Winifred Masterson Burke Medical Research (EIN 133434924) - 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

1986

Legal Domicile

Principal Officer

Rajiv Ratan

Phone

3473251001

Tax Period

2024-01-01 to 2024-12-31

Winifred Masterson Burke Medical Research, founded in 1986, is a mid-sized nonprofit in the Medical Research sector that reported $19.7M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum.

Mission

The Burke Neurological Institute BNI conducts research involving protection from and repair of neurological diseases such as stroke traumatic brain injury TBI spinal cord injury Alzheimers disease and cerebral palsy.

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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 $18,908,037

Program Service Revenue $572,986

Investment Income $204,216

Other Revenue $6,290

TOTAL REVENUE $19,691,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,467,054

Fundraising Expenses $0

Program Expenses $13,471,780

Other Expenses $13,438,393

TOTAL EXPENSES $20,905,447

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,691,529	$15,401,317	+0.3%
Expenses	$20,905,447	$17,890,786	+0.2%
Net Income	$-1,213,918	$-2,489,469	-0.5%

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

$594,875

Total Directors

$2,015,663

Key Employees

$1,124,867

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Baldoni	Board President	4.00	Director	$0	$0	$0
Anthony B Gioffre III Esq	Secretary	1.00	Director	$0	$0	$0
Patricia HC Ardigo CCIM	Trustee	1.00	Director	$0	$0	$0
Rajiv Ratan MD PhD	Chief Executive Officer	40.00	Officer Director Highest	$517,930	$76,945	$594,875
Talal Debs PhD	Trustee	1.00	Director	$0	$0	$0
Donald E Foley	Trustee	1.00	Director	$0	$0	$0
Sam Hall	Trustee	1.00	Director	$0	$0	$0
Christopher J McArthy CPA	Trustee	1.00	Director	$0	$0	$0
Frederick R Maxfield PhD	Trustee	1.00	Director	$0	$0	$0
Mary Ann Morris	Trustee	1.00	Director	$0	$0	$0
Vivien Wong PhD	Trustee	1.00	Director	$0	$0	$0
Sapan Shah MD	Trustee	1.00	Director	$0	$0	$0
James Marshel PhD	Research Scientist	35.00	Director Key Emp	$248,749	$49,447	$298,196
Yutaka Yoshida PhD	Research Scientist	35.00	Director Key Emp	$233,877	$56,327	$290,204
JohnLeahy	Director of Finance	35.00	Director Key Emp	$233,859	$71,773	$305,632
Sunghee Cho PhD	Research Scientist	35.00	Director	$233,676	$62,245	$295,921
Katherine Travis	Research Scientist	35.00	Director Key Emp	$216,142	$14,693	$230,835
James Rafferty	Trustee	1.00	Director	$0	$0	$0
Christpoher Mortko PhD	Trustee	1.00	Director	$0	$0	$0
Teresa Preskar	Trustee	1.00	Director	$0	$0	$0
Mary Kate Wold	Tryustee	1.00	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	$19,691,529	$20,905,447	$7,236,831	$-1,213,918
2023	$15,401,317	$17,890,786	$7,823,857	$-2,489,469
2022	$14,526,927	$16,816,237	$7,862,877	$-2,289,310
2021	$17,375,898	$17,407,184	$9,563,124	$-31,286
2020	$17,032,204	$18,589,968	$10,897,331	$-1,557,764
2019	$15,706,784	$18,180,915	$10,463,393	$-2,474,131
2018	$17,524,752	$19,034,735	$14,523,564	$-1,509,983

Winifred Masterson Burke Medical Research