RICHMOND INSTITUTE FOR VETERANS RESEARCH (EIN 541522206) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

SHERYL UNDERWOOD

Phone

8046755151

Tax Period

2024-01-01 to 2024-12-31

MCGUIRE RESEARCH INSTITUTE INC, founded in 1989, is a community nonprofit in the Medical Research sector that reported $6.1M in total revenue in fiscal year 2018. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 29% operating margin.

Mission

MEDICAL RESEARCH, EDUCATION AND PATIENT CARE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,619,784

Program Service Revenue $52,628

Investment Income $702,907

Other Revenue $14,800

TOTAL REVENUE $5,390,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,892,148

Fundraising Expenses $0

Program Expenses $4,221,555

Other Expenses $2,287,266

TOTAL EXPENSES $5,179,414

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,390,119	$5,678,794	-0.1%
Expenses	$5,179,414	$4,389,317	+0.2%
Net Income	$210,705	$1,289,477	-0.8%

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

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

$221,990

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J RONALD JOHNSON	DIRECTOR	3.00	Director	$0	$0	$0
LENORE N JOSEPH MD	DIRECTOR	3.00	Director	$0	$0	$0
ANTHONY J MINISI MD	DIRECTOR	3.00	Director	$0	$0	$0
MARY FARRELL	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL GODSCHALK MD	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL PANDAK MD	DIRECTOR	3.00	Director	$0	$0	$0
DENISE LESTER	DIRECTOR	3.00	Director	$0	$0	$0
JULIE BEALES MD	DIRECTOR - ENDED 08/15/2024)	3.00	Director	$0	$0	$0
THOMAS MURPHY	DIRECTOR - INTERIM CHIEF OF STAFF (STARTED 11/21/2	3.00	Director	$0	$0	$0
JOSE HUIZAR	CHAIRMAN OF THE BOARD	3.00	Officer Director	$0	$0	$0
SHERYL UNDERWOOD	EXEC DIRECTOR	40.00	Officer	$122,300	$0	$122,300
MIKELA JULY	FINANCIAL OFFICER	40.00	Officer	$99,690	$0	$99,690
FRANKLIN ZIEVE	PRINCIPAL INVESTIGATOR	20.00	Highest	$145,375	$0	$145,375

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	$5,390,119	$5,179,414	$16,007,373	$210,705
2023	$5,678,794	$4,389,317	$15,789,906	$1,289,477
2022	$5,239,440	$4,364,944	$14,555,123	$874,496
2021	$5,784,509	$3,591,762	$13,483,713	$2,192,747
2020	$4,961,837	$4,134,969	$11,530,540	$826,868
2019	$5,453,609	$4,690,778	$10,566,209	$762,831
2018	$6,058,340	$4,289,756	$10,034,705	$1,768,584

RICHMOND INSTITUTE FOR VETERANS RESEARCH