NAME INC (EIN 900645842) - 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

2011

Legal Domicile

Principal Officer

FRANCISCO DIAZ MD

Phone

6607341891

Tax Period

2024-01-01 to 2024-12-31

NAME INC, founded in 2011, is a community nonprofit in the Diseases & Disorders sector that reported $1.9M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $510K, a strong 27% operating margin.

Mission

TO FOSTER PROFESSIONAL GROWTH AND EDUCATE THE MEDICAL COMMUNITY.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $80,400

Program Service Revenue $1,555,601

Investment Income $231,291

Other Revenue $0

TOTAL REVENUE $1,867,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $385,708

Fundraising Expenses $28,585

Program Expenses $1,299,720

Other Expenses $966,182

TOTAL EXPENSES $1,356,890

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,867,292	$1,595,685	+0.2%
Expenses	$1,356,890	$1,389,931	0.0%
Net Income	$510,402	$205,754	+1.5%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOYCE DEJONG DO	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JAN GORNIAK DO	BOARD MEMBER	N/A	Director	$0	$0	$0
FRANCISCO DIAZ MD	BOARD MEMBER	N/A	Director	$0	$0	$0
KENT E HARSHBARGER MD	BOARD MEMBER	N/A	Director	$0	$0	$0
AMY GRUSZECKI MD	BOARD MEMBER	N/A	Director	$0	$0	$0
DANIEL W DYE MD	BOARD MEMBER	N/A	Director	$0	$0	$0
J SCOTT DENTON MD	SECRETARY TR	N/A	Officer Director	$0	$0	$0
KATHERINE MALONEY MD	BOARD MEMBER	N/A	Director	$0	$0	$0
MARK FAJARDO MD	BOARD MEMBER	N/A	Director	$0	$0	$0
TRACEY S COREY MD	BOARD MEMBER	N/A	Director	$0	$0	$0
DENISE MCNALLY	EXECUTIVE DI	N/A	Director	$0	$0	$0
KRISTINE CAVICCHI MPA	BOARD MEMBER	N/A	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	$1,867,292	$1,356,890	$3,782,532	$510,402
2023	$1,595,685	$1,389,931	$3,090,822	$205,754
2022	$1,402,388	$1,117,157	$2,885,068	$285,231
2021	$1,214,095	$1,433,655	$2,675,205	$-219,560
2020	$932,500	$671,330	$2,813,442	$261,170
2019	$1,402,555	$909,478	$2,594,304	$493,077
2018	$1,265,627	$986,347	$2,157,233	$279,280

NAME INC