PIONEER VALLEY LIFE SCIENCES INSTITUTE OF BAYSTATE MEDICAL & UMASS AMHERSTINC (EIN 571183126) - 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

2004

Legal Domicile

Principal Officer

LAURIE MARTIN

Phone

4137947833

Tax Period

2023-10-01 to 2024-09-30

PIONEER VALLEY LIFE SCIENCES INSTITUTE OF BAYSTATE MEDICAL & UMASS AMHERSTINC, founded in 2004, is a micro nonprofit in the Medical Research sector that reported $82K in total revenue in fiscal year 2023. Expenses of $227K exceeded revenue, resulting in a 176% operating deficit.

Mission

IMPROVE HUMAN HEALTH BY DEVELOPING NEW APPROACHES FOR THE DIAGNOSIS & TREATMENT OF 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 $82,298

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $82,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $214,795

Other Expenses $226,896

TOTAL EXPENSES $226,896

Year-over-Year Comparison

	2023	2022	Change
Revenue	$82,298	$81,262	+0.0%
Expenses	$226,896	$227,665	0.0%
Net Income	$-144,598	$-146,403	0.0%

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
PETER REINHART PHD	CHAIR	5.00	Officer Director	$0	$0	$0
PETER FRIEDMANN	VICE CHAIR	5.00	Officer Director	$0	$0	$0
PATRICK SHEEHY	DIRECTOR; TREASURER (END 6/2024)	5.00	Officer Director	$0	$0	$0
ANDREW MANGELS	DIRECTOR (END 7/2024)	5.00	Director	$0	$0	$0
KEITH PARENT	DIRECTOR	5.00	Director	$0	$0	$0
JAY STEINGRUB	DIRECTOR	5.00	Director	$0	$0	$0
LAURA VANDENBERG	DIRECTOR	5.00	Director	$0	$0	$0
D JOSEPH JERRY	DIRECTOR; EX-OFFICIO (END 8/2024)	5.00	Director	$0	$0	$0
ASHRAF KHAN MD	DIRECTOR (START 7/2024)	5.00	Director	$0	$0	$0
TASHANNA MYERS MD	DIRECTOR (START 7/2024)	5.00	Director	$0	$0	$0
RAYMOND MCCARTHY	CFO	5.00	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	$82,298	$226,896	$756,115	$-144,598
2023	$81,262	$227,665	$867,391	$-146,403
2022	$78,598	$241,703	$982,741	$-163,105
2021	$145,961	$254,386	$1,115,623	$-108,425
2020	$5	$255,041	$1,227,576	$-255,036
2019	$5	$260,175	$1,416,172	$-260,170
2018	$77,468	$264,620	$1,606,937	$-187,152

PIONEER VALLEY LIFE SCIENCES INSTITUTE OF BAYSTATE MEDICAL & UMASS AMHERSTINC