LOWN INSTITUTE INC (EIN 043291770) - 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

1973

Legal Domicile

Principal Officer

VIKAS SAINI MD

Phone

6179929322

Tax Period

2023-09-01 to 2024-08-31

LOWN INSTITUTE INC, founded in 1973, is a community nonprofit in the Medical Research sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 259% from the prior year, signaling strong growth momentum. Expenses of $2.6M exceeded revenue, resulting in a 27% operating deficit.

Mission

THE LOWN INSTITUTE IS AN INDEPENDENT THINK TANK WORKING TO CREATE A JUST AND CARING HEALTHCARE SYSTEM THROUGH DATA ANALYSIS, POLICY RESEARCH, AND EXPERT CONVENINGS.

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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 $1,725,694

Program Service Revenue $169,313

Investment Income $140,550

Other Revenue $0

TOTAL REVENUE $2,035,557

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $2,039,254

Fundraising Expenses $107,754

Program Expenses $2,019,858

Other Expenses $513,774

TOTAL EXPENSES $2,578,028

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,035,557	$567,471	+2.6%
Expenses	$2,578,028	$2,161,262	+0.2%
Net Income	$-542,471	$-1,593,791	-0.7%

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

200

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

$354,382

Total Directors

$354,382

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIKAS SAINI MD	PRESIDENT	40.00	Officer Director	$326,457	$27,925	$354,382
DANIEL KERN	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL FINE MD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BOR MD	DIRECTOR	1.00	Director	$0	$0	$0
JAMES JOSLIN	DIRECTOR	1.00	Director	$0	$0	$0
ARETHA DELIGHT DAVIS JD MD	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA GABOW MD	CHAIRPERSON	1.00	Director	$0	$0	$0
J C KRYDER	DIRECTOR	1.00	Director	$0	$0	$0
SELWYN ROGERS JR MD MPH	DIRECTOR	1.00	Director	$0	$0	$0
AARON TOLEOS	VICE PRESIDENT OF COMMUNIC	40.00	Highest	$161,000	$6,440	$167,440
VALERIE GOPINATH	SENIOR DIRECTOR DATA SCIENTIST	40.00	Highest	$187,425	$8,023	$195,448
KELSEY CHAMBERS	DIRECTOR OF RESEARCH, DATA SCIENCE	40.00	Highest	$140,423	$12,954	$153,377
CARISSA FU	CHIEF OF STAFF	40.00	Highest	$123,908	$0	$123,908
PAULA SMITH	MANAGER, DATA SCIENCE	40.00	Highest	$102,015	$11,503	$113,518

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	$2,035,557	$2,578,028	$4,714,073	$-542,471
2023	$567,471	$2,161,262	$5,453,158	$-1,593,791
2022	$449,267	$1,879,405	$5,965,367	$-1,430,138
2021	$808,634	$2,012,297	$8,693,088	$-1,203,663
2020	$460,356	$2,039,064	$9,148,219	$-1,578,708
2019	$6,705,486	$1,621,648	$9,706,047	$5,083,838
2018	$1,674,994	$1,766,683	$5,147,060	$-91,689

LOWN INSTITUTE INC