CARLEY CUNNIFF-PETER S DIXON MD FOUNDATION (EIN 900287855) - 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

2005

Legal Domicile

Phone

8604346476

Tax Period

2023-01-01 to 2023-12-31

CARLEY CUNNIFF-PETER S DIXON MD FOUNDATION, founded in 2005, is a small nonprofit in the Education sector that reported $406K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Net assets of $3.0M represent 89 months of operating reserves.

Mission

THE FOUNDATION EXISTS TO IMPROVE THE ART OF MEDICINE AND SURGERY FOR PATIENTS WHO ARE NEAR OR AT THE END OF THEIR LIVES. THEIR GOAL IS TO EDUCATE AND INSPIRE PHYSICIANS, SURGEONS AND NURSES CONCERNING THEIR ROLE IN CARING FOR PATIENTS THAT DIE FROM A PROLONGED ILLNESS. THE FOUNDATION ALSO PROVIDES TO THE GENERAL PUBLIC, FREE OF CHARGE, AXCESS TO HELPFUL END OF LFE TOOLS THROUGH THEIR PLANNING MY WAY GUIDES.

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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 $278,552

Program Service Revenue $0

Investment Income $127,919

Other Revenue $0

TOTAL REVENUE $406,471

Expense Breakdown

Grants Paid $0

Salaries & Benefits $150,000

Fundraising Expenses $7,500

Program Expenses $355,893

Other Expenses $250,476

TOTAL EXPENSES $400,476

Year-over-Year Comparison

	2023	2022	Change
Revenue	$406,471	$675,246	-0.4%
Expenses	$400,476	$552,575	-0.3%
Net Income	$5,995	$122,671	-1.0%

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

$150,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW PETERS	Executive Dir.	25.00	Officer	$150,000	$0	$150,000
H CLARK HARVEY JR	Trustee	3.00	Director	$0	$0	$0
STEVE H LOCKART MD PH D	Trustee	3.00	Director	$0	$0	$0
DR ELISABETH DELLON	Trustee	3.00	Director	$0	$0	$0
JOHN PRITCHARD	Trustee	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	No data	No data	No data	No data
2023	$406,471	$400,476	$3,006,559	$5,995
2022	$675,246	$552,575	$3,000,564	$122,671
2021	$2,461,988	$232,834	$2,877,893	$2,229,154
2020	$216,279	$234,114	$648,739	$-17,835
2019	$361,145	$209,761	$666,574	$151,384
2018	$293,558	$390,617	$515,190	$-97,059

CARLEY CUNNIFF-PETER S DIXON MD FOUNDATION