NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND (EIN 522059102) - 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

1997

Legal Domicile

Principal Officer

DEBRA BENAVRAM

Phone

3019076977

Tax Period

2022-01-01 to 2022-10-02

NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND, founded in 1997, is a small nonprofit that reported $477K in total revenue in fiscal year 2022. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $843K exceeded revenue, resulting in a 77% operating deficit.

Mission

THE NBFRET IS A PRIVATE TRUST ORGANIZED FOR CHARITABLE PURPOSES AND IS CLASSIFIED AS A "TYPE III" SUPPORTING ORGANIZATION OPERATING EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $476,525

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $476,525

Expense Breakdown

Grants Paid $750,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $778,820

Other Expenses $93,167

TOTAL EXPENSES $843,167

Year-over-Year Comparison

	2022	2021	Change
Revenue	$476,525	$616,602	-0.2%
Expenses	$843,167	$592,403	+0.4%
Net Income	$-366,642	$24,199	-16.2%

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

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

$681,424

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS HROUDA	CHAIR	2.00	Officer Director	$0	$0	$0
JOSE A CANCELAS PEREZ	TRUSTEE	1.00	Director	$0	$0	$0
COL G MICHAEL FITZPATRICK	TRUSTEE	1.00	Director	$0	$0	$0
KEENYN MCFARLANE	TRUSTEE	1.00	Director	$0	$0	$0
AARON TOBIAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE WEATHERSBY	TRUSTEE	1.00	Director	$0	$0	$0
BRADLEY KENDREX	TRUSTEE	1.00	Director	$0	$0	$0
MARY VEAZIE	TRUSTEE	1.00	Director	$0	$0	$0
KARINA YAZDANBAKHSH	TRUSTEE	1.00	Director	$0	$0	$0
DEBRA BENAVRAM	CEO	2.00	Officer	$0	$11,294	$681,424

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
2022	$476,525	$843,167	No data	$-366,642
2021	$616,602	$592,403	$19,338,197	$24,199
2020	$1,392,280	$873,026	$17,478,142	$519,254
2019	$920,057	$666,413	$15,867,222	$253,644
2018	$1,082,754	$786,718	$13,474,808	$296,036

NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND