,085	$153,284	$-68,339
2021	$231,749	$82,216	$228,970	$149,533
2020	$2,662	$4,072	$75,079	$-1,410
2019	$31,676	$33,176	$71,527	$-1,500
2018	$71,065	$109,482	$64,022	$-38,417

THE INTERVENTIONAL INITIATIVE