PRINT EDUCATION & RESEARCH FOUNDATION (PERF) (EIN 521542298) - 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

1987

Legal Domicile

Principal Officer

SUNNY LI

Phone

7326107034

Tax Period

2023-11-01 to 2024-04-01

PRINT EDUCATION & RESEARCH FOUNDATION (PERF), founded in 1987, is a small nonprofit that reported $240K in total revenue in fiscal year 2017. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 31% operating margin.

Mission

PROVIDE RESEARCH AND EDUCATION FOR THE BUSINESS DOCUMENT AND RELATED COMMUNICATIONS SEGMENT OF THE PRINTING INDUSTRY.

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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 $0

Program Service Revenue $0

Investment Income $117,052

Other Revenue $0

TOTAL REVENUE $117,052

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,226

TOTAL EXPENSES $6,226

Year-over-Year Comparison

	2023	2022	Change
Revenue	$117,052	$-1,248	-94.8%
Expenses	$6,226	$276,763	-1.0%
Net Income	$110,826	$-278,011	-1.4%

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
NATHAN GOLDBERG	CHAIRMAN	2.00	Officer Director	$0	$0	$0
AARON DUMKE	TRUSTEE	1.00	Director	$0	$0	$0
ERIC GRANATA	TRUSTEE	1.00	Director	$0	$0	$0
BILL JOHNSTONE	TRUSTEE	1.00	Director	$0	$0	$0
ADAM MCNEILL	TRUSTEE	1.00	Director	$0	$0	$0
BOB SAUNDERS	TRUSTEE	1.00	Director	$0	$0	$0
DANA ZEZZO	TRUSTEE	1.00	Director	$0	$0	$0
T JOHN MEHL	TRUSTEE (NON-VOTING)	1.00	Director	$0	$0	$0
MATT BRUNO	EVP - BRAND CHAIN	1.00	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	$117,052	$6,226	No data	$110,826
2023	$-1,248	$276,763	$2,211,508	$-278,011
2022	$139,108	$235,978	$2,371,213	$-96,870
2021	$638,818	$109,800	$3,059,865	$529,018
2020	$249,561	$171,247	$2,538,671	$78,314
2019	$125,438	$33,760	$2,798,912	$91,678
2018	$239,854	$165,959	$2,680,197	$73,895

PRINT EDUCATION & RESEARCH FOUNDATION (PERF)