OVERTON BROOKS RESEARCH CORPORATION MEDI (EIN 721196625) - 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

1991

Legal Domicile

Principal Officer

DOROTHY JARZABEK

Phone

3189905155

Tax Period

2024-10-01 to 2025-09-30

OVERTON BROOKS RESEARCH CORPORATION MEDI, founded in 1991, is a small nonprofit that reported $149K in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $117K, a strong 78% operating margin.

Mission

THE SOLE PURPOSE OF THE CORPORATION IS TO SUPPORT AND FACILITATE MEDICAL RESEARCH ACTIVITIES OF ITS MEMBERS IN CONJUNCTION WITH THE OVERTON BROOKS VETERANS AFFAIR MEDICAL CENTER.

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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 $0

Program Service Revenue $149,189

Investment Income $241

Other Revenue $0

TOTAL REVENUE $149,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,320

Fundraising Expenses $0

Program Expenses $1,342

Other Expenses $23,337

TOTAL EXPENSES $32,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,430	$358,379	-0.6%
Expenses	$32,657	$259,826	-0.9%
Net Income	$116,773	$98,553	+0.2%

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

N/A

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
PHILIP HADDAD MD	DIRECTOR	5.00	Director	$0	$0	$0
PATRICK MCGAULY MD	DIRECTOR	5.00	Director	$0	$0	$0
KAREN JOHNSON PHD	DIRECTOR	5.00	Director	$0	$0	$0
JOHN T GLEASON LT COL RETIRED	EXECUTIVE DIRECTOR	5.00	Officer	$0	$0	$0
RICHARD L CROCKETT	PRESIDENT	5.00	Officer	$0	$0	$0
LAURA A HUFF	TREASURER	5.00	Officer	$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
2025	$149,430	$32,657	$335,514	$116,773
2024	$358,379	$259,826	$220,984	$98,553
2023	$264,258	$197,965	$122,431	$66,293

OVERTON BROOKS RESEARCH CORPORATION MEDI