CONNECTICUT UNITED FOR RESEARCH EXCELLENCE INC (EIN 061304212) - 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

Legal Domicile

Principal Officer

STANLEY CHOY

Phone

2034702720

Tax Period

2023-07-01 to 2024-06-30

CONNECTICUT UNITED FOR RESEARCH EXCELLENCE INC is a small nonprofit in the Medical Research sector that reported $972K in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $871K left a modest 10% surplus.

Mission

TO EDUCATE AND INFORM THE PUBLIC ABOUT BIOMEDICAL RESEARCH AND BIOTECHNOLOGY AND TO ADVANCE SUCH RESEARCH AND TECHNOLOGY.

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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 $617,817

Program Service Revenue $354,133

Investment Income $0

Other Revenue $0

TOTAL REVENUE $971,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $647,409

Fundraising Expenses $0

Program Expenses $827,217

Other Expenses $223,294

TOTAL EXPENSES $870,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$971,950	$601,426	+0.6%
Expenses	$870,703	$618,171	+0.4%
Net Income	$101,247	$-16,745	-7.0%

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

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

$193,581

Total Directors

$193,581

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODIE GILLON	PRESIDENT &	40.00	Officer Director	$113,414	$0	$113,414
KELLEY GIPSON	COO	40.00	Highest	$110,000	$0	$110,000
DAWN HOCEVAR	PRESIDENT &	30.00	Officer Director	$41,667	$0	$41,667
STANLEY CHOY	CHAIR & TREA	10.00	Officer Director	$38,500	$0	$38,500
MARK ADAMS	DIRECTOR	0.10	Director	$0	$0	$0
ABHIJIT BANERJEE	DIRECTOR	0.10	Director	$0	$0	$0
ROBERT BETTIGOLE	DIRECTOR	0.10	Director	$0	$0	$0
JEAN-MICHEL BOERS	DIRECTOR	0.10	Director	$0	$0	$0
SENG H CHENG	DIRECTOR	0.10	Director	$0	$0	$0
PAUL FONTEYNE	DIRECTOR	0.10	Director	$0	$0	$0
JOSH GEBALLE	DIRECTOR	0.10	Director	$0	$0	$0
JOHN G HOUSTON	DIRECTOR	0.10	Director	$0	$0	$0
PAUL HUGHES	SECRETARY	0.10	Officer Director	$0	$0	$0
KAT KAYSER-BRICKER	DIRECTOR	0.10	Director	$0	$0	$0
RAJA MANGIPUDY	DIRECTOR	0.10	Director	$0	$0	$0
DAVID I SCHEER	DIRECTOR	0.10	Director	$0	$0	$0
JACKIE SCHUMACHER	DIRECTOR	0.10	Director	$0	$0	$0
ERIKA SMITH	DIRECTOR	0.10	Director	$0	$0	$0
J DORMER STEPHEN	DIRECTOR	0.10	Director	$0	$0	$0
MATT STOREYGARD	DIRECTOR	0.10	Director	$0	$0	$0
MIKE STOW	DIRECTOR	0.10	Director	$0	$0	$0
CARTER WINSTANLEY	DIRECTOR	0.10	Director	$0	$0	$0
KAILE ZAGGER	DIRECTOR	0.10	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	$344,203	$491,652	$580,574	$-147,449
2024	$971,950	$870,703	$607,289	$101,247
2023	$601,426	$618,171	$496,336	$-16,745
2022	$831,236	$709,651	$829,464	$121,585
2021	$683,846	$521,878	$559,745	$161,968
2020	$492,808	$480,172	$457,427	$12,636
2019	$556,340	$578,726	$345,959	$-22,386
2018	$472,550	$414,345	$278,029	$58,205

CONNECTICUT UNITED FOR RESEARCH EXCELLENCE INC