Diana Helis Henry Medical Research Foundation (EIN 320145886) - 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

2005

Legal Domicile

Principal Officer

David A Kerstein President

Phone

5045231831

Tax Period

2023-01-01 to 2023-12-31

Diana Helis Henry Medical Research Foundation, founded in 2005, is a community nonprofit in the Diseases & Disorders sector that reported $4.5M in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.9M, a strong 65% operating margin.

Mission

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

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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 $3,655,857

Other Revenue $869,768

TOTAL REVENUE $4,525,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $689,850

Fundraising Expenses $0

Program Expenses $1,369,887

Other Expenses $910,345

TOTAL EXPENSES $1,600,195

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,525,625	$12,080,312	-0.6%
Expenses	$1,600,195	$1,043,610	+0.5%
Net Income	$2,925,430	$11,036,702	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David A Kerstein	Trustee/President	2.0	Officer Director	$0	$0	$0
Michael F Schott	Trustee/Vice President	2.0	Officer Director	$0	$0	$0
Linda A Reeg	Trustee/Secretary	2.0	Officer Director	$0	$0	$0
Jane C Fiegler	Trustee/Treasurer	2.0	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	$4,525,625	$1,600,195	$50,392,916	$2,925,430
2022	$12,080,312	$1,043,610	$47,309,598	$11,036,702
2021	$1,598,387	$1,196,865	$36,171,329	$401,522
2020	$-3,395,511	$1,037,007	$35,703,584	$-4,432,518

Diana Helis Henry Medical Research Foundation