ORGANIZATION FOR AUTISM RESEARCH (EIN 542062167) - 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

2001

Legal Domicile

Principal Officer

KRISTEN M ESSEX

Phone

7032439710

Tax Period

2023-07-01 to 2024-06-30

ORGANIZATION FOR AUTISM RESEARCH, founded in 2001, is a community nonprofit in the Medical Research sector that reported $1.6M in total revenue in fiscal year 2017. Expenses of $1.4M left a modest 8% surplus.

Mission

SEE PART III, LINE 1.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,412,324

Program Service Revenue $4,690

Investment Income $88,988

Other Revenue $-182,792

TOTAL REVENUE $2,323,210

Expense Breakdown

Grants Paid $515,005

Salaries & Benefits $1,172,501

Fundraising Expenses $387,541

Program Expenses $1,919,939

Other Expenses $779,840

TOTAL EXPENSES $2,467,346

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,323,210	$2,819,297	-0.2%
Expenses	$2,467,346	$2,188,510	+0.1%
Net Income	$-144,136	$630,787	-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

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

$138,000

Total Directors

$138,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN ESSEX	EXECUTIVE DIRECTOR, SECRETARY	60.00	Officer Director	$135,000	$3,000	$138,000
JAMES M SACK	CHAIRMAN	4.00	Officer Director	$0	$0	$0
LORI LAPIN JONES	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARIE JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
LIZ CAVALIERE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERTO DATORRE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM DONLON	DIRECTOR (UNTIL 6/14/2024)	1.00	Director	$0	$0	$0
PETER GERHARDT	CHAIR, SCIENTIFIC COUNCIL	1.00	Director	$0	$0	$0
LISA HUSSMAN	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
CATHY SCHWALLIE FARMER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN SHORE	COMMUNITY REPRESENTATIVE	1.00	Director	$0	$0	$0
JOSEPH THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KOTOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER DEMAY	DIRECTOR (FROM 5/2/2024)	1.00	Director	$0	$0	$0
KIMBERLY HA	SR. DIRECTOR, RESEARCH AND PROGRAMS	40.00	Highest	$111,000	$3,000	$114,000

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	$2,323,210	$2,467,346	$3,869,084	$-144,136
2023	$2,819,297	$2,188,510	$4,110,656	$630,787
2022	$2,296,713	$1,786,537	$3,594,970	$510,176
2021	$1,694,880	$1,339,159	$3,295,138	$355,721
2020	$1,647,145	$1,607,163	$3,017,332	$39,982
2019	$1,650,876	$1,726,479	$2,092,311	$-75,603
2018	$1,572,742	$1,444,947	$2,118,579	$127,795
2018	$1,572,742	$1,444,947	$2,118,579	$127,795

ORGANIZATION FOR AUTISM RESEARCH