CLL Global Research Foundation c/o William Wierda (EIN 880517430) - 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

2003

Legal Domicile

Principal Officer

Dr William Wierda

Phone

7137452376

Tax Period

2025-01-01 to 2025-12-31

CLL Global Research Foundation c/o William Wierda, founded in 2003, is a community nonprofit in the Medical Research sector that reported $3.2M in total revenue in fiscal year 2025. Expenses of $3.9M exceeded revenue, resulting in a 24% operating deficit.

Mission

To accelerate progress toward the control and cure of chronic lymphocytic leukemia (CLL).

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,554,060

Program Service Revenue $0

Investment Income $616,225

Other Revenue $0

TOTAL REVENUE $3,170,285

Expense Breakdown

Grants Paid $3,527,489

Salaries & Benefits $110,000

Fundraising Expenses $43,271

Program Expenses $3,795,469

Other Expenses $306,376

TOTAL EXPENSES $3,943,865

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,170,285	$3,057,835	+0.0%
Expenses	$3,943,865	$3,450,542	+0.1%
Net Income	$-773,580	$-392,707	+1.0%

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

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

$151,406

Total Directors

$16,406

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Wierda	President & CEO	4.00	Officer Director	$16,406	$0	$16,406
Michael J Keating	Founding Director	2.00	Officer Director	$0	$0	$0
Phyllis Cohen	Director	1.00	Director	$0	$0	$0
Richard Evans	Director	1.00	Director	$0	$0	$0
Louis Katopodis	Director	1.00	Director	$0	$0	$0
Diane Lee Kraitman	Director	1.00	Director	$0	$0	$0
Richard Marschner	Director	1.00	Director	$0	$0	$0
Robert Nichols	Director	1.00	Director	$0	$0	$0
William Plunkett	Director	1.00	Director	$0	$0	$0
Martin Raber	Director	1.00	Director	$0	$0	$0
Steve Winfield	Director	1.00	Director	$0	$0	$0
Sam Margaret Pace	CDO	35.00	Officer	$135,000	$0	$135,000

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	$3,170,285	$3,943,865	$10,922,467	$-773,580
2024	$3,057,835	$3,450,542	$11,594,434	$-392,707
2023	$2,535,609	$3,129,589	$12,019,246	$-593,980
2022	$1,719,451	$2,136,724	$10,938,772	$-417,273
2021	$2,747,960	$3,008,640	$12,430,009	$-260,680
2020	$2,331,974	$2,430,026	$11,845,226	$-98,052
2019	$1,825,114	$1,980,059	$11,232,544	$-154,945
2018	$2,953,861	$2,184,123	$10,751,605	$769,738

CLL Global Research Foundation c/o William Wierda