IMMUNE DEFICIENCY FOUNDATION (EIN 521214782) - 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

1980

Legal Domicile

Principal Officer

JOREY BERRY

Phone

4103216647

Tax Period

2024-01-01 to 2024-12-31

IMMUNE DEFICIENCY FOUNDATION, founded in 1980, is a mid-sized nonprofit in the Medical Research sector that reported $10.1M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $9.6M left a modest 5% surplus.

Mission

THE IMMUNE DEFICIENCY FOUNDATION IMPROVES THE DIAGNOSIS, TREATMENT, AND QUALITY OF LIFE OF PEOPLE AFFECTED BY PRIMARY IMMUNODEFICIENCY THROUGH FOSTERING A COMMUNITY EMPOWERED BY ADVOCACY, EDUCATION, AND RESEARCH.

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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 $9,567,648

Program Service Revenue $15,870

Investment Income $548,184

Other Revenue $0

TOTAL REVENUE $10,131,702

Expense Breakdown

Grants Paid $564,056

Salaries & Benefits $4,787,765

Fundraising Expenses $1,074,601

Program Expenses $7,109,733

Other Expenses $4,260,977

TOTAL EXPENSES $9,612,798

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,131,702	$8,985,857	+0.1%
Expenses	$9,612,798	$7,402,254	+0.3%
Net Income	$518,904	$1,583,603	-0.7%

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

698

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

$520,074

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOREY BERRY	PRESIDENT &	40.00	Officer	$291,976	$55,291	$347,267
AIMEE SIMPSON	VP INSTITUTI	40.00	Highest	$157,876	$20,059	$177,935
SARAH ROSE	CFO	40.00	Officer	$147,965	$24,842	$172,807
BRIAN LLOYD	CTO	40.00	Highest	$143,863	$28,724	$172,587
TAMMY BLACK	VP COMMUNICA	40.00	Highest	$151,684	$19,050	$170,734
LYNN ALBIZO	VP PUBLIC PO	40.00	Highest	$142,625	$22,962	$165,587
CHRISTOPHER DUCKETT	DIRECTOR OF	40.00	Highest	$126,700	$29,637	$156,337
JASON ANGELOS	FINANCE CHAI	1.00	Director	$0	$0	$0
PETE ATHERTON	FUTURES CHAI	1.00	Director	$0	$0	$0
COLLEEN DANSEREAU	TRUSTEE	1.00	Director	$0	$0	$0
CHARLENE GRABOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
SETH KAUFMAN	BOARD VICE C	1.00	Officer Director	$0	$0	$0
KATE SULLIVAN MD	MAC CHAIR	1.00	Director	$0	$0	$0
ADRIAN MOLLO	TRUSTEE	1.00	Director	$0	$0	$0
ANDY ROBINS	TRUSTEE	1.00	Director	$0	$0	$0
STELLA SAFO	TRUSTEE	1.00	Director	$0	$0	$0
TRACY A SHAW	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
SONIA VOHNOUT	BOARD SECRET	1.00	Officer Director	$0	$0	$0
PETER WANG	TRUSTEE	1.00	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	$10,131,702	$9,612,798	$18,802,131	$518,904
2023	$8,985,857	$7,402,254	$17,355,217	$1,583,603
2022	$8,852,448	$7,936,471	$14,567,941	$915,977
2021	$9,938,471	$8,023,615	$14,287,227	$1,914,856
2020	$6,782,778	$6,532,541	$12,389,861	$250,237
2019	$9,460,017	$8,601,612	$11,518,997	$858,405
2018	$6,350,758	$6,409,783	$9,299,139	$-59,025

IMMUNE DEFICIENCY FOUNDATION