ACCESS TO ADVANCED HEALTH INSTITUTE (EIN 911608978) - 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

1993

Legal Domicile

Principal Officer

JERRY KUO

Phone

2063810883

Tax Period

2023-01-01 to 2023-12-31

ACCESS TO ADVANCED HEALTH INSTITUTE, founded in 1993, is a mid-sized nonprofit in the Medical Research sector that reported $22.8M in total revenue in fiscal year 2023. Revenue fell 56% from the prior year — a significant decline worth monitoring.

Mission

DEVELOP VACCINES, ADJUVANTS, DIAGNOSTICS & DRUGS TO PREVENT, DETECT & TREAT INFECTIOUS DISEASES OF GLOBAL IMPORTANCE.

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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 $11,574,469

Program Service Revenue $10,631,521

Investment Income $345,516

Other Revenue $224,869

TOTAL REVENUE $22,776,375

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,489,626

Fundraising Expenses $0

Program Expenses $14,626,367

Other Expenses $12,326,239

TOTAL EXPENSES $23,815,865

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,776,375	$51,186,254	-0.6%
Expenses	$23,815,865	$21,362,457	+0.1%
Net Income	$-1,039,490	$29,823,797	-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

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

$1,373,038

Total Directors

$583,676

Key Employees

$2,697,413

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COREY CASPER	CEO, PRESIDENT	40.00	Officer Director	$542,213	$41,463	$583,676
PATRICK SOON-SHIONG	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
DAVID KERR	BOARD MEMBER	0.50	Director	$0	$0	$0
EDWARD MOCARSKI	BOARD MEMBER	0.50	Director	$0	$0	$0
EDWARD HSU	BOARD MEMBER	0.50	Director	$0	$0	$0
GLENDA GRAY	BOARD MEMBER	0.50	Director	$0	$0	$0
RAOUL CONCEPCION	BOARD MEMBER	0.50	Director	$0	$0	$0
CANDICE DECAIRE	CHIEF STRATEGY OFFICER, SECRETARY	40.00	Officer	$348,290	$40,791	$389,081
JERRY KUO	CFOO, V.P. & TREASURER	40.00	Officer	$344,534	$55,747	$400,281
ANNA MARIE BECKMANN	EVP, PRODUCT DEVELOPMENT	40.00	Key Emp	$280,027	$42,086	$322,113
CHRISTOPHER FOX	SENIOR VP OF FORMULATIONS	32.00	Key Emp	$236,068	$55,214	$291,282
LINDA HAWKINS	SENIOR DIR. QUALITY ASSURANCE	40.00	Key Emp	$228,348	$40,634	$268,982
ROBRICK SMITH	DIRECTOR, INFORMATION TECHNOLOGY	40.00	Key Emp	$192,601	$46,265	$238,866
SUZAN SNODGRASS	DIRECTOR, FINANCE	40.00	Key Emp	$184,714	$33,380	$218,094
ANDREW JOHNSON	ASSOCIATE DIRECTOR, PROGRAM MGMT	40.00	Key Emp	$176,746	$23,630	$200,376
DARREN KLEMKOW	DIR. FACILITIES & PROCUREMENT	40.00	Key Emp	$167,930	$22,557	$190,487
EMILY VOIGT	DIR. RNA PROGRAM	40.00	Key Emp	$166,818	$42,091	$208,909
LISA MCNEILL	DIR. MANUFACTURING	36.00	Key Emp	$162,652	$33,698	$196,350
LISA BOUCHARD	DIR. QUALITY CONTROL	40.00	Key Emp	$156,372	$31,035	$187,407
JEFFREY GUDERIAN	DIR. LABORATORY MANAGEMENT	40.00	Key Emp	$154,096	$31,704	$185,800
ZACHARY SAGAWA	DIR. CLINICAL RESEARCH & REG. AFFAIRS	40.00	Key Emp	$153,333	$35,414	$188,747
DAMON PANG	SENIOR CORPORATE COUNSEL	40.00	Highest	$133,466	$34,084	$167,550
CRISTINA GOMAN	CLINICAL TRIAL MANAGER	40.00	Highest	$129,357	$9,837	$139,194
ROBERT KINSEY	SENIOR MANAGER, FORMULATIONS	40.00	Highest	$126,960	$20,533	$147,493
AMY SEMENOV	DIR. HUMAN RESOURCES	40.00	Highest	$124,625	$36,039	$160,664
THERESA BRITSCHGI	SENIOR PROJECT MANAGER	40.00	Highest	$124,110	$20,445	$144,555

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
2024	No data	No data	No data	No data
2023	$22,776,375	$23,815,865	$39,831,178	$-1,039,490
2022	$51,186,254	$21,362,457	$42,840,477	$29,823,797
2021	$25,258,154	$22,297,762	$16,228,599	$2,960,392
2020	$13,342,560	$19,814,751	$13,563,097	$-6,472,191
2019	$21,976,016	$29,046,899	$16,784,379	$-7,070,883
2018	$28,954,130	$29,001,021	$28,838,131	$-46,891

ACCESS TO ADVANCED HEALTH INSTITUTE