THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION (EIN 331092191) - 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

2004

Legal Domicile

Phone

6023438411

Tax Period

2023-10-01 to 2024-09-30

THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, founded in 2004, is a mid-sized nonprofit in the Medical Research sector that reported $11.0M in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring.

Mission

Fundraising and development functions for The Translational Genomics Research Institute ("TGen"), Western Regional Medical Center, Inc. ("COH Phoenix") and their respective affiliates, which are 501(c)(3) tax-exempt organizations.

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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 $10,455,284

Program Service Revenue $0

Investment Income $591,893

Other Revenue $0

TOTAL REVENUE $11,047,177

Expense Breakdown

Grants Paid $9,708,783

Salaries & Benefits $1,451,807

Fundraising Expenses $1,717,612

Program Expenses $9,708,783

Other Expenses $458,622

TOTAL EXPENSES $11,619,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,047,177	$15,400,764	-0.3%
Expenses	$11,619,212	$16,987,277	-0.3%
Net Income	$-572,035	$-1,586,513	-0.6%

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

N/A

Volunteers

100

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

$861,676

Total Directors

$3,617,669

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENNETT DORRANCE	BOARD MEMBER/CHAIRMAN	1.0	Officer Director	$0	$0	$0
ERIN MASSEY	CHIEF DEVELOPMENT OFFICER	40.0	Officer Director	$0	$25,660	$386,023
KEN KENDRICK	BOARD MEMBER/SECRETARY	1.0	Officer Director	$0	$0	$0
RICHARD J LEHMANN	BOARD MEMBER/TREASURER	1.0	Officer Director	$0	$0	$0
ALAN POWELL	BOARD MEMBER	1.0	Director	$0	$0	$0
BILL POPE	BOARD MEMBER	1.0	Director	$0	$0	$0
CATHERINE IVY	BOARD MEMBER	1.0	Director	$0	$0	$0
DAVID LANE	BOARD MEMBER	1.0	Director	$0	$0	$0
FRED SHAULIS	BOARD MEMBER	1.0	Director	$0	$0	$0
GLENN D STEELE MD PHD	BOARD MEMBER	1.0	Director	$0	$0	$0
HOWARD YOUNG	BOARD MEMBER	1.0	Director	$0	$0	$0
J DANFORTH QUAYLE	BOARD MEMBER	1.0	Director	$0	$0	$0
JEFFREY M TRENT PHD	BOARD MEMBER	1.0	Director	$0	$343,288	$1,876,254
KEVIN TULIPANA DO MS	BOARD MEMBER	1.0	Director	$0	$39,884	$606,014
LYNDA CARTER ALTMAN	BOARD MEMBER	1.0	Director	$0	$0	$0
MICHEAL KAPLAN	BOARD MEMBER	1.0	Director	$0	$0	$0
MIKE INGRAM	BOARD MEMBER	1.0	Director	$0	$0	$0
PHIL FRANCIS	BOARD MEMBER	1.0	Director	$0	$0	$0
STEVE HILTON	BOARD MEMBER	1.0	Director	$0	$0	$0
STEVE STAGNER	BOARD MEMBER	1.0	Director	$0	$0	$0
TERESA BURLESON	BOARD MEMBER/TGEN COO	1.0	Director	$0	$31,378	$749,378
TROY RICHARDS	BOARD MEMBER	1.0	Director	$0	$0	$0
WILLIAM J POST	BOARD MEMBER	1.0	Director	$0	$0	$0
MANUEL ESTRADA	CFO/ASSISTANT TREASURER	0.0	Officer	$0	$36,511	$475,653

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	$11,047,177	$11,619,212	$22,786,653	$-572,035
2023	$15,400,764	$16,987,277	$22,611,724	$-1,586,513
2022	$11,571,587	$13,079,297	$24,398,471	$-1,507,710
2021	$3,772,453	$14,242,203	$24,235,369	$-10,469,750
2020	$23,062,861	$12,328,866	$36,934,555	$10,733,995
2019	$9,102,928	$9,749,790	$24,732,906	$-646,862
2018	$5,440,855	$7,578,274	$24,428,539	$-2,137,419

THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION