Arbor Research Collaborative for Health (EIN 383289521) - 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

1995

Legal Domicile

Principal Officer

Christopher Spera

Phone

7346654108

Tax Period

2024-01-01 to 2024-12-31

Arbor Research Collaborative for Health, founded in 1995, is a mid-sized nonprofit in the Medical Research sector that reported $20.4M in total revenue in fiscal year 2024. Expenses of $19.0M left a modest 7% surplus.

Mission

TO IMPROVE PATIENT CARE THROUGH RESEARCH THAT SHAPES MEDICAL POLICIES AND PRACTICE.

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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 $4,226,518

Program Service Revenue $15,860,965

Investment Income $263,277

Other Revenue $2,538

TOTAL REVENUE $20,353,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,562,402

Fundraising Expenses $0

Program Expenses $14,064,340

Other Expenses $3,444,935

TOTAL EXPENSES $19,007,337

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,353,298	$20,668,892	0.0%
Expenses	$19,007,337	$20,251,526	-0.1%
Net Income	$1,345,961	$417,366	+2.2%

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

130

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

$1,100,450

Total Directors

$820,767

Key Employees

$813,922

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher Spera	President	40.00	Officer Director	$693,127	$47,640	$740,767
Marianne Udow-Phillips	Chair	1.00	Officer Director	$12,000	$0	$12,000
Akinlolu Ojo	Vice Chair	1.00	Officer Director	$8,000	$0	$8,000
Judy Walker	Secretary	1.00	Officer Director	$6,000	$0	$6,000
Richard Pietroski	Treasurer	1.00	Officer Director	$8,000	$0	$8,000
Mark Barr	Director	1.00	Director	$6,000	$0	$6,000
Gerald Croan	Director	1.00	Director	$6,000	$0	$6,000
Paula Lantz	Director	1.00	Director	$6,000	$0	$6,000
David Morlock	Director	1.00	Director	$6,000	$0	$6,000
Larry Warren	Director	1.00	Director	$8,000	$0	$8,000
Deborah Klein Walker	Director	1.00	Director	$6,000	$0	$6,000
Jocelyn G Dewitt	Director	1.00	Director	$8,000	$0	$8,000
Chauncey Lynch II	VP Finance	40.00	Officer	$284,062	$41,621	$325,683
Ping Yu	Chief Growth Officer	40.00	Key Emp	$260,025	$29,893	$289,918
David Dickinson	VP Information	40.00	Key Emp	$275,236	$18,651	$293,887
Denise Boucke	VP People Operations	40.00	Key Emp	$202,542	$27,575	$230,117
Roberto F Silva Pecoitis Filho	Scientific Director	40.00	Highest	$262,824	$23,393	$286,217
Alyssa Pozniak	Sr. Resrch Scientist	40.00	Highest	$177,361	$42,729	$220,090
Marc Turenne	Scientific Director	40.00	Highest	$191,628	$37,228	$228,856
Viktor Andreev	Research Scientist	40.00	Highest	$190,115	$34,549	$224,664
Nathan West	Sr. Resrch Scientist	40.00	Highest	$176,781	$12,247	$189,028

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	$20,353,298	$19,007,337	$18,787,646	$1,345,961
2023	$20,668,892	$20,251,526	$17,594,396	$417,366
2022	$24,811,011	$20,871,262	$18,222,667	$3,939,749
2021	$18,357,581	$18,043,036	$23,346,603	$314,545
2020	$21,315,353	$20,354,060	$25,725,085	$961,293
2019	$18,537,234	$18,670,545	$24,151,786	$-133,311
2018	$19,423,762	$24,079,005	$15,630,690	$-4,655,243

Arbor Research Collaborative for Health