LUPUS RESEARCH ALLIANCE INC (EIN 582492929) - 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

1999

Legal Domicile

Principal Officer

ALBERT T ROY

Phone

6468846000

Tax Period

2024-01-01 to 2024-12-31

LUPUS RESEARCH ALLIANCE INC, founded in 1999, is a mid-sized nonprofit in the Medical Research sector that reported $18.6M in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $38.2M exceeded revenue, resulting in a 106% operating deficit.

Mission

FREEING THE WORLD OF LUPUS.

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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 $11,172,604

Program Service Revenue $1,874,491

Investment Income $4,937,822

Other Revenue $570,065

TOTAL REVENUE $18,554,982

Expense Breakdown

Grants Paid $15,491,102

Salaries & Benefits $11,287,230

Fundraising Expenses $4,204,298

Program Expenses $30,004,328

Other Expenses $11,322,100

TOTAL EXPENSES $38,175,432

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,554,982	$50,861,497	-0.6%
Expenses	$38,175,432	$35,405,251	+0.1%
Net Income	$-19,620,450	$15,456,246	-2.3%

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

500

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

$1,916,127

Total Directors

Key Employees

$534,641

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IRA AKSELRAD	CHAIR	1.00	Officer Director	$0	$0	$0
JOSEPH MAURIELLO	TREASURER	1.00	Officer Director	$0	$0	$0
ANNA FISCH	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES ANDREW	DIRECTOR	1.00	Director	$0	$0	$0
BISHOP RUDY V CARLTON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIE COLON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW C CHAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER DAKIN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIE DESCHERER	DIRECTOR	1.00	Director	$0	$0	$0
KATEY DRISCOLL	DIRECTOR	1.00	Director	$0	$0	$0
MOTI FERDER	DIRECTOR	1.00	Director	$0	$0	$0
XAVIER GROSS	DIRECTOR	1.00	Director	$0	$0	$0
JOE GERMANOTTA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KIES	DIRECTOR	1.00	Director	$0	$0	$0
GARY KORETSKY	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL LAVECCHIA	DIRECTOR	1.00	Director	$0	$0	$0
VERONICA VARGAS LUPO	DIRECTOR	1.00	Director	$0	$0	$0
NADEEM MEGHJI	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM J MULVIHILL	DIRECTOR	1.00	Director	$0	$0	$0
NIDHI PATEL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SEDER MD	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL J WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
JULIUS WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM WOLFE	DIRECTOR	1.00	Director	$0	$0	$0
SPENCER ZWICK	DIRECTOR	1.00	Director	$0	$0	$0
ALBERT ROY	CEO AND PRESIDENT	40.00	Officer	$427,429	$92,685	$520,114
STACIE BELL PHD	CHIEF CLINICAL RESEARCH OFFICER	40.00	Officer	$301,419	$50,676	$352,095
DEBRA ROSE	CHIEF FINANCAL OFFICER	40.00	Officer	$259,368	$84,594	$343,962
TEODORA STAEVA	CHIEF SCIENTIFIC OFFICER	40.00	Officer	$325,453	$81,570	$407,023
ANDREA O'NEILL	VP, DEVELOPMENT	40.00	Officer	$248,348	$44,585	$292,933
PENELOPE MITCHELL	VP OF COMMUNICATIONS	40.00	Key Emp	$210,708	$47,301	$258,009
LUKE EASLEY	VP OF HR & ADMINISTRATION	40.00	Key Emp	$233,917	$42,715	$276,632
DEVON KELLY	LUPUS NEXUS DIRECTOR	40.00	Highest	$226,537	$46,357	$272,894
DOREY NEILINGER	SENIOR DIRECTOR OF PHILANTHROPY	40.00	Highest	$189,043	$47,611	$236,654
HOANG NGUYEN	DIRECTOR OF SCIENTIFIC PARTNERSHIP	40.00	Highest	$167,678	$39,601	$207,279
JONATHAN MARKS	DIRECTOR OF CORPORATE DEVELOPMENT	40.00	Highest	$147,444	$52,686	$200,130
KENNETH M FABER	FORMER CEO & PRESIDENT	40.00		$375,000	$0	$375,000
JENNIFER MERIWETHER	CLIN OPS DIRECTOR, LT	40.00	Highest	$199,140	$39,763	$238,903

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	$18,554,982	$38,175,432	$93,254,416	$-19,620,450
2023	$50,861,497	$35,405,251	$111,947,130	$15,456,246
2022	$22,699,491	$32,373,925	$98,907,292	$-9,674,434
2021	$23,780,030	$26,772,083	$110,909,946	$-2,992,053
2020	$44,790,052	$34,266,813	$103,408,141	$10,523,239
2019	$21,058,692	$26,811,042	$71,431,718	$-5,752,350
2018	$19,027,496	$22,863,628	$65,079,955	$-3,836,132

LUPUS RESEARCH ALLIANCE INC