SEMLER INSTITUTE FOR STRESS MANAGE… - Form 990 Financial Data

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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

2019

Legal Domicile

Principal Officer

DR HERBERT SEMLER

Phone

5037099999

Tax Period

2022-01-01 to 2022-12-31

SEMLER INSTITUTE FOR STRESS MANAGEMENT RESEARCH AND EDUCATION, founded in 2019, is a community nonprofit in the Medical Research sector that reported $1.2M in total revenue in fiscal year 2022. Revenue surged 32619% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 100% operating margin.

Mission

TO SUPPORT RESEARCH AND EDUCATION IN THE PREVENTION OF CARDIOVASCULAR DISEASE AND THE DETRIMENTAL EFFECT OF EMOTIONAL STRESS.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

DURING 2022, SEMLER INSTITUTE FOR STRESS MANAGEMENT RESEARCH, AND EDUCATION WORKED WITH SPECIAL OLYMPICS OREGON TO CREATE A PROGRAM TO HELP THE PARTICIPANTS LEARN ABOUT HEART HEALTH AND STRESS...

DURING 2022, SEMLER INSTITUTE FOR STRESS MANAGEMENT RESEARCH, AND EDUCATION WORKED WITH SPECIAL OLYMPICS OREGON TO CREATE A PROGRAM TO HELP THE PARTICIPANTS LEARN ABOUT HEART HEALTH AND STRESS REDUCTIONS.

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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 $1,184,477

Program Service Revenue $0

Investment Income $7,136

Other Revenue $0

TOTAL REVENUE $1,191,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,547

TOTAL EXPENSES $2,547

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,191,613	$3,642	+326.2%
Expenses	$2,547	$3,189	-0.2%
Net Income	$1,189,066	$453	+2623.9%

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
HERBERT J SEMLER MD	BOARD CHAIR & DIRECTOR	9.00	Officer Director	$0	$0	$0
ELMA O'DELL	DIRECTOR	2.00	Director	$0	$0	$0
MARY HOUGH	DIRECTOR	4.00	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	$1,191,613	$2,547	$1,238,735	$1,189,066

SEMLER INSTITUTE FOR STRESS MANAGEMENT RESEARCH AND EDUCATION