THE JACOBS INSTITUTE INC (EIN 263085485) - 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

2008

Legal Domicile

Principal Officer

ADNAN H SIDDIQUI

Phone

7168884805

Tax Period

2024-01-01 to 2024-12-31

THE JACOBS INSTITUTE INC, founded in 2008, is a mid-sized nonprofit in the Medical Research sector that reported $12.5M in total revenue in fiscal year 2024. Expenses of $11.6M left a modest 6% surplus.

Mission

TO ACCOMPLISH THE VISION OF MAKING WESTERN NEW YORK A CENTER FOR WORLD-CLASS EXCELLENCE IN RESEARCH, TEACHING, PUBLIC AWARENESS AND ADVANCES IN CLINICAL AND MINIMALLY-INVASIVE SURGICAL TREATMENT OF GLOBAL VASCULAR DISEASE.

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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 $2,574,121

Program Service Revenue $9,720,944

Investment Income $63,228

Other Revenue $92,828

TOTAL REVENUE $12,451,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,935,885

Fundraising Expenses $91,154

Program Expenses $8,971,579

Other Expenses $6,710,257

TOTAL EXPENSES $11,646,142

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,451,121	$12,546,764	0.0%
Expenses	$11,646,142	$13,073,705	-0.1%
Net Income	$804,979	$-526,941	-2.5%

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

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

$799,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY M JACOBS	CHAIRMAN	0.50	Officer Director	$0	$0	$0
DANIEL J ZIMMER	TREASURER	3.00	Officer Director	$0	$0	$0
WILLIAM G GISEL JR	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL MCCABE ESQ	ASSISTANT SECRETARY	0.50	Officer Director	$0	$0	$0
GERALD S LIPPES	DIRECTOR	0.50	Director	$0	$0	$0
JEREMY M JACOBS JR	DIRECTOR	0.50	Officer Director	$0	$0	$0
SATISH K TRIPATHI PHD	DIRECTOR	0.50	Director	$0	$0	$0
BRUCE W MOSKOWITZ MD	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS R BEECHER JR	SECRETARY	0.50	Officer Director	$0	$0	$0
DONALD BOYD	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT T BRADY	DIRECTOR	0.50	Director	$0	$0	$0
ADNAN H SIDDIQUI MD	CHIEF MEDICAL OFFICER & CEO	40.00	Officer	$605,769	$0	$605,769
TIMOTHY KORN	CHIEF FINANCIAL OFFICER	40.00	Officer	$168,832	$24,428	$193,260
L NELSON HOPKINS MD THRU NOV 2024	CHIEF SCIENCE OFFICER	0.50	Officer	$0	$0	$0
CARLOS PENA	CHIEF REGULATORY & QUALITY OFFICER	40.00	Highest	$319,604	$55,275	$374,879
PAMELA MARCUCCI	VP OF PROGRAMS	40.00	Highest	$146,120	$17,429	$163,549
ADAM SPARKS	DIRECTOR OF ENGINEERING	40.00	Highest	$143,920	$40,008	$183,928
KARI ANASTASIA	DIRECTOR OF ENGINEERING	40.00	Highest	$130,263	$39,570	$169,833
DANIEL LAWRENCE	SENIOR PROGRAM MANAGER	40.00	Highest	$126,624	$18,045	$144,669

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	$12,451,121	$11,646,142	$7,398,323	$804,979
2023	$12,546,764	$13,073,705	$7,403,376	$-526,941
2022	$12,864,398	$11,930,076	$7,681,956	$934,322
2021	$10,387,796	$10,186,752	$6,391,620	$201,044
2020	$7,528,394	$7,428,902	$5,794,450	$99,492
2019	$7,509,187	$7,312,814	$4,948,025	$196,373
2018	$7,384,787	$6,389,755	$4,568,196	$995,032

THE JACOBS INSTITUTE INC