SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE (EIN 510197108) - 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

1976

Legal Domicile

Phone

8586463100

Tax Period

2023-07-01 to 2024-06-30

SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE, founded in 1976, is a major nonprofit in the Medical Research sector that reported $123.3M in total revenue in fiscal year 2023. Expenses of $111.2M left a modest 10% surplus.

Mission

FIRST CLASS TRAVEL IS GENERALLY NOT PERMITTED, EXCEPT UNDER VERY LIMITED AND RARE CIRCUMSTANCES AND CONDITIONS, SUCH AS A MEDICAL CONDITION REQUIREMENT AND URGENT CIRCUMSTANCES. THIS WAS NOT TREATED AS TAXABLE COMPENSATION.

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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 $107,001,067

Program Service Revenue $669,975

Investment Income $12,533,478

Other Revenue $3,067,961

TOTAL REVENUE $123,272,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,300,127

Fundraising Expenses $1,804,005

Program Expenses $90,729,383

Other Expenses $47,874,465

TOTAL EXPENSES $111,174,592

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,272,481	$117,219,104	+0.1%
Expenses	$111,174,592	$103,397,718	+0.1%
Net Income	$12,097,889	$13,821,386	-0.1%

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

594

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

$2,227,940

Total Directors

$1,624,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BRENNER MD	CEO AND PRESIDENT	50.0	Officer Director	$984,345	$327,443	$1,311,788
DONALD B KEARNS MD	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
WILLIAM GERHART	CHAIRMAN	1.0	Officer Director	$0	$0	$0
DANIEL J EPSTEIN	TRUSTEE	1.0	Director	$0	$0	$0
DAVID L SZEKERES JD	TRUSTEE	1.0	Director	$0	$0	$0
DAVID W DOWN	TRUSTEE	1.0	Director	$0	$0	$0
DOUGLAS H OBENSHAIN	TRUSTEE	1.0	Director	$0	$0	$0
JAMES C BLAIR PHD	TRUSTEE (PART YEAR)	1.0	Director	$0	$0	$0
JAMES M MYERS	TRUSTEE (PART YEAR)	1.0	Director	$0	$0	$0
KATHERINE CHAPIN	TRUSTEE	1.0	Director	$0	$0	$0
KAZUMI SHIOSAKI PHD	TRUSTEE	1.0	Director	$0	$0	$0
LONNA J WILLIAMS STOLPER	TRUSTEE	1.0	Director	$0	$0	$0
LORI MOORE	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL R CUNNINGHAM	TRUSTEE	1.0	Director	$0	$0	$0
NICHOLAS COSFORD	PROFESSOR & TRUSTEE	50.0	Director	$244,128	$68,484	$312,612
STUART A TANZ	TRUSTEE	1.0	Director	$0	$0	$0
TED ROTH	TRUSTEE	1.0	Director	$0	$0	$0
WILLIAM A ROPER	TRUSTEE	1.0	Director	$0	$0	$0
ADRIENNE CROWN JD	GENERAL COUNSEL & SECRETARY	50.0	Officer	$360,490	$48,673	$409,163
ROBIN RYAN	CFO & TREASURER	50.0	Officer	$458,690	$48,299	$506,989
CARL WARE PHD	CENTER DIRECTOR, IIDC	50.0	Highest	$454,389	$63,702	$518,091
KRISTIINA VUORI MD PHD	PROFESSOR	50.0	Highest	$601,208	$60,610	$661,818
MICHAEL JACKSON PHD	DRUG DISCOVERY & DEV, SR VP	50.0	Highest	$447,238	$58,573	$505,811
RANDAL KAUFMAN PHD	PROGRAM DIRECTOR	50.0	Highest	$402,033	$75,955	$477,988
ZE'EV RONAI PHD	CENTER DIRECTOR	50.0	Highest	$497,532	$63,660	$561,192
C RANDAL MILLS PHD	FORMER CEO	0.0		$341,250	$0	$341,250

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	$123,272,481	$111,174,592	$326,353,986	$12,097,889
2023	$117,219,104	$103,397,718	$308,605,226	$13,821,386
2022	$107,303,034	$106,781,079	$289,830,509	$521,955
2021	$124,726,984	$108,924,075	$337,147,969	$15,802,909
2020	$116,730,403	$112,647,929	$307,274,683	$4,082,474
2019	$122,956,459	$186,280,858	$338,796,799	$-63,324,399
2018	$125,326,751	$143,519,364	$430,760,547	$-18,192,613

SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE