THE PULMONARY HYPERTENSION ASSOCIATION INC (EIN 650880021) - 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

1998

Legal Domicile

Principal Officer

MATIAS GRANATO

Phone

3015653004

Tax Period

2024-01-01 to 2024-12-31

THE PULMONARY HYPERTENSION ASSOCIATION INC, founded in 1998, is a community nonprofit in the Diseases & Disorders sector that reported $8.5M in total revenue in fiscal year 2024. Net assets of $21.3M represent 30 months of operating reserves.

Mission

TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH).

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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 $5,831,537

Program Service Revenue $1,318,127

Investment Income $998,508

Other Revenue $312,389

TOTAL REVENUE $8,460,561

Expense Breakdown

Grants Paid $310,000

Salaries & Benefits $4,169,584

Fundraising Expenses $928,455

Program Expenses $6,308,713

Other Expenses $4,388,890

TOTAL EXPENSES $8,868,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,460,561	$7,853,357	+0.1%
Expenses	$8,868,474	$7,471,678	+0.2%
Net Income	$-407,913	$381,679	-2.1%

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

4200

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

$512,155

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACI STEWART RN MSN CHFN	CHAIR	3.00	Officer Director	$0	$0	$0
MITCHELL KOPPELMAN PHD	CHAIR ELECT	3.00	Officer Director	$0	$0	$0
MIKE LENTZ	TREASURER	3.00	Officer Director	$0	$0	$0
NICOLE CREECH	SECRETARY	3.00	Officer Director	$0	$0	$0
TONY LAHNSTON	IMMEDIATE PAST CHAIR	3.00	Director	$0	$0	$0
TODD BULL MD	TRUSTEE	3.00	Director	$0	$0	$0
CHARLES BURGER MD	TRUSTEE	3.00	Director	$0	$0	$0
COLLEEN CONNOR	TRUSTEE	3.00	Director	$0	$0	$0
RAMONA DOYLE MD	TRUSTEE	3.00	Director	$0	$0	$0
MARDI GOMBERG-MAITLAND	TRUSTEE	3.00	Director	$0	$0	$0
TISHA KIVETT	TRUSTEE	3.00	Director	$0	$0	$0
MICHELLE LIU MD	TRUSTEE	3.00	Director	$0	$0	$0
MELISSA MAGNESS	TRUSTEE	3.00	Director	$0	$0	$0
MIKE NAPLE	TRUSTEE	3.00	Director	$0	$0	$0
MONICA PENARANDA	TRUSTEE	3.00	Director	$0	$0	$0
JODY PETRY	TRUSTEE	3.00	Director	$0	$0	$0
DIANE RAMIREZ	TRUSTEE	3.00	Director	$0	$0	$0
DOUG TAYLOR	TRUSTEE	3.00	Director	$0	$0	$0
MATT WALL	TRUSTEE	3.00	Director	$0	$0	$0
KELLY WIEGELE	TRUSTEE	3.00	Director	$0	$0	$0
DELPHINE YUNG MD	TREASURER	3.00	Director	$0	$0	$0
MATIAS GRANATO	PRESIDENT & CEO	37.50	Officer	$316,682	$13,343	$330,025
TERESITA ESPOSITO	VP - FINANCE & OPERATIONS	37.50	Officer	$173,967	$8,163	$182,130
KEVIN HEYEN	VP - DEVELOPMENT	37.50	Highest	$174,823	$7,492	$182,315
ELIZABETH JOSELOFF	VP - QUALITY CARE & RESEARCH	37.50	Highest	$162,392	$16,622	$179,014
KAREN SMAALDERS	VP - COMMUNICATIONS & MARKETING	37.50	Highest	$149,656	$13,723	$163,379
KATHERINE KRONER	VP - ADVOCACY & PATIENT ENGAGEMENT	37.50	Highest	$158,331	$7,336	$165,667
LAVINA GROVER	VP - MEETINGS (THRU AUGUST)	37.50	Highest	$121,263	$5,106	$126,369

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	$8,460,561	$8,868,474	$24,745,734	$-407,913
2023	$7,853,357	$7,471,678	$24,525,243	$381,679
2022	$6,298,792	$6,357,695	$22,639,344	$-58,903
2021	$6,905,835	$5,251,835	$23,595,469	$1,654,000
2020	$4,744,900	$4,785,935	$20,654,904	$-41,035
2019	$7,865,980	$6,116,064	$19,962,681	$1,749,916
2018	$7,024,047	$7,471,134	$17,192,350	$-447,087

THE PULMONARY HYPERTENSION ASSOCIATION INC