LA JOLLA INSTITUTE FOR IMMUNOLOGY (EIN 330328688) - 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

1988

Legal Domicile

Principal Officer

RICHARD STRYJEWSKI

Phone

8587526500

Tax Period

2023-01-01 to 2023-12-31

LA JOLLA INSTITUTE FOR IMMUNOLOGY, founded in 1988, is a mid-sized nonprofit that reported $75.6M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $83.7M exceeded revenue, resulting in a 11% operating deficit.

Mission

BIOMEDICAL RESEARCH DEDICATED TO IMPROVING HUMAN HEALTH THROUGH STUDIES OF THE IMMUNE SYSTEM.

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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 $50,892,160

Program Service Revenue $20,407,924

Investment Income $694,745

Other Revenue $3,559,643

TOTAL REVENUE $75,554,472

Expense Breakdown

Grants Paid $8,255,025

Salaries & Benefits $42,616,230

Fundraising Expenses $1,431,066

Program Expenses $72,469,470

Other Expenses $32,741,624

TOTAL EXPENSES $83,691,328

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,554,472	$92,274,481	-0.2%
Expenses	$83,691,328	$92,177,095	-0.1%
Net Income	$-8,136,856	$97,386	-84.6%

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

464

Volunteers

107

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

$1,258,084

Total Directors

$1,381,028

Key Employees

$862,959

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERICA SAPHIRE	PRESIDENT & CEO	40.00	Officer Director	$784,780	$110,210	$894,990
MITCHELL KRONENBERG	DIR. & CHIEF SCI. OFFICER(END 9/23)	40.00	Director	$406,198	$74,840	$481,038
LINDA SHERMAN	DIRECTOR	2.00	Director	$5,000	$0	$5,000
ANTHONY R CARR	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA DONNELL	DIRECTOR	2.00	Director	$0	$0	$0
CAROLEE LEE	DIRECTOR	2.00	Director	$0	$0	$0
DAVID M RICKEY	DIRECTOR	2.00	Director	$0	$0	$0
DAVID R WEBB	DIRECTOR	2.00	Director	$0	$0	$0
EMILY HOLMES	DIRECTOR	2.00	Director	$0	$0	$0
FRANCOIS FERRE	DIRECTOR (END 02/23)	2.00	Director	$0	$0	$0
FRED MILLER	DIRECTOR	2.00	Director	$0	$0	$0
GAIL K NAUGHTON	DIRECTOR, CHAIRMAN	2.00	Director	$0	$0	$0
GENEVIEVE T JACOBS	DIRECTOR	2.00	Director	$0	$0	$0
J MARK WAXMAN	DIRECTOR (END 02/23)	2.00	Director	$0	$0	$0
JOHN M CARETHERS	DIRECTOR (START 02/23)	2.00	Director	$0	$0	$0
MARK V BOWLES	DIRECTOR (START 09/23)	2.00	Director	$0	$0	$0
PAMELA K WASSERMAN	DIRECTOR (END 12/23)	2.00	Director	$0	$0	$0
PAUL THIEL	DIRECTOR	2.00	Director	$0	$0	$0
RENETTA HAAS	DIRECTOR (START 12/23)	2.00	Director	$0	$0	$0
RICHARD S BODMAN	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT C DYNES	DIRECTOR	2.00	Director	$0	$0	$0
SANDOR W SHAPERY	DIRECTOR	2.00	Director	$0	$0	$0
SANDRA SCHMID	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS L TULLIE	DIRECTOR (START 09/23)	2.00	Director	$0	$0	$0
YOSHIFUMI TORII	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD STRYJEWSKI	CFO, TREASURER AND SECRETARY	40.00	Officer	$302,026	$61,068	$363,094
SHANE CROTTY	CHIEF SCI. OFFICER (START 09/23)	40.00	Key Emp	$409,436	$87,509	$496,945
JOHN KEEGAN	COO	40.00	Key Emp	$298,258	$67,756	$366,014
ALESSANDRO SETTE	DIVISION HEAD/CENTER HEAD/PROF	40.00	Highest	$557,795	$103,396	$661,191
MICHAEL CROFT	DIRECTOR, ACADEMIC AFFAIRS	40.00	Highest	$390,575	$80,091	$470,666
BJOERN PETERS	PROFESSOR	40.00	Highest	$378,202	$76,288	$454,490
STEPHEN P SCHOENBERGER	PROFESSOR	40.00	Highest	$320,610	$85,226	$405,836
HILDE CHEROUTRE	DIVISION HEAD/PROFESSOR	40.00	Highest	$323,988	$59,766	$383,754

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	$75,554,472	$83,691,328	$65,342,422	$-8,136,856
2022	$92,274,481	$92,177,095	$80,295,864	$97,386
2021	$102,015,351	$85,939,425	$70,149,069	$16,075,926
2020	$80,623,646	$81,170,041	$60,537,089	$-546,395
2019	$68,642,455	$70,159,237	$50,722,461	$-1,516,782

LA JOLLA INSTITUTE FOR IMMUNOLOGY