DONALD B SLOCUM RESEARCH & EDUCATIONAL FOUNDATION (EIN 930820126) - 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

1982

Legal Domicile

Principal Officer

JENNA GODFREY

Phone

5418683208

Tax Period

2024-01-01 to 2024-12-31

DONALD B SLOCUM RESEARCH & EDUCATIONAL FOUNDATION, founded in 1982, is a small nonprofit in the Medical Research sector that reported $386K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $129K, a strong 33% operating margin.

Mission

MEDICAL RESEARCH AND CONTINUING EDUCATION

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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 $154,600

Program Service Revenue $176,431

Investment Income $8,372

Other Revenue $46,907

TOTAL REVENUE $386,310

Expense Breakdown

Grants Paid $10,063

Salaries & Benefits $183,359

Fundraising Expenses $0

Program Expenses $210,206

Other Expenses $64,288

TOTAL EXPENSES $257,710

Year-over-Year Comparison

	2024	2023	Change
Revenue	$386,310	$412,645	-0.1%
Expenses	$257,710	$285,203	-0.1%
Net Income	$128,600	$127,442	+0.0%

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

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
JASON TAVAKOLIAN MD	VICE PRESIDENT	1.00	Director	$0	$0	$0
JENNA GODFREY MD	PRESIDENT/TREASURER	1.00	Director	$0	$0	$0
BRICK A LANTZ MD	MEMBER	1.00	Officer	$0	$0	$0
ERIN OWEN PHD	MEMBER	1.00	Officer	$0	$0	$0
GABRIELLE LINDBERG PHD	MEMBER	1.00	Officer	$0	$0	$0
MICHAEL HAHN PHD	MEMBER	1.00	Officer	$0	$0	$0
HOLLY CONTE MPA	MEMBER	1.00	Officer	$0	$0	$0
JULIE EMBREE	MEMBER	1.00	Officer	$0	$0	$0
DANIEL C FITZPATRICK MD	MEMBER	1.00	Officer	$0	$0	$0
BRANDON G WILKINSON MD	MEMBER	1.00	Officer	$0	$0	$0
SPENCER B DOWDLE MD	MEMBER	1.00	Officer	$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	$386,310	$257,710	$359,044	$128,600
2023	$412,645	$285,203	$229,055	$127,442
2022	$476,553	$543,816	$102,091	$-67,263

DONALD B SLOCUM RESEARCH & EDUCATIONAL FOUNDATION