ASPEN Rhoads Research Foundation Inc (EIN 651226034) - 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

2002

Legal Domicile

Principal Officer

Wanda Johnson

Phone

3019209126

Tax Period

2023-10-01 to 2024-09-30

ASPEN Rhoads Research Foundation Inc, founded in 2002, is a small nonprofit in the Medical Research sector that reported $275K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $262K left a modest 5% surplus.

Mission

Support personal & professional development of nutrition researchers throughout their careers.

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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 $199,870

Program Service Revenue $0

Investment Income $75,247

Other Revenue $0

TOTAL REVENUE $275,117

Expense Breakdown

Grants Paid $145,000

Salaries & Benefits $35,669

Fundraising Expenses $4,284

Program Expenses $189,374

Other Expenses $81,628

TOTAL EXPENSES $262,297

Year-over-Year Comparison

	2023	2022	Change
Revenue	$275,117	$248,961	+0.1%
Expenses	$262,297	$309,590	-0.2%
Net Income	$12,820	$-60,629	-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

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

$352,950

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charlene Compher	President	1.00	Officer Director	$0	$0	$0
Molly McMahon	Immediate Past President	1.00	Director	$0	$0	$0
Lynn D Hiller	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Ajay Jain	ASPEN President	1.00	Officer Director	$0	$0	$0
Charles Mueller	Director of Development	1.00	Director	$0	$0	$0
Jill Hamilton-Reeves	Grant Review Committee Chair	1.00	Director	$0	$0	$0
Lingtak-Neander Chan	Director	1.00	Director	$0	$0	$0
Hassan S Dashti	Director	1.00	Director	$0	$0	$0
Gordon Jensen	Director	1.00	Director	$0	$0	$0
Ding-You Li	Director	1.00	Director	$0	$0	$0
Marina Mourtzakis	Director	1.00	Director	$0	$0	$0
Ed Tabor	Director	1.00	Director	$0	$0	$0
Wanda Johnson	Chief Executive Officer	1.00	Officer	$0	$23,700	$352,950

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	$275,117	$262,297	$3,070,867	$12,820
2024	$275,117	$262,297	$3,070,867	$12,820
2023	$248,961	$309,590	$2,546,687	$-60,629
2022	$272,754	$236,944	$2,333,651	$35,810
2021	$387,817	$320,901	$2,762,747	$66,916
2020	$246,700	$299,478	$2,332,554	$-52,778
2019	$733,061	$310,658	$2,379,377	$422,403
2018	$545,827	$433,924	$2,365,633	$111,903

ASPEN Rhoads Research Foundation Inc