WINDBER RESEARCH INSTITUTE (EIN 251877336) - 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

1999

Legal Domicile

Principal Officer

THOMAS KURTZ

Phone

8144679844

Tax Period

2024-07-01 to 2025-06-30

WINDBER RESEARCH INSTITUTE, founded in 1999, is a mid-sized nonprofit in the Education sector that reported $10.2M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $8.8M left a modest 13% surplus.

Mission

THE CHAN SOON-SHIONG INSTITUTE OF MOLECULAR MEDICINE AT WINDBER IS COMMITTED TO DISCOVERING MOLECULAR DIAGNOSTIC AND PROGNOSTIC BIOMARKERS AND DEVELOPING ADVANCED DISEASE PREVENTION MEASURES.

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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 $9,779,436

Program Service Revenue $0

Investment Income $192

Other Revenue $376,755

TOTAL REVENUE $10,156,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,940,624

Fundraising Expenses $0

Program Expenses $6,659,597

Other Expenses $3,869,890

TOTAL EXPENSES $8,810,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,156,383	$8,915,878	+0.1%
Expenses	$8,810,514	$7,720,003	+0.1%
Net Income	$1,345,869	$1,195,875	+0.1%

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

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

$332,260

Total Directors

$332,260

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR PATRICK SOON-SHIONG	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JAMES BANAAG	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT MORSE	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
HAI HU	PRESIDENT & CEO	40.00	Officer Director	$310,174	$22,086	$332,260
LORI STURTZ	SCIENTIST	40.00	Highest	$125,873	$17,434	$143,307
LEONID KVECHER	SCIENTIST	40.00	Highest	$175,484	$21,293	$196,777
STELLA SOMIARI	SCIENTIST	40.00	Highest	$190,762	$28,330	$219,092
MARIANO RUSSO	SCIENTIST	40.00	Highest	$138,468	$18,529	$156,997
XIAOYING LIN	SCIENTIST	40.00	Highest	$200,389	$16,102	$216,491
THOMAS KURTZ	FORMER PRESIDENT AND CEO	25.00		$376,148	$20,524	$549,518

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
2025	$10,156,383	$8,810,514	$13,605,569	$1,345,869
2024	$8,915,878	$7,720,003	$11,810,283	$1,195,875
2024	No data	No data	No data	No data
2023	$9,088,541	$7,783,238	$11,414,688	$1,305,303
2022	$7,887,287	$6,625,431	$10,167,168	$1,261,856
2021	$6,493,215	$5,881,519	$7,881,003	$611,696

WINDBER RESEARCH INSTITUTE