NEPM FOUNDATION INC (EIN 882952280) - 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

2022

Legal Domicile

Principal Officer

JEFFREY S PHLEGAR

Phone

9179744255

Tax Period

2024-01-01 to 2024-12-31

NEPM FOUNDATION INC, founded in 2022, is a small nonprofit in the Medical Research sector that reported $115K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 27% operating margin.

Mission

TO SUPPORT RESEARCH AND FUNDING FOR BRAIN CANCER TREATMENT AND CURES EITHER DIRECTLY OR INDIRECTLY THROUGH GRANTS AND CONTRIBUTIONS

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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 $97,619

Program Service Revenue $0

Investment Income $19,179

Other Revenue $-1,956

TOTAL REVENUE $114,842

Expense Breakdown

Grants Paid $62,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,700

Other Expenses $21,598

TOTAL EXPENSES $84,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,842	$268,961	-0.6%
Expenses	$84,298	$66,409	+0.3%
Net Income	$30,544	$202,552	-0.8%

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

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
JEFFREY S PHLEGAR	TRUSTEE; PRESIDENT	5.00	Officer Director	$0	$0	$0
SYDNEY E PHLEGAR	TRUSTEE; VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
MAXXWELL T HAMILTON	TRUSTEE; SECRETARY/TREASUR	0.50	Officer Director	$0	$0	$0
JULIA BOHAN	TRUSTEE	3.00	Director	$0	$0	$0
LUCILLE PROTAS	TRUSTEE	3.00	Director	$0	$0	$0
JACQUELINE CARDEN	TRUSTEE (AS OF 06/09/24)	3.00	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	$114,842	$84,298	$446,160	$30,544
2023	$268,961	$66,409	$401,701	$202,552
2022	$208,430	$10,093	$198,337	$198,337

NEPM FOUNDATION INC