EAST BAY INSTITUTE FOR RESEARCH AND EDUCATION (EIN 680177975) - 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

1988

Legal Domicile

Principal Officer

LISA RIGBY

Phone

5305580462

Tax Period

2023-10-01 to 2024-09-30

EAST BAY INSTITUTE FOR RESEARCH AND EDUCATION, founded in 1988, is a community nonprofit in the Medical Research sector that reported $1.7M in total revenue in fiscal year 2023. Expenses of $1.5M left a modest 8% surplus.

Mission

TO PROMOTE MEDICAL RESEARCH AND RELATED EDUCATION FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES CONSISTENT WITH TITLE 38 U.S.C. 4161-4178.

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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 $5,000

Program Service Revenue $1,664,424

Investment Income $138

Other Revenue $0

TOTAL REVENUE $1,669,562

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,103,065

Fundraising Expenses $0

Program Expenses $1,198,705

Other Expenses $432,665

TOTAL EXPENSES $1,535,730

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,669,562	$1,603,332	+0.0%
Expenses	$1,535,730	$1,576,477	0.0%
Net Income	$133,832	$26,855	+4.0%

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

$117,599

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN C JOHNSON-partial year	Executive Dir.	40.00	Officer	$104,616	$8,175	$112,791
LISA RIGBY-FROM 12024	CEO	40.00	Officer	$4,808	$0	$4,808
DAVID STOCKWELL	Director	1.00	Director	$0	$0	$0
WILLIAM CAHILL	Director	1.00	Director	$0	$0	$0
JACQUELINE LETRAN	Director	1.00	Director	$0	$0	$0
HARRY MOOS	Director	1.00	Director	$0	$0	$0
PARAMITA GHOSH	Director	1.00	Director	$0	$0	$0
RAJA JAGADEESAN	Director	1.00	Director	$0	$0	$0
SIBA RAYCHAUDHURI	Director	1.00	Director	$0	$0	$0
JERRY NADLER	Chairman	1.00	Officer Director	$0	$0	$0
JOHN TUPIN	Director	1.00	Director	$0	$0	$0
SOPHIA HOX	Director	1.00	Director	$0	$0	$0
KAO Y CHANG	Treasurer	1.00	Officer 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	$1,669,562	$1,535,730	$1,135,883	$133,832
2023	$1,603,332	$1,576,477	$1,080,729	$26,855
2022	$1,200,121	$1,149,354	$1,016,635	$50,767
2021	$873,709	$970,053	$1,033,530	$-96,344
2020	$641,906	$779,504	$613,137	$-137,598
2019	$882,350	$839,422	$416,462	$42,928

EAST BAY INSTITUTE FOR RESEARCH AND EDUCATION