Citizens United for Research in Epilepsy (EIN 364253176) - 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

1998

Legal Domicile

Principal Officer

Beth Dean

Phone

3122551801

Tax Period

2025-01-01 to 2025-12-31

Citizens United for Research in Epilepsy, founded in 1998, is a community nonprofit in the Medical Research sector that reported $5.0M in total revenue in fiscal year 2025. Revenue decreased 18% compared to the prior year. Expenses of $5.5M exceeded revenue, resulting in a 11% operating deficit.

Mission

To find a cure for epilepsy by promoting and funding patient focused research.

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,941,461

Program Service Revenue $0

Investment Income $567,508

Other Revenue $-519,797

TOTAL REVENUE $4,989,172

Expense Breakdown

Grants Paid $2,274,098

Salaries & Benefits $2,332,251

Fundraising Expenses $707,715

Program Expenses $4,496,228

Other Expenses $922,836

TOTAL EXPENSES $5,529,185

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,989,172	$6,050,647	-0.2%
Expenses	$5,529,185	$6,196,609	-0.1%
Net Income	$-540,013	$-145,962	+2.7%

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

330

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

$794,290

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Beth Dean	CEO	037.50	Officer Highest	$344,007	$0	$344,007
Laura Lubbers	CSO	037.50	Officer Highest	$343,883	$0	$343,883
Alysha Biehl	Director of Development	037.50	Highest	$170,346	$0	$170,346
Dana Vielmetti	Director of Marketing and Communications	037.50	Highest	$164,251	$0	$164,251
Priya Balasurbramanian	Director of Research	037.50	Highest	$138,007	$0	$138,007
Elaine O'Loughlin	Associate Director of Research Initiatives	037.50	Highest	$134,338	$0	$134,338
John Anderluh	CFO	030.00	Officer	$106,400	$0	$106,400
Angela Mota	Director of Major Gifts	037.50	Highest	$100,904	$0	$100,904
Lisa Cotton	Immediate Past Chair	004.00	Director	$0	$0	$0
Shalee Cunneen	Secretary	004.00	Officer Director	$0	$0	$0
Steve Austin	Director	002.00	Director	$0	$0	$0
Irina Colon	Director	001.00	Director	$0	$0	$0
Kim Borden	Director	002.00	Director	$0	$0	$0
Roger Heldman	Treasurer	004.00	Officer Director	$0	$0	$0
Carrie Garman	Director	001.00	Director	$0	$0	$0
Maureen Flood Rabus	Director	001.00	Director	$0	$0	$0
David Reifman	Director	001.00	Director	$0	$0	$0
Walter Kelly	Director	001.00	Director	$0	$0	$0
Matt Schneider	Director	004.00	Director	$0	$0	$0
Kelly Cervantes	Director	004.00	Director	$0	$0	$0
Michael Alexrod	Director	001.00	Director	$0	$0	$0
Greg Mayes	Director	001.00	Director	$0	$0	$0
Jonathan Tuteur	Director	004.00	Director	$0	$0	$0
Justin Gover	Chair	006.00	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
2025	$4,989,172	$5,529,185	$10,409,120	$-540,013
2024	$6,050,647	$6,196,609	$10,689,964	$-145,962
2023	$6,183,163	$5,993,350	$10,587,072	$189,813
2022	$6,231,376	$5,793,113	$10,154,743	$438,263
2021	$6,043,691	$5,841,537	$10,496,452	$202,154
2020	$7,343,836	$7,549,802	$10,595,195	$-205,966
2019	$7,484,913	$6,263,446	$11,158,995	$1,221,467
2018	$7,450,862	$5,969,013	$6,395,235	$1,481,849

Citizens United for Research in Epilepsy