Acumen Health Research Institute (EIN 811300884) - 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

2016

Legal Domicile

Principal Officer

Amy Morlock

Phone

7342498350

Tax Period

2022-01-01 to 2022-12-31

Acumen Health Research Institute, founded in 2016, is a small nonprofit in the Education sector that reported $376K in total revenue in fiscal year 2022. Revenue surged 162% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 20% operating margin.

Mission

Acumen Health Research Institute AHRI is a 501c3 non-profit with a mission to use survey data to assess quality of life and the burden of diseases to improve healthcare and quality of life.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $376,083

Investment Income $5

Other Revenue $0

TOTAL REVENUE $376,088

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $301,941

Other Expenses $301,941

TOTAL EXPENSES $301,941

Year-over-Year Comparison

	2022	2021	Change
Revenue	$376,088	$143,800	+1.6%
Expenses	$301,941	$144,506	+1.1%
Net Income	$74,147	$-706	-106.0%

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

N/A

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
Amy Morlock	President	40.00	Officer Director	$0	$0	$0
Ann Cameron	Treasurer	1.00	Director	$0	$0	$0
JENNIFER WHITELEY	Secretary	1.00	Director	$0	$0	$0
ROBERT MORLOCK	Director	1.00	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
2022	$376,088	$301,941	$184,960	$74,147

Acumen Health Research Institute