FACTS ABOUT FERTILITY INC (EIN 883205397) - 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

MARGUERITE DUANE MD

Phone

2408032287

Tax Period

2023-01-01 to 2023-12-31

FACTS ABOUT FERTILITY INC, founded in 2022, is a small nonprofit in the Health Care sector that reported $288K in total revenue in fiscal year 2023. Revenue surged 80% from the prior year, signaling strong growth momentum. Expenses of $390K exceeded revenue, resulting in a 36% operating deficit.

Mission

TO EDUCATE FUTURE HEALTHCARE PROFESSIONALS ABOUT EVIDENCE BASED FERTILITY AWARENESS METHODS (FABMS), SO THEY MAY EMPOWER AND ENGAGE PATIENTS TO CARE FOR THEIR REPRODUCTIVE HEALTH.

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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 $104,029

Program Service Revenue $183,476

Investment Income $0

Other Revenue $0

TOTAL REVENUE $287,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $219,292

Fundraising Expenses $45,445

Program Expenses $303,573

Other Expenses $170,745

TOTAL EXPENSES $390,037

Year-over-Year Comparison

	2023	2022	Change
Revenue	$287,505	$159,535	+0.8%
Expenses	$390,037	$857	+454.1%
Net Income	$-102,532	$158,678	-1.6%

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

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

$83,833

Total Directors

$83,833

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGUERITE DUANE MD MHA MSPH	COFOUNDER & EXECUTIVE DIRECTOR	20.00	Officer Director	$83,833	$0	$83,833
SUMMER HOLMES-MASON MD FACOG	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MIKE MANHART PHD	TREASURER	5.00	Officer Director	$0	$0	$0
DAVID WHITEHEAD	SECRETARY	2.00	Officer Director	$0	$0	$0
ARINA GROSSU AGNEW MA MS	BOARD MEMBER	0.00	Director	$0	$0	$0
LAURENCE C BAUER MSW MED	BOARD MEMBER	0.00	Director	$0	$0	$0
ERIN CALLAGHAN	BOARD MEMBER	0.00	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	No data	No data	No data	No data
2023	$287,505	$390,037	$142,451	$-102,532

FACTS ABOUT FERTILITY INC