Preventive Medicine Successor Entity (EIN 521385415) - 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

1984

Legal Domicile

Principal Officer

Allison L Lewis

Phone

2024630500

Tax Period

2024-01-01 to 2024-12-31

Preventive Medicine Successor Entity, founded in 1984, is a community nonprofit in the Medical Research sector that reported $8.1M in total revenue in fiscal year 2024. Revenue surged 722% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.8M, a strong 96% operating margin.

Mission

To publish a scientific journal

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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 $0

Program Service Revenue $257,276

Investment Income $7,852,147

Other Revenue $0

TOTAL REVENUE $8,109,423

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156,683

Other Expenses $325,083

TOTAL EXPENSES $325,083

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,109,423	$986,062	+7.2%
Expenses	$325,083	$936,090	-0.7%
Net Income	$7,784,340	$49,972	+154.8%

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
Rosemary Caron	Chair	4.00	Officer Director	$0	$0	$0
Leila C Kahwati	Secretary	4.00	Officer Director	$0	$0	$0
Carolyn DiGuiseppi	Treasurer	4.00	Officer Director	$0	$0	$0
Alex E Crosby	Governor	4.00	Director	$0	$0	$0
Scott Frank	Governor	4.00	Director	$0	$0	$0
Woodie Kessell	Governor	4.00	Director	$0	$0	$0
Cara Pennel	Governor	4.00	Director	$0	$0	$0
Hunter Smith	Governor	4.00	Director	$0	$0	$0
Ryung Suh	Governor	4.00	Director	$0	$0	$0
Allison Lewis	Exec Dir./Asst. Treasurer-Ex-Officio	2.00	Officer	$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	$8,109,423	$325,083	$73,405	$7,784,340
2023	$986,062	$936,090	$1,213,578	$49,972
2022	$998,086	$1,076,357	$1,126,213	$-78,271
2021	$930,351	$948,306	$1,221,865	$-17,955
2020	$1,010,367	$891,652	$1,222,293	$118,715
2019	$986,893	$887,007	$1,192,577	$99,886
2018	$933,766	$908,193	$1,124,011	$25,573

Preventive Medicine Successor Entity