Adrienne Helis Malvin Medical Research Foundation (EIN 263505355) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

DAVID A KERSTEIN PRESIDENT

Phone

5045231831

Tax Period

2023-01-01 to 2023-12-31

Adrienne Helis Malvin Medical Research Foundation, founded in 2008, is a community nonprofit in the Diseases & Disorders sector that reported $5.3M in total revenue in fiscal year 2023. Revenue fell 56% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.6M, a strong 69% operating margin.

Mission

Continuous active conduct of medical research - Cancer and Parkinson's disease in conjunction with Baylor College of Medicine and in conjunction with Johns Hopkins Medicine

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $4,134,718

Other Revenue $1,150,618

TOTAL REVENUE $5,285,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $787,609

Fundraising Expenses $0

Program Expenses $1,349,474

Other Expenses $859,946

TOTAL EXPENSES $1,647,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,285,336	$11,996,397	-0.6%
Expenses	$1,647,555	$1,841,175	-0.1%
Net Income	$3,637,781	$10,155,222	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David A Kerstein	President/Trustee	1.0	Officer Director	$0	$0	$0
Michael F Schott	Vice President/Trustee	1.0	Officer Director	$0	$0	$0
Linda A Reeg	Secretary/Trustee	1.0	Officer Director	$0	$0	$0
Jane C Fiegler	Trustee/Treasurer	1.0	Officer 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	No data	No data	No data	No data
2023	$5,285,336	$1,647,555	$33,333,970	$3,637,781
2022	$11,996,397	$1,841,175	$29,786,235	$10,155,222
2021	$2,262,555	$2,235,163	$18,450,515	$27,392
2020	$-3,168,209	$2,562,559	$18,462,151	$-5,730,768

Adrienne Helis Malvin Medical Research Foundation