SAN DIEGO BIOMEDICAL RESEARCH INSTITUTE (EIN 463481092) - 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

JOANNA DAVIES

Phone

8582007156

Tax Period

2024-07-01 to 2025-06-30

SAN DIEGO BIOMEDICAL RESEARCH INSTITUTE, founded in 2013, is a community nonprofit in the Diseases & Disorders sector that reported $8.9M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

The SDBRI mission is to find new ways to predict and prevent cancer, diabetes, autoimmune disease, neurological disorders and HIV infection, and to accelerate medical advances that maintain health and improve quality of life.

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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 $8,798,203

Program Service Revenue $74,002

Investment Income $49,768

Other Revenue $0

TOTAL REVENUE $8,921,973

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,747,371

Fundraising Expenses $0

Program Expenses $8,662,474

Other Expenses $5,599,751

TOTAL EXPENSES $9,347,122

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,921,973	$7,629,808	+0.2%
Expenses	$9,347,122	$8,239,939	+0.1%
Net Income	$-425,149	$-610,131	-0.3%

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

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

$258,572

Total Directors

$258,572

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES BINLEY	Professor	40.00		$210,953	$53,548	$264,501
JOANNA DAVIES	President & CEO	40.00	Officer Director	$215,295	$43,277	$258,572
BRUNO CONTI	PROFESSOR	40.00		$213,379	$21,799	$235,178
DAVID MILNER	PROFESSOR	40.00		$191,205	$39,124	$230,329
DAVID GILBERT	PROFESSOR	40.00		$193,696	$30,830	$224,526
Maria Cecilia Marcondes	PROFESSOR	40.00		$145,104	$37,493	$182,597
ROBERTO BACCALA	ASSOC PROFESSOR	40.00		$123,229	$35,215	$158,444
CHRISTINE AUCIELLO	ACCTING MGR	40.00		$104,831	$30,074	$134,905
Max Webb	Director	1.00	Director	$0	$0	$0
JAKE SUTTON	Director	1.00	Director	$0	$0	$0
SCOT GINSBURG	Director	1.00	Director	$0	$0	$0
SHEILA FERGUSON	Treasurer	1.00	Officer Director	$0	$0	$0
MARK HARGREAVES	Secretary	1.00	Officer Director	$0	$0	$0
RICHARD WOLTMAN	Director	1.00	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	$8,921,973	$9,347,122	$13,648,150	$-425,149
2024	No data	No data	No data	No data
2023	$6,229,349	$7,394,007	$17,549,471	$-1,164,658
2022	$5,457,678	$6,759,977	$931,015	$-1,302,299
2021	$5,504,252	$5,521,642	$909,214	$-17,390
2020	$5,289,061	$5,168,390	$931,167	$120,671
2019	$4,158,429	$4,044,421	$691,169	$114,008
2018	$2,616,405	$2,629,032	$428,284	$-12,627

SAN DIEGO BIOMEDICAL RESEARCH INSTITUTE