ALLES INSTITUTE FOR MEDICAL RESEARCH (EIN 810903049) - 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

2015

Legal Domicile

Principal Officer

Alice Schwartz

Phone

5102333125

Tax Period

2023-01-01 to 2023-12-31

ALLES INSTITUTE FOR MEDICAL RESEARCH, founded in 2015, is a community nonprofit in the Medical Research sector that reported $1.2M in total revenue in fiscal year 2023. The organization ran a surplus of $1.0M, a strong 80% operating margin.

Mission

Basic and applied research into the causes and potential treatments for a variety of human disorders, including type 1 diabetes. Support for the development of advanced technologies to improve the discovery process.

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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 $999,919

Program Service Revenue $0

Investment Income $249,975

Other Revenue $0

TOTAL REVENUE $1,249,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,416

Fundraising Expenses $0

Program Expenses $232,416

Other Expenses $155,546

TOTAL EXPENSES $247,962

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,249,894	$1,159,659	+0.1%
Expenses	$247,962	$268,890	-0.1%
Net Income	$1,001,932	$890,769	+0.1%

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

N/A

Employees

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

$935

Total Directors

$935

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julia Schwartz	Secretary	1	Officer Director	$935	$0	$935
Alice Schwartz	President	0	Officer Director	$0	$0	$0
Norman Schwartz	Treasurer	0	Officer Director	$0	$0	$0
Allison Schwartz	Director	0	Director	$0	$0	$0
Adria Schwartz	Director	0	Director	$0	$0	$0
Steven Schwartz	Director	0	Director	$0	$0	$0
Amy Schwartz	Director	0	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
2023	$1,249,894	$247,962	$5,091,969	$1,001,932
2022	$1,159,659	$268,890	$5,670,275	$890,769
2021	$1,074,198	$342,088	$8,526,362	$732,110
2020	$1,110,338	$195,116	$6,128,599	$915,222

ALLES INSTITUTE FOR MEDICAL RESEARCH