SOCIETY FOR WOMEN'S HEALTH RESEARCH

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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

1990

Legal Domicile

Principal Officer

KATHRYN SCHUBERT

Phone

2022238224

Tax Period

2024-01-01 to 2024-12-31

SOCIETY FOR WOMEN'S HEALTH RESEARCH, founded in 1990, is a community nonprofit in the Health Care sector that reported $2.5M in total revenue in fiscal year 2024. Expenses of $2.4M left a modest 6% surplus.

Mission

ADVANCE WOMEN'S HEALTH THROUGH SCIENCE, POLICY, AND EDUCATION WHILE PROMOTING RESEARCH ON SEX DIFFERENCES TO OPTIMIZE WOMEN'S HEALTH.

Program Service Accomplishments

Program 1

Expenses: $1,123,918

SCIENTIFIC, SWHR NETWORKS, AND BOSD JOURNAL - SWHR MAINTAINS A DIALOGUE WITH THE PUBLIC AND PRIVATE SECTOR RESEARCH COMMUNITIES TO EDUCATE THEM ABOUT THE NEED FOR RESEARCH IN WOMEN'S HEALTH AND THE STUDY OF SEX DIFFERENCES. SWHR CO-OWNS THE BIOLOGY OF SEX DIFFERENCE JOURNAL (TO ENHANCE THE KNOWLEDGE OF SEX AND GENDER DIFFERENCES). SWHR CONVENES INTERDISCIPLINARY WORKING GROUP MEMBERS THAT INCLUDE RESEARCHERS, CLINICIANS, PATIENTS, AND OTHER EXPERTS TO ADDRESS GAPS IN KNOWLEDGE AND UNMET NEEDS IN WOMEN'S HEALTH ACROSS THE LIFESPAN.

Program 2

Expenses: $727,999

POLICY AND ADVOCACY - SWHR SEEKS TO INCREASE FEDERAL FUNDING FOR BIOMEDICAL RESEARCH FOR CONDITIONS THAT AFFECT WOMEN AND FOR SEX DIFFERENCES RESEARCH. SWHR SEEKS TO ENSURE THAT WOMEN ARE INCLUDED...

POLICY AND ADVOCACY - SWHR SEEKS TO INCREASE FEDERAL FUNDING FOR BIOMEDICAL RESEARCH FOR CONDITIONS THAT AFFECT WOMEN AND FOR SEX DIFFERENCES RESEARCH. SWHR SEEKS TO ENSURE THAT WOMEN ARE INCLUDED APPROPRIATELY IN CLINICAL TRIALS, THAT TRIAL RESULTS (RESEARCH FINDINGS) ARE ANALYZED FOR SEX AND GENDER DIFFERENCES, AND THAT APPROPRIATE FUNDING IS PROVIDED FOR THE OFFICES OF WOMEN'S HEALTH AT NIH, HHS, AND FDA. FURTHERMORE, SWHR ADVOCATES FOR IMPROVED REGULATORY POLICY, COVERAGE AND PAYMENT POLICY, AND PRIVATE HEALTH PLAN POLICY TO BENEFIT THE HEALTH OF WOMEN.

Program 3

Expenses: $166,237

COMMUNICATIONS - SWHR EDUCATES WOMEN IN THE PUBLIC ABOUT THE VALUE OF BIOMEDICAL RESEARCH AND THE LATEST FINDINGS ABOUT DISEASE PREVENTION, DIAGNOSIS, AND TREATMENT OPTIONS.

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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 $2,540,492

Program Service Revenue $0

Investment Income $128,360

Other Revenue $-142,228

TOTAL REVENUE $2,526,624

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,553,495

Fundraising Expenses $129,718

Program Expenses $2,018,154

Other Expenses $816,678

TOTAL EXPENSES $2,370,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,526,624	$2,459,607	+0.0%
Expenses	$2,370,173	$1,876,324	+0.3%
Net Income	$156,451	$583,283	-0.7%

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

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

$589,707

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN SCHUBERT MPP CAE	PRESIDENT & CEO	37.50	Officer	$332,813	$57,746	$390,559
YONAS FSAHAYE MBA	CFO	37.50	Officer	$181,499	$17,649	$199,148
IRENE O ANINYE	CHIEF SCIENCE OFFICER	37.50	Highest	$150,023	$22,038	$172,061
LINDSEY N MILTENBERGER	CHIEF ADVOCACY OFFICER	37.50	Highest	$124,028	$16,254	$140,282
JULIE MILLER	DEVELOPMENT DIRECTOR	37.50	Highest	$107,367	$39,820	$147,187
GRETTA STONE	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
SHONTELLE DODSON PHARMD	IMMEDIATE PAST CHAIR	3.00	Officer Director	$0	$0	$0
JENELLE KRISHNAMOORTHY PHD	SECRETARY-TREASURER	3.00	Officer Director	$0	$0	$0
PATTI COMPTON MS	EXECUTIVE COMMITTEE DIRECTOR	3.00	Director	$0	$0	$0
ERIKA MILLER JD	EXECUTIVE COMMITTEE DIRECTOR	3.00	Director	$0	$0	$0
JIM CAREY	DIRECTOR	3.00	Director	$0	$0	$0
ANNE B CROPP PHARMD BCAP	DIRECTOR	3.00	Director	$0	$0	$0
LINDA G GRIFFITH PHD	DIRECTOR	3.00	Director	$0	$0	$0
JUDETTE LOUIS MD MPH	DIRECTOR	3.00	Director	$0	$0	$0
MARIANNE SLIGHT	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL YBARRA MD	DIRECTOR	3.00	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	$2,526,624	$2,370,173	$3,693,359	$156,451
2023	$2,459,607	$1,876,324	$3,579,022	$583,283
2022	$1,941,039	$1,596,067	$3,008,818	$344,972
2021	$2,203,822	$1,422,844	$2,354,659	$780,978
2020	$1,581,715	$1,497,282	$1,706,481	$84,433
2019	$1,455,206	$1,377,654	$1,569,826	$77,552
2018	$1,479,578	$1,423,008	$1,521,383	$56,570