LOVELACE BIOMEDICAL & ENVIRONMENTAL RESEARCH INSTITUTE INC (EIN 510154068) - 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

1975

Legal Domicile

Principal Officer

ROBERT W RUBIN

Phone

5053489383

Tax Period

2018-09-29 to 2019-09-27

LOVELACE BIOMEDICAL & ENVIRONMENTAL RESEARCH INSTITUTE INC, founded in 1975, is a mid-sized nonprofit that reported $36.7M in total revenue in fiscal year 2018. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $35.6M left a modest 3% surplus.

Mission

LBERI'S MISSION IS TO SERVE HUMANITY THROUGH RESEARCH ON THE PREVENTION, TREATMENT, AND CURE OF RESPIRATORY DISEASE AND SUPPORT THE RESEARCH AND EFFORTS OF LBRI.

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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 (2018)

Revenue Breakdown

Contributions & Grants $26,713,173

Program Service Revenue $9,993,769

Investment Income $0

Other Revenue $0

TOTAL REVENUE $36,706,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,446,729

Fundraising Expenses $0

Program Expenses $28,487,024

Other Expenses $17,141,095

TOTAL EXPENSES $35,587,824

Year-over-Year Comparison

	2018	2017	Change
Revenue	$36,706,942	$29,150,940	+0.3%
Expenses	$35,587,824	$36,102,432	0.0%
Net Income	$1,119,118	$-6,951,492	-1.2%

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

283

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

$1,842,247

Total Directors

$1,731,580

Key Employees

$537,696

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT RUBIN PHD	CHAIRMAN, CEO, DIRECTOR	36.00	Officer Director	$777,972	$38,942	$816,914
SHANNON TOMA	DIRECTOR, COO, CFO	2.00	Officer Director	$0	$38,942	$541,054
STEVEN BELINSKY	DIRECTOR, PRESIDENT	40.00	Officer Director	$318,354	$37,305	$355,659
CHARLES HOBBS	DIRECTOR, VICE-CHAIR	2.00	Officer Director	$17,953	$0	$17,953
TESS BURLESON	DIR, SECRETARY, TREASURER	2.00	Officer Director	$0	$0	$0
JACKIE LOVELACE-JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
FRANCES LAUR	ASSISTANT SECRETARY	36.00	Officer	$0	$19,754	$110,667
JACOB MCDONALD	VP APPSCI/DIR RESP ENVI OC	40.00	Key Emp	$275,521	$41,695	$317,216
MELANIE DOYLE-EISELE	DIRECTOR OF LIFE SCIENCES	40.00	Key Emp	$191,052	$29,428	$220,480
EDWARD BARRETT DIRECTOR	TRANSLATIONAL RESEARCH	40.00	Highest	$207,079	$35,559	$242,638
LAWRENCE MALLIS	DIRECTOR OF BIOANALYTICAL OPERATIONS	40.00	Highest	$183,761	$30,617	$214,378
ANDREW GIGLIOTTI PATHOLOGIST	ASSOC CONTRACT SCIENTIST	40.00	Highest	$176,348	$32,682	$209,030
YOHANNES TESFAIGZI	SCIENTIST EMERITUS	40.00	Highest	$171,188	$31,952	$203,140
PHILIP KUEHL	DIRECTOR, SCIENTIFIC CORE LABORATORY	40.00	Highest	$160,854	$16,845	$177,699

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
2019	$36,706,942	$35,587,824	$86,733,655	$1,119,118
2018	$29,150,940	$36,102,432	$85,548,747	$-6,951,492

LOVELACE BIOMEDICAL & ENVIRONMENTAL RESEARCH INSTITUTE INC