Parkinson's Disease Research and Education Institute (EIN 475056175) - 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

VIVIAN MONTANO

Phone

7605405034

Tax Period

2023-10-01 to 2024-09-30

Parkinson's Disease Research and Education Institute, founded in 2015, is a small nonprofit in the Diseases & Disorders sector that reported $184K in total revenue in fiscal year 2023.

Mission

To help find a cure for Parkinsons disease, to provide aid and education needed to combat the detrimental and life-threatining complications of this devastating disease.

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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 $183,697

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $183,697

Expense Breakdown

Grants Paid $182,613

Salaries & Benefits $0

Fundraising Expenses $1,387

Program Expenses $183,733

Other Expenses $4,855

TOTAL EXPENSES $187,468

Year-over-Year Comparison

	2023	2022	Change
Revenue	$183,697	$174,723	+0.1%
Expenses	$187,468	$177,987	+0.1%
Net Income	$-3,771	$-3,264	+0.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Vivian Montano	President	010.00	Officer Director Key Emp	$0	$0	$0
Javier Lugo	Vice President	002.00	Officer Director	$0	$0	$0
Natasha Linn Evans	Treasurer/Secr	002.00	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
2024	$183,697	$187,468	$12,264	$-3,771
2023	$174,723	$177,987	$16,035	$-3,264
2022	$168,128	$166,092	$19,299	$2,036
2021	$140,641	$144,683	$20,325	$-4,042
2020	$126,479	$128,289	$24,367	$-1,810
2019	$183,790	$162,709	$26,177	$21,081
2018	$453,982	$449,163	$5,096	$4,819

Parkinson's Disease Research and Education Institute