VACCINE RESEARCH INSTITUTE OF SAN DIEGO (EIN 330903864) - 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

2001

Legal Domicile

Principal Officer

DAVID WHITACRE

Phone

8585813960

Tax Period

2024-07-01 to 2025-06-30

VACCINE RESEARCH INSTITUTE OF SAN DIEGO, founded in 2001, is a small nonprofit in the Medical Research sector that reported $665K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $625K left a modest 6% surplus.

Mission

SCIENTIFIC RESEARCH FOCUSING ON DEVELOPMENT OF PREVENTATIVE AND THERAPEUTIC TREATMENTS FOR BOTH INFECTIOUS (MAALARIA, HEPATITIS B AND C, AND INFLUENZA) AND NON-INFECTIOUS DISEASES (CANCER AND CARDIOVASCULAR 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 $664,793

Program Service Revenue $0

Investment Income $95

Other Revenue $0

TOTAL REVENUE $664,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $317,212

Fundraising Expenses $0

Program Expenses $436,821

Other Expenses $308,084

TOTAL EXPENSES $625,296

Year-over-Year Comparison

	2024	2023	Change
Revenue	$664,888	$531,611	+0.3%
Expenses	$625,296	$568,268	+0.1%
Net Income	$39,592	$-36,657	-2.1%

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

N/A

Employees

Volunteers

N/A

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

$149,069

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORY PETERS	SR SCIENTIST	40.00		$98,700	$0	$98,700
DAVID WHITACRE	Sec/Treas	20.00	Officer	$74,400	$3,850	$78,250
DAVID R MILICH	President	20.00	Officer	$56,018	$2,801	$58,819
JOYCE JONES	CEO	5.00	Officer	$12,000	$0	$12,000

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
2025	$664,888	$625,296	$32,142	$39,592
2024	$531,611	$568,268	$28,454	$-36,657
2019	$450,814	$398,797	$103,780	$52,017
2018	$767,443	$813,436	$274,396	$-45,993

VACCINE RESEARCH INSTITUTE OF SAN DIEGO