National PERT Consortium Inc (EIN 810741681) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

Michelle Lanno

Phone

6178727338

Tax Period

2023-01-01 to 2023-12-31

National PERT Consortium Inc, founded in 2015, is a community nonprofit in the Medical Research sector that reported $2.0M in total revenue in fiscal year 2023. Expenses of $1.8M left a modest 13% surplus.

Mission

The National PERT Consortium is organized for the following purposes: to increase provider awareness and improve the diagnosis and management of pulmonary embolism and associated disorders in order to optimize outcomes for patients with this disease; to promote the training and establishment of pulmonary embolism response teams ("PERT") and their clinical application in institutional settings; to establish standards and regulations for the creation and ongoing performance of PERTs; to serve as a vehicle by which PERT Centers nationwide can convene in order to establish best practices for management of pulmonary embolism and associated disorders; and to establish and support PERTs through organizational and scientific meetings, presentations and academic publications.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $257,809

Program Service Revenue $2,007,074

Investment Income $7,891

Other Revenue $-243,758

TOTAL REVENUE $2,029,016

Expense Breakdown

Grants Paid $0

Salaries & Benefits $545,018

Fundraising Expenses $133,482

Program Expenses $1,106,835

Other Expenses $1,218,150

TOTAL EXPENSES $1,763,168

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,029,016	$1,911,088	+0.1%
Expenses	$1,763,168	$1,681,711	+0.0%
Net Income	$265,848	$229,377	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$336,485

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lauren Baker PhD	Director	1.00	Director	$0	$0	$0
Richard Channick MD	Director	1.00	Director	$0	$0	$0
Wissam Jaber MD	Director	1.00	Director	$0	$0	$0
James Horowitz MD	Director	1.00	Director	$0	$0	$0
Menno Huisman MD	Director	1.00	Director	$0	$0	$0
Scott Kaatz MD	Director	1.00	Director	$0	$0	$0
Brent Keeling MD	Director	1.00	Director	$0	$0	$0
Ted Killory	Director	1.00	Director	$0	$0	$0
Andrew Klein MD	Director (part year)	1.00	Director	$0	$0	$0
Stavros Konstantnides	Director	1.00	Director	$0	$0	$0
Matt Langston MD	Director	1.00	Director	$0	$0	$0
Robert Lookstein MD	Director	1.00	Director	$0	$0	$0
Michael McDaniel MD	Director (part year)	1.00	Director	$0	$0	$0
Soophia Naydenov MD	Director	1.00	Director	$0	$0	$0
Kate Ardini Oldfield	Director	1.00	Director	$0	$0	$0
Steve Pugilese MD	Director	1.00	Director	$0	$0	$0
Mona Ranade MD	Director	1.00	Director	$0	$0	$0
Ken Rosenfield MD	Director (part year)	1.00	Director	$0	$0	$0
Juli Gardner Spencer	Director	1.00	Director	$0	$0	$0
Seth Sokol MD	Director	1.00	Director	$0	$0	$0
Dean Stratouly	Director	1.00	Director	$0	$0	$0
Mae West MD	Director	1.00	Director	$0	$0	$0
Alison Witkin MD	Director	1.00	Director	$0	$0	$0
John Moriarty	Board President Elect	1.00	Officer Director	$0	$0	$0
Rachel Rosovsky MD	Board President	1.00	Officer Director	$0	$0	$0
Amy Ranier	Board Chair	1.00	Officer Director	$0	$0	$0
Roy Smith MD	Board Chair (part year)	1.00	Officer Director	$0	$0	$0
Mahir Elder MD	Board Vice President	1.00	Officer Director	$0	$0	$0
Tom Todoran MD	Treasurer	1.00	Officer Director	$0	$0	$0
Michelle Lanno	Executive Director	40.00	Officer	$335,405	$1,080	$336,485
Jamie Lynn Reed	Project Manager	40.00	Highest	$126,773	$600	$127,373

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	$2,029,016	$1,763,168	$2,055,637	$265,848
2022	$1,911,088	$1,681,711	$2,417,862	$229,377
2021	$1,418,986	$1,124,655	$1,510,902	$294,331
2020	$1,122,933	$1,007,660	$690,403	$115,273
2019	$769,613	$827,589	$584,263	$-57,976
2018	$1,251,432	$1,084,803	$518,693	$166,629
2017	$851,189	$680,036	$306,167	$171,153

National PERT Consortium Inc