WILLS EYE ALUMNI SOCIETY (EIN 810737759) - 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

2015

Legal Domicile

Principal Officer

Christine Chung MD

Phone

6106491970

Tax Period

2023-01-01 to 2023-12-31

WILLS EYE ALUMNI SOCIETY, founded in 2015, is a small nonprofit in the Health Care sector that reported $941K in total revenue in fiscal year 2023. Revenue surged 105% from the prior year, signaling strong growth momentum. The organization ran a surplus of $214K, a strong 23% operating margin.

Mission

To promote & advance the science & art of ophthalmology, enhance & support the education & training of residents & fellows of ophthalmology at the Wills Eye Institute, encourage & support research in ophthalmology, promote the continued existence of Wills Eye Hospital & to sponsor an annual conference pertaining to ophthalmology.

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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 $345,772

Program Service Revenue $329,622

Investment Income $265,619

Other Revenue $0

TOTAL REVENUE $941,013

Expense Breakdown

Grants Paid $124,613

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $632,191

Other Expenses $602,691

TOTAL EXPENSES $727,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$941,013	$459,848	+1.0%
Expenses	$727,304	$479,709	+0.5%
Net Income	$213,709	$-19,861	-11.8%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Robert D Behar MD	Director	Director	$0	$0	$0
Christopher J Rapuano MD	Director	Director	$0	$0	$0
Janine Tabas MD	President	Officer Director	$0	$0	$0
Robert C Sergott MD	Director	Director	$0	$0	$0
Charles Letocha MD	Director	Director	$0	$0	$0
Joanna M Fisher MD	Director	Director	$0	$0	$0
Jonathan S Myers MD	Director	Director	$0	$0	$0
Robert Bailey Jr MD	Director	Director	$0	$0	$0
Jonathan Belmont MD	Director	Director	$0	$0	$0
Douglas Wismer MD	Vice Chair	Officer Director	$0	$0	$0
Richard Wilson MD	Director	Director	$0	$0	$0
Carl Regillo MD	Director	Director	$0	$0	$0
Christine Chung MD	Chair	Officer Director	$0	$0	$0
Omesh Gupta MD	Treasurer	Officer Director	$0	$0	$0
Stephen Lichtenstein MD	Director	Director	$0	$0	$0
Joseph Markoff MD	Director	Director	$0	$0	$0
W Reed Kindermann MD	Director	Director	$0	$0	$0
Mark Pyfer MD	Imme Past Chair	Officer Director	$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	No data	No data	No data	No data
2023	$941,013	$727,304	$7,262,726	$213,709
2022	$459,848	$479,709	$6,286,739	$-19,861
2021	$560,597	$483,159	$7,714,098	$77,438
2020	$472,507	$457,943	$7,202,199	$14,564
2019	$536,491	$622,431	$6,444,148	$-85,940
2018	$547,859	$842,033	$5,594,055	$-294,174

WILLS EYE ALUMNI SOCIETY