BAYH DOLE COALITION (EIN 881254803) - 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

2022

Legal Domicile

Principal Officer

BRIAN O'SHAUGHNESSY

Phone

2027694207

Tax Period

2023-01-01 to 2023-12-31

BAYH DOLE COALITION, founded in 2022, is a small nonprofit that reported $918K in total revenue in fiscal year 2023. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 19% operating margin.

Mission

THE BAYH-DOLE COALITION IS A DIVERSE GROUP OF RESEARCH AND INNOVATION-ORIENTED INDIVIDUALS AND ORGANIZATIONS COMMITTED TO PRESERVING THE BAYH-DOLE ACT, AS ARTICULATED BY SENATORS BAYH AND DOLE, INCLUDING BY SUPPORTING A STRONG , DEPENDABLE SYSTEM OF INTELLECTUAL PROPERTY RIGHTS AND INFORMING POLICYMAKERS, THE MEDIA, AND THE PUBLIC AT LARGE OF ITS MANY BENEFITS IN ENCOURAGING INNOVATION IN THE UNITED STATES AND AROUND THE WORLD.

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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 $917,920

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $917,920

Expense Breakdown

Grants Paid $0

Salaries & Benefits $129,840

Fundraising Expenses $33,422

Program Expenses $627,628

Other Expenses $616,823

TOTAL EXPENSES $746,663

Year-over-Year Comparison

	2023	2022	Change
Revenue	$917,920	$510,250	+0.8%
Expenses	$746,663	$357,707	+1.1%
Net Income	$171,257	$152,543	+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

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

$129,840

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN O'SHAUGHNESSY	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTIAN ISRAEL	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN KERRIGAN	SECRETARY	1.00	Officer Director	$0	$0	$0
EDWARD JONATHAN SODERSTROM	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH P ALLEN	EXECUTIVE DIRECTOR	35.00	Officer	$129,840	$0	$129,840

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	$917,920	$746,663	$377,454	$171,257
2022	$510,250	$357,707	$152,543	$152,543

BAYH DOLE COALITION