OPEN RESEARCH INSTITUTE INC (EIN 823945232) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

Michelle Thompson

Phone

8582293399

Tax Period

2025-01-01 to 2025-12-31

OPEN RESEARCH INSTITUTE INC, founded in 2019, is a micro nonprofit in the Science & Technology sector that reported $11K in total revenue in fiscal year 2025. Revenue fell 34% from the prior year — a significant decline worth monitoring. Net assets of $524K represent 557 months of operating reserves.

Mission

Open Research Institute ORI is a non-profit research and development organization which provides all of its work to the general public under the principles of Open Source and Open Access to Research.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $2,353

Program Service Revenue $0

Investment Income $8,938

Other Revenue $0

TOTAL REVENUE $11,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,662

Other Expenses $11,507

TOTAL EXPENSES $11,507

Year-over-Year Comparison

	2025	2024	Change
Revenue	$11,291	$17,182	-0.3%
Expenses	$11,507	$18,780	-0.4%
Net Income	$-216	$-1,598	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

2000

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
Keith Wheeler	Secretary	5.00	Officer Director	$0	$0	$0
Anshul Makkar	Director	10.00	Director	$0	$0	$0
Michelle Thompson	CEO	30.00	Officer Director	$0	$0	$0
Steve Conklin	CFO	10.00	Officer Director	$0	$0	$0
Matthew Wishek	Director	10.00	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
2025	$11,291	$11,507	$524,061	$-216
2024	No data	No data	No data	No data
2023	$41,627	$55,638	$525,875	$-14,011
2022	$997	$142,268	$539,886	$-141,271
2022	$997	$142,268	$539,886	$-141,271
2021	$250,205	$263,507	$676,101	$-13,302
2020	$722,450	$126,183	$689,403	$596,267

OPEN RESEARCH INSTITUTE INC