MICROBIOME HEALTH RESEARCH INSTITUTE INC (EIN 461681862) - 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

2013

Legal Domicile

Principal Officer

JULIE BARRETT O'BRIEN

Phone

6175752201

Tax Period

2023-01-01 to 2023-12-31

MICROBIOME HEALTH RESEARCH INSTITUTE INC, founded in 2013, is a community nonprofit in the Medical Research sector that reported $4.4M in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $866K, a strong 20% operating margin.

Mission

OPENBIOME IS A PIONEERING NONPROFIT THAT ACCELERATES BOLD DISCOVERIES IN MICROBIOME SCIENCE, ETHICALLY AND EQUITABLY, TO IMPROVE HEALTH FOR ALL.

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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 $785,396

Program Service Revenue $22,100

Investment Income $309,412

Other Revenue $3,259,140

TOTAL REVENUE $4,376,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,320,669

Fundraising Expenses $0

Program Expenses $2,327,332

Other Expenses $1,189,107

TOTAL EXPENSES $3,509,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,376,048	$2,114,864	+1.1%
Expenses	$3,509,776	$3,470,177	+0.0%
Net Income	$866,272	$-1,355,313	-1.6%

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

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

$946,631

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA SERWIN	DIRECTOR/VICE CHAIR & SECRETARY	10.00	Officer Director	$0	$0	$0
JANE WILLIAMS MD	DIRECTOR/TREASURER	2.00	Officer Director	$0	$0	$0
NEIL RASMUSSEN	DIRECTOR/BOARD CHAIR	2.00	Officer Director	$0	$0	$0
ERIC ALM PHD	DIRECTOR	2.00	Director	$0	$0	$0
JAMES BILDNER	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN JONES	DIRECTOR	2.00	Director	$0	$0	$0
JOANNE KAMENS PHD	DIRECTOR	2.00	Director	$0	$0	$0
RUCHIKA KUMAR	DIRECTOR	2.00	Director	$0	$0	$0
GARABET YERETSSIAN PHD	DIRECTOR	2.00	Director	$0	$0	$0
PAUL LEECH	CHIEF OPERATING OFFICER	40.00	Officer	$209,107	$16,008	$225,115
KEN LINDE	CHIEF INFORMATION OFFICER	40.00	Officer	$197,254	$37,650	$234,904
MAJDI OSMAN MD MPH	CHIEF MEDICAL OFFICER	40.00	Officer	$200,484	$16,342	$216,826
JULIE O'BRIEN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$231,693	$38,093	$269,786
SUSAN WEIR	SENIOR SCIENTIST	40.00	Highest	$137,216	$4,162	$141,378
KATYA MONIZ	DIR OF GLOBAL MICROBIOME CONSERVANCY	40.00	Highest	$153,158	$14,496	$167,654
MICHAEL BOUGAS	CLINICAL OUTREACH DIRECTOR	40.00	Highest	$135,000	$24,366	$159,366
DAVE MCCALL	HUMAN RESOURCES DIRECTOR	40.00	Highest	$141,570	$35,595	$177,165
SHEVON WALKER	DIR OF CMC & SUPPLY CHAIN LOGISTICS	40.00	Highest	$150,338	$37,246	$187,584

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	No data	No data	No data	No data
2023	$4,376,048	$3,509,776	$9,964,560	$866,272
2022	$2,114,864	$3,470,177	$9,439,432	$-1,355,313
2021	$6,330,530	$3,245,836	$10,887,542	$3,084,694
2020	$4,240,854	$5,189,003	$8,257,492	$-948,149
2019	$10,542,189	$6,108,448	$11,344,766	$4,433,741
2018	$4,242,867	$4,117,278	$4,089,233	$125,589

MICROBIOME HEALTH RESEARCH INSTITUTE INC