PETROLEUM ENVIRONMENTAL RESEARCH FORUM PERF (EIN 760166046) - 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

1986

Legal Domicile

Principal Officer

Cristin Bruce

Phone

2815448962

Tax Period

2022-01-01 to 2022-12-31

PETROLEUM ENVIRONMENTAL RESEARCH FORUM PERF, founded in 1986, is a micro nonprofit that reported $52K in total revenue in fiscal year 2022. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $77K exceeded revenue, resulting in a 48% operating deficit.

Mission

provide a stimulus, mechanism, and forum for discussions about cooperative research and development of technology related to any aspect of health, environment, safety, waste reduction, and system integrity for the petroleum 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 (2022)

Revenue Breakdown

Contributions & Grants $52,025

Program Service Revenue $0

Investment Income $8

Other Revenue $0

TOTAL REVENUE $52,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $76,992

TOTAL EXPENSES $76,992

Year-over-Year Comparison

	2022	2021	Change
Revenue	$52,033	$87,007	-0.4%
Expenses	$76,992	$69,417	+0.1%
Net Income	$-24,959	$17,590	-2.4%

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
Bhavana Karnik	Chair	1	Officer	$0	$0	$0
Karrie Smith	Vice Chair	1	Officer	$0	$0	$0
Bernabe Munoz	Webmaster	1	Officer	$0	$0	$0
Cristin Bruce	Treasurer	1	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
2022	$52,033	$76,992	$54,501	$-24,959
2021	$87,007	$69,417	$79,460	$17,590
2020	$102,007	$95,604	$61,870	$6,403
2019	$76,976	$138,149	$55,467	$-61,173
2018	$107,015	$106,626	$116,640	$389

PETROLEUM ENVIRONMENTAL RESEARCH FORUM PERF