ROBERTSON RESEARCH FUND INC (EIN 237224244) - 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

1972

Legal Domicile

Principal Officer

JOHN TUKE

Phone

5163678446

Tax Period

2023-01-01 to 2023-12-31

ROBERTSON RESEARCH FUND INC, founded in 1972, is a community nonprofit in the Science & Technology sector that reported $8.1M in total revenue in fiscal year 2023. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 23% operating margin.

Mission

THE ORGANIZATION PROVIDES FINANCIAL SUPPORT FOR PROJECTS THAT INVOLVE EDUCATION AND RESEARCH AT COLD SPRING HARBOR LABORATORY. THE ORGANIZATION SUPPORTS VARIOUS PROJECTS AT COLD SPRING HARBOR LABORATORY (CSHL) FOR THE ASSISTANCE OF EDUCATIONAL FACILITIES, BROAD BASIC SCIENTIFIC RESEARCH AND ITS DISSEMINATION TO THE PUBLIC AND FOR SCHOLARSHIP AND FELLOWSHIP AWARDS.

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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 $0

Program Service Revenue $0

Investment Income $8,135,445

Other Revenue $0

TOTAL REVENUE $8,135,445

Expense Breakdown

Grants Paid $5,722,966

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,722,966

Other Expenses $571,376

TOTAL EXPENSES $6,294,342

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,135,445	$4,397,105	+0.9%
Expenses	$6,294,342	$6,307,148	0.0%
Net Income	$1,841,103	$-1,910,043	-2.0%

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

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

$4,023,480

Total Directors

$3,617,772

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE STILLMAN PHD	PRESIDENT	1.00	Officer Director	$0	$161,178	$3,195,129
WALTER GOLDSCHMIDTS	TRUSTEE/VP SPONSORED PROGRAM	1.00	Director	$0	$73,005	$422,643
GEOFFREY ROBERTSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM GRIDLEY	TRUSTEE	1.00	Director	$0	$0	$0
LEO GUTHART	TRUSTEE	1.00	Director	$0	$0	$0
WALTER MEIER	TRUSTEE	1.00	Director	$0	$0	$0
LYON POLK	TRUSTEE	1.00	Director	$0	$0	$0
MAUD ROBERTSON	TRUSTEE	1.00	Director	$0	$0	$0
MARILYN SIMONS	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT QUEHL	TREASURER (THRU 4/2023)	1.00	Officer	$0	$6,652	$290,483
DEBRA ARENARE	SECRETARY	1.00	Officer	$0	$71,740	$449,522
NICHOLAS MILOWSKI	TREASURER (AS OF 11/2023)	39.00	Officer	$0	$11,786	$88,346

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	$8,135,445	$6,294,342	$133,001,710	$1,841,103
2022	$4,397,105	$6,307,148	$121,577,117	$-1,910,043
2021	$10,256,252	$6,070,264	$140,499,325	$4,185,988
2021	$10,256,252	$6,070,264	$140,499,325	$4,185,988
2020	$11,560,650	$5,998,788	$132,518,114	$5,561,862
2019	$6,319,991	$5,874,145	$124,909,939	$445,846
2018	$6,265,920	$5,762,741	$113,181,421	$503,179

ROBERTSON RESEARCH FUND INC