The Jackson Laboratory (EIN 010211513) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1929

Legal Domicile

Phone

2072886000

Tax Period

2023-01-01 to 2023-12-31

The Jackson Laboratory is a 501(c)(3) with EIN 010211513, based in BAR HARBOR, ME. Founded in 1929, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $572,803,655 in total revenue and $577,381,862 in total expenses, with net assets of $996,925,622.

Mission

THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL. OUR MISSION IS TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE BIOMEDICAL COMMUNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $116,852,173

Program Service Revenue $439,470,117

Investment Income $16,565,603

Other Revenue $-84,238

TOTAL REVENUE $572,803,655

Expense Breakdown

Grants Paid $2,940,710

Salaries & Benefits $324,314,275

Fundraising Expenses $3,930,233

Program Expenses $489,168,116

Other Expenses $250,126,877

TOTAL EXPENSES $577,381,862

Year-over-Year Comparison

	2023	2022	Change
Revenue	$572,803,655	$553,515,570	+0.0%
Expenses	$577,381,862	$532,815,716	+0.1%
Net Income	$-4,578,207	$20,699,854	-1.2%

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

3303

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

$4,826,507

Total Directors

$2,108,278

Key Employees

$2,557,487

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	President & CEO	40.0	Officer Director	$1,872,421	$235,857	$2,108,278
N/A	BOARD CHAIR	5.0	Officer Director	$0	$0	$0
N/A	Trustee (End 08/24/23)	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	VICE CHAIR	2.0	Director	$0	$0	$0
N/A	Trustee (End 08/24/23)	2.0	Director	$0	$0	$0
N/A	Trustee (End 08/24/23)	2.0	Director	$0	$0	$0
N/A	Trustee	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	Trustee (Start 12/18/23)	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	Trustee (End 08/24/23)	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	Trustee	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	VICE CHAIR	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	TRUSTEE	2.0	Director	$0	$0	$0
N/A	General Counsel & Secretary	40.0	Officer	$547,000	$95,001	$642,001
N/A	Senior Vice President and CFO	40.0	Officer	$543,036	$114,066	$657,102
N/A	Executive Vice President & COO	40.0	Officer	$1,302,770	$116,356	$1,419,126
N/A	Senior Vice President for Research	40.0	Key Emp	$488,812	$89,574	$578,386
N/A	SCIENTIFIC DIRECTOR, JAX GM	40.0	Key Emp	$542,872	$66,916	$609,788
N/A	Executive VP & President, JMCRS	40.0	Key Emp	$724,685	$66,055	$790,740
N/A	SCIENTIFIC DIRECTOR	40.0	Key Emp	$545,282	$33,291	$578,573
N/A	Vice President, JMCRS Finance	40.0	Highest	$497,494	$60,863	$558,357
N/A	VP, JMCRS MICE & SERVICE OPS (UNTIL 10/23)	40.0	Highest	$732,495	$55,586	$788,081
N/A	Senior Director, Innovation and Product Development	40.0	Highest	$496,833	$50,695	$547,528
N/A	Chief Medical Officer	40.0	Highest	$508,930	$64,977	$573,907
N/A	VP, JMCRS Global Sales, Marketing, & Customer Support (UNTIL 10/23)	40.0	Highest	$606,130	$34,558	$640,688
N/A	FORMER PRESIDENT & CEO	40.0		$443,759	$54,854	$498,613

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	$572,803,655	$577,381,862	$1,467,831,204	$-4,578,207
2022	$553,515,570	$532,815,716	$1,394,651,570	$20,699,854
2021	$572,874,395	$509,495,255	$1,458,479,631	$63,379,140
2020	$527,504,036	$463,558,933	$1,211,767,628	$63,945,103
2019	$460,123,417	$408,212,868	$1,111,690,544	$51,910,549
2018	$432,451,999	$367,129,153	$1,024,759,952	$65,322,846

The Jackson Laboratory