International Foundation For CDKL5 Research (EIN 270950477) - 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

2009

Legal Domicile

Principal Officer

Karen Utley

Phone

9792653411

Tax Period

2023-01-01 to 2023-12-31

International Foundation For CDKL5 Research, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $639K in total revenue in fiscal year 2023. The organization ran a surplus of $225K, a strong 35% operating margin.

Mission

To fund research aimed at finding a cure for CDKL5, a rare genetic disorder. A family conference is funded by the Organization every two years to provide support to families whose loved ones suffer from CDKL5.

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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 $630,788

Program Service Revenue $0

Investment Income $3,044

Other Revenue $5,350

TOTAL REVENUE $639,182

Expense Breakdown

Grants Paid $197,884

Salaries & Benefits $0

Fundraising Expenses $9,816

Program Expenses $403,158

Other Expenses $216,714

TOTAL EXPENSES $414,598

Year-over-Year Comparison

	2023	2022	Change
Revenue	$639,182	$606,589	+0.1%
Expenses	$414,598	$725,710	-0.4%
Net Income	$224,584	$-119,121	-2.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Utley	President	35.00	Officer Director	$0	$0	$0
Rick Upp	Vice President	15.00	Officer Director	$0	$0	$0
Paul Miller	Secretary	15.00	Officer Director	$0	$0	$0
Amanda Jaksha	Treasurer	15.00	Officer Director	$0	$0	$0
Miriam Blase	Director	1.00	Director	$0	$0	$0
Garrett Decker	Director	1.00	Director	$0	$0	$0
Marissa Bishop	Director	1.00	Director	$0	$0	$0
Melissa Ralston	Board Member Emeritus	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	No data	No data	No data	No data
2023	$639,182	$414,598	$761,142	$224,584
2022	$606,589	$725,710	$631,046	$-119,121
2021	$678,047	$487,865	$544,139	$190,182
2020	$635,334	$699,706	$415,038	$-64,372
2019	$462,544	$720,098	$329,464	$-257,554
2018	$490,009	$807,652	$649,889	$-317,643

International Foundation For CDKL5 Research