SOCIETY FOR MUCOSAL IMMUNOLOGY INC (EIN 541419447) - 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

1987

Legal Domicile

Principal Officer

ELIZABETH SCHLICHT

Phone

4143591650

Tax Period

2023-01-01 to 2023-12-31

SOCIETY FOR MUCOSAL IMMUNOLOGY INC, founded in 1987, is a small nonprofit that reported $497K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $96K, a strong 19% operating margin.

Mission

THE SOCIETY FOR MUCOSAL IMMUNOLOGY (SMI) WAS FORMED IN 1987 TO ADVANCE RESEARCH AND EDUCATION RELATED TO THE FIELD OF MUCOSAL IMMUNOLOGY. TODAY THE SOCIETY REPRESENTS A DIVERSE GROUP OF MORE THAN 600 SCIENTISTS AND CLINICIANS FROM ALL OVER THE WORLD.

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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 $20,000

Program Service Revenue $437,710

Investment Income $37,723

Other Revenue $1,307

TOTAL REVENUE $496,740

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $40,565

Program Expenses $285,789

Other Expenses $400,825

TOTAL EXPENSES $400,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$496,740	$648,534	-0.2%
Expenses	$400,825	$705,614	-0.4%
Net Income	$95,915	$-57,080	-2.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM AGACE	PRESIDENT	3.00	Officer Director	$0	$0	$0
RODNEY NEWBERRY	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
CLARE LLOYD	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL MCGUCKIN	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER LUND	COUNCILOR	1.00	Director	$0	$0	$0
KATHARINA LAHL	COUNCILOR	1.00	Director	$0	$0	$0
ILLIYAN ILIEV	COUNCILOR	1.00	Director	$0	$0	$0
THERESA ALENGHAT	COUNCILOR	1.00	Director	$0	$0	$0
MARK TRAVIS	COUNCILOR	1.00	Director	$0	$0	$0
ANTIOPI CARELIAS	COUNCILOR	1.00	Director	$0	$0	$0
ALEXANDRA CORBETT	COUNCILOR	1.00	Director	$0	$0	$0
TIMOTHY HAND	COUNCILOR (FROM 7/23)	1.00	Director	$0	$0	$0
LAUREN ZENEWICZ	COUNCILOR (THRU 7/23)	1.00	Director	$0	$0	$0
TAYLOR COHEN	INDUSTRY-AFFILIATED COUNCILOR (FROM 7/23)	1.00	Director	$0	$0	$0
ROBIN LORENZ	INDUSTRY-AFFILIATED COUNCILOR (THRU 7/23)	1.00	Director	$0	$0	$0
KATHRYN KNOOP	YOUNG PROF. COUNCILOR	1.00	Director	$0	$0	$0
IRAH KING	YOUNG PROF. COUNCILOR	1.00	Director	$0	$0	$0
ELIZABETH SCHLICHT	EXECUTIVE DIRECTOR	18.00	Officer	$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	No data	No data	No data	No data
2023	$496,740	$400,825	$2,391,437	$95,915
2022	$648,534	$705,614	$2,184,295	$-57,080
2021	$532,953	$336,423	$2,132,761	$196,530
2020	$432,056	$344,663	$1,837,665	$87,393
2019	$734,034	$688,590	$1,615,365	$45,444
2018	$672,762	$730,672	$1,460,649	$-57,910

SOCIETY FOR MUCOSAL IMMUNOLOGY INC