ANNUAL REVIEWS INVESTMENT CORPORAT… - Form 990 Financial Data

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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

MR PETER F CARPENTER

Phone

6504934400

Tax Period

2024-01-01 to 2024-12-31

ANNUAL REVIEWS INVESTMENT CORPORATION, founded in 2013, is a community nonprofit in the Science & Technology sector that reported $4.5M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.5M, a strong 100% operating margin.

Mission

ANNUAL REVIEWS INVESTMENT CORPORATION HAS BEEN FOUNDED TO SUPPORT ANNUAL REVIEWS IN THE FULFILLMENT OF ITS PURPOSES, THROUGH THE MANAGEMENT AND DISTRIBUTION OF FINANCIAL RESERVES.

Program Service Accomplishments

Program 1

Expenses: $486

ANNUAL REVIEWS INVESTMENT CORPORATION HAS BEEN FOUNDED TO SUPPORT ANNUAL REVIEWS IN THE FULFILLMENT OF ITS PURPOSES, THROUGH THE MANAGEMENT AND DISTRIBUTION OF FINANCIAL RESERVES.

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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 $0

Program Service Revenue $0

Investment Income $4,457,455

Other Revenue $0

TOTAL REVENUE $4,457,455

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $486

Other Expenses $4,986

TOTAL EXPENSES $4,986

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,457,455	$3,884,592	+0.1%
Expenses	$4,986	$363,274	-1.0%
Net Income	$4,452,469	$3,521,318	+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

N/A

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

$352,449

Total Directors

$540,191

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR RICHARD GALLAGHER	EX-OFFICIO DIRECTOR	1.00	Director	$0	$57,328	$540,191
JONATHAN MICHAEL	TREASURER	1.00	Officer	$0	$66,101	$352,449
MR PETER F CARPENTER	PRESIDENT & CEO	1.00	Officer Director	$0	$0	$0
DR KAREN S COOK	SECRETARY	1.00	Officer Director	$0	$0	$0
DR JOHN BRAUMAN	DIRECTOR	1.00	Director	$0	$0	$0
DR SANDRA M FABER	DIRECTOR	1.00	Director	$0	$0	$0
DR SAMUEL GUBINS	DIRECTOR	1.00	Director	$0	$0	$0
DR STEVEN E HYMAN	DIRECTOR	1.00	Director	$0	$0	$0
DR SABEEHA MERCHANT	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
2024	$4,457,455	$4,986	$130,212,467	$4,452,469
2023	$3,884,592	$363,274	$116,286,267	$3,521,318
2022	$3,486,547	$329,190	$98,185,551	$3,157,357
2021	$41,901,443	$347,971	$129,739,149	$41,553,472
2020	$10,030,878	$348,717	$100,883,350	$9,682,161
2019	$3,889,559	$361,410	$86,882,593	$3,528,149
2018	$3,713,225	$356,949	$68,684,710	$3,356,276

ANNUAL REVIEWS INVESTMENT CORPORATION