UNIVERSITY OF CINCINNATI RESEARCH INSTITUTE (EIN 800729066) - 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

2010

Legal Domicile

Principal Officer

FRANK GERNER

Phone

5135585811

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF CINCINNATI RESEARCH INSTITUTE, founded in 2010, is a community nonprofit in the Education sector that reported $5.9M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $5.4M left a modest 9% surplus.

Mission

TO PROVIDE STATE-OF-THE-ART RESEARCH, EDUCATIONAL FACILITIES, AND EFFICIENT BUSINESS AND LEGAL OPPORTUNITIES FOR THE ADVANCEMENT AND DEVELOPMENT OF INTELLECTUAL PROPERTY THAT CONTRIBUTES TO THE NEEDS OF FACULTY AND STUDENTS AND ENHANCES SUSTAINABLE COMMUNITY ECONOMIC DEVELOPMENT.

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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 $5,631,492

Investment Income $230,291

Other Revenue $61,546

TOTAL REVENUE $5,923,329

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,763,614

Other Expenses $5,414,583

TOTAL EXPENSES $5,414,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,923,329	$6,655,709	-0.1%
Expenses	$5,414,583	$6,039,889	-0.1%
Net Income	$508,746	$615,820	-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

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
FRANK GERNER	PRESIDENT OF BOARD OF TRUSTEES	0.50	Officer Director	$0	$0	$0
KIMM LAUTERBACH	BOARD MEMBER	0.25	Director	$0	$0	$0
WILLIAM PORTMAN	BOARD MEMBER	0.25	Director	$0	$0	$0
WILLIAM MARTINI	BOARD MEMBER	0.25	Director	$0	$0	$0
PATRICK KOWALSKI	BOARD MEMBER	0.25	Director	$0	$0	$0
PATRICK CLARK	EXECUTIVE DIRECTOR	40.00	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	$5,923,329	$5,414,583	$5,796,370	$508,746
2024	No data	No data	No data	No data
2023	$5,165,649	$4,598,038	$5,080,172	$567,611
2022	$5,602,463	$5,589,709	$6,226,418	$12,754
2021	$4,382,075	$4,264,706	$5,011,413	$117,369
2020	$5,797,971	$5,363,494	$4,202,962	$434,477
2019	$8,706,072	$7,775,436	$6,704,947	$930,636
2018	$9,910,119	$9,142,982	$5,158,722	$767,137

UNIVERSITY OF CINCINNATI RESEARCH INSTITUTE