Helen Keller Foundation for Research & Education Inc (EIN 630983733) - 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

1995

Legal Domicile

Principal Officer

Robert Morris MD

Phone

2059339389

Tax Period

2023-10-01 to 2024-09-30

Helen Keller Foundation for Research & Education Inc, founded in 1995, is a community nonprofit in the Medical Research sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 417% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 78% operating margin.

Mission

To provide, promote, and fund a facility for eye research, education and related services for the benefit of the scientific and medical community and the general public.

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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 $2,130,966

Program Service Revenue $0

Investment Income $21,938

Other Revenue $0

TOTAL REVENUE $2,152,904

Expense Breakdown

Grants Paid $41,000

Salaries & Benefits $195,432

Fundraising Expenses $0

Program Expenses $434,021

Other Expenses $242,075

TOTAL EXPENSES $478,507

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,152,904	$416,371	+4.2%
Expenses	$478,507	$459,461	+0.0%
Net Income	$1,674,397	$-43,090	-39.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Robert Morris	President	10.00	Officer Director	$0	$0	$0
Mr Raymond Griffin	Board Member	1.00	Director	$0	$0	$0
Mr Ronald Levitt	Secretary	1.00	Officer Director	$0	$0	$0
Dr Mathew Sapp	Board Member	1.00	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	No data	No data	No data	No data
2024	$2,152,904	$478,507	$1,682,505	$1,674,397
2023	$416,371	$459,461	$40,015	$-43,090
2022	$471,888	$444,938	$70,478	$26,950
2021	$275,191	$264,086	$63,339	$11,105
2020	$231,313	$233,814	$53,685	$-2,501
2019	$292,521	$327,175	$28,834	$-34,654
2018	$337,858	$317,706	$54,431	$20,152

Helen Keller Foundation for Research & Education Inc