STOWERS RESOURCE MANAGEMENT INC (EIN 412186719) - 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

2005

Legal Domicile

Phone

8169264000

Tax Period

2023-07-01 to 2024-06-30

STOWERS RESOURCE MANAGEMENT INC, founded in 2005, is a major nonprofit in the Diseases & Disorders sector that reported $157.1M in total revenue in fiscal year 2023. Revenue surged 650% from the prior year, signaling strong growth momentum. Net assets of $1.7B represent 130 months of operating reserves.

Mission

STOWERS RESOURCE MANAGEMENT ("SRM") SUPPORTS THE ACTIVITIES OF STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR") WHICH CONDUCTS BASIC CELL AND MOLECULAR BIOLOGY RESEARCH AND THE GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH ("GSSIMR") WHICH PROVIDES GRADUATE EDUCATION THAT WILL PREPARE SCHOLARS FOR SCIENTIFIC RESEARCH IN THE BIOLOGICAL SCIENCES.

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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 $2,060,375

Program Service Revenue $40,450,210

Investment Income $114,591,270

Other Revenue $30,537

TOTAL REVENUE $157,132,392

Expense Breakdown

Grants Paid $115,000,000

Salaries & Benefits $26,815,636

Fundraising Expenses $542,316

Program Expenses $163,808,323

Other Expenses $30,592,388

TOTAL EXPENSES $172,408,024

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,132,392	$20,963,626	+6.5%
Expenses	$172,408,024	$68,679,277	+1.5%
Net Income	$-15,275,632	$-47,715,651	-0.7%

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

162

Volunteers

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

$7,207,693

Total Directors

$8,286,634

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES GERMAN	DIRECTOR/EVP/GENERAL COUNSEL	40.0	Officer Director	$1,110,953	$79,359	$1,190,312
GEORGE L SATTERLEE	DIRECTOR /EVP/HR	40.0	Officer Director	$494,387	$81,376	$575,763
JONATHAN THOMAS	DIR/VICE CHAIR	2.0	Officer Director	$0	$0	$0
RICHARD W BROWN	DIRECTOR/CHAIR/PRES/CEO	40.0	Officer Director	$2,963,544	$83,699	$3,047,243
ALBERZINE FREEMAN	DIRECTOR	2.0	Director	$0	$0	$0
ALEJANDRO SNCHEZ ALVARADO	DIRECTOR	2.0	Director	$0	$691,736	$1,722,794
BRENT KREIDER	DIRECTOR	2.0	Director	$0	$98,179	$848,287
CICI ROJAS	DIRECTOR	2.0	Director	$0	$0	$0
CLIFFORD W ILLIG	DIRECTOR	2.0	Director	$0	$0	$0
DAVID A WELTE	DIRECTOR	2.0	Director	$0	$0	$0
GINA KAISER	DIRECTOR	2.0	Director	$0	$0	$0
JAMES E STOWERS III	DIRECTOR	2.0	Director	$0	$0	$0
JOHN BLUFORD	DIRECTOR	2.0	Director	$0	$0	$0
JULIE WILSON	DIRECTOR	2.0	Director	$0	$0	$0
KAUSIK SI	DIRECTOR	2.0	Director	$0	$167,325	$902,235
MAURICE WATSON	DIRECTOR	2.0	Director	$0	$0	$0
PAM LOKKEN	DIRECTOR	2.0	Director	$0	$0	$0
EVELYN TRAVNIK	VP/CIO	40.0	Officer	$14,222	$3,951	$18,173
JENNIFER H PAWLOSKY	CHIEF OF STAFF/VP OF COMM	40.0	Officer	$472,097	$86,079	$558,176
JOSELYN VERSCHELDEN	VP/DEPUTY GEN COUNSEL	40.0	Officer	$292,582	$77,012	$369,594
KIM CHEE	VP OF FINANCE	40.0	Officer	$318,317	$66,256	$384,573
PENNY M SPENCE	EVP/CFO	40.0	Officer	$715,752	$73,207	$788,959
TONYEA INGLIS	VP OF REGULATORY AFFAIRS	40.0	Officer	$210,957	$63,943	$274,900
JESSICA WITT	DIR OF IT	40.0	Highest	$244,298	$59,332	$303,630
KATY GRAHAM	DIR OF ACCOUNTING	40.0	Highest	$173,197	$39,417	$212,614
PATRICK MITCHELL JR	VP OF HR THRU 9/28/23	40.0	Highest	$1,161,799	$73,131	$1,234,930
SHAUN PRICE	DIR OF INFO SECURITY	40.0	Highest	$167,133	$52,075	$219,208
TIMOTHY J GEARY	DIR OF OPS AND SERVICES	40.0	Highest	$272,494	$68,535	$341,029
MICHAEL NEWHOUSE	FORMER DIR OF IT OPS	0.0		$256,250	$0	$256,250

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	No data	No data	No data	No data
2024	$157,132,392	$172,408,024	$1,998,285,855	$-15,275,632
2023	$20,963,626	$68,679,277	$1,754,575,141	$-47,715,651
2022	$145,680,496	$90,235,049	$1,809,838,380	$55,445,447
2021	$214,490,886	$185,361,459	$2,385,097,265	$29,129,427
2020	$141,682,849	$137,502,908	$1,882,453,562	$4,179,941
2019	$146,917,676	$136,077,997	$1,532,123,017	$10,839,679
2018	$138,983,898	$149,463,541	$1,345,381,104	$-10,479,643

STOWERS RESOURCE MANAGEMENT INC