THE NATIONAL DIABETES AND OBESITY RESEARCH INSTITUTE AT TRADITION MS (EIN 473313670) - 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

2015

Legal Domicile

Principal Officer

KAREN SOCK

Phone

2288318764

Tax Period

2023-07-01 to 2024-06-30

THE NATIONAL DIABETES AND OBESITY RESEARCH INSTITUTE AT TRADITION MS, founded in 2015, is a small nonprofit in the Medical Research sector that reported $430K in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $741K exceeded revenue, resulting in a 72% operating deficit.

Mission

TO PROVIDE ASSISTANCE WITH DIABETES AND OBESITY EDUCATION, PREVENTION, MANAGEMENT AND RESEARCH.

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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 $429,658

Program Service Revenue $0

Investment Income $0

Other Revenue $17

TOTAL REVENUE $429,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $348,006

Fundraising Expenses $19,402

Program Expenses $669,173

Other Expenses $392,677

TOTAL EXPENSES $740,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$429,675	$1,138,528	-0.6%
Expenses	$740,683	$866,008	-0.1%
Net Income	$-311,008	$272,520	-2.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR PHIL BRYANT	MEMBER	1.00	Director	$0	$0	$0
MR KENT NICAUD	MEMBER	1.00	Director	$0	$0	$0
MRS KAREN SOCK	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MR JOSEPH CANIZARO	MEMBER	20.00	Director	$0	$0	$0
DR MARY GRAHAM	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
DR ITALO SUBBARAO	MEMBER	1.00	Director	$0	$0	$0
DR ALFRED MCNAIR	MEMBER	1.00	Director	$0	$0	$0
STEPHEN FARROW	EMPLOYEE	40.00	Highest	$147,326	$0	$147,326

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	$429,676	$785,388	$41,008	$-355,712
2024	$429,675	$740,683	$85,712	$-311,008
2023	$1,138,528	$866,008	$184,482	$272,520
2023	$1,138,528	$866,008	$184,482	$272,520
2022	$1,020,436	$836,467	$331,821	$183,969
2021	$1,091,125	$906,301	$140,676	$184,824

THE NATIONAL DIABETES AND OBESITY RESEARCH INSTITUTE AT TRADITION MS