ALLEN INSTITUTE (EIN 912155317) - 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

RUI COSTA

Phone

2065487000

Tax Period

2024-01-01 to 2024-12-31

ALLEN INSTITUTE, founded in 2003, is a major nonprofit in the Medical Research sector that reported $272.1M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE ALLEN INSTITUTE IS TO UNLOCK THE COMPLEXITIES (SEE SCHEDULE O) OF BIOSCIENCE AND ADVANCE OUR KNOWLEDGE TO IMPROVE HUMAN HEALTH. USING AN OPEN SCIENCE, MULTI-SCALE, TEAM-ORIENTED APPROACH. THE ALLEN INSTITUTE FOCUSES ON ACCELERATING FOUNDATIONAL RESEARCH, DEVELOPING STANDARDS AND MODELS, AND CULTIVATING NEW IDEAS TO MAKE A BROAD, TRANSFORMATIONAL IMPACT ON SCIENCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $264,924,393

Program Service Revenue $722,210

Investment Income $6,033,321

Other Revenue $378,282

TOTAL REVENUE $272,058,206

Expense Breakdown

Grants Paid $21,344,474

Salaries & Benefits $144,847,993

Fundraising Expenses $0

Program Expenses $217,788,787

Other Expenses $104,490,605

TOTAL EXPENSES $270,683,072

Year-over-Year Comparison

	2024	2023	Change
Revenue	$272,058,206	$240,418,148	+0.1%
Expenses	$270,683,072	$220,607,045	+0.2%
Net Income	$1,375,134	$19,811,103	-0.9%

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

1058

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

$3,061,198

Total Directors

Key Employees

$632,432

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JO LYNN ALLEN	DIRECTOR	2.00	Director	$0	$0	$0
MARGARET ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
JOANNE BERGER-SWEENEY	DIRECTOR	2.00	Director	$0	$0	$0
PHYLLIS CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
ALTA CHARO	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS DANIEL	DIRECTOR	2.00	Director	$0	$0	$0
CARLA DEWBERRY	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN HALL	DIRECTOR	2.00	Director	$0	$0	$0
ALLAN JONES	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL STRYKER	DIRECTOR	2.00	Director	$0	$0	$0
AVIV REGEV	DIRECTOR	2.00	Director	$0	$0	$0
RUI COSTA	PRESIDENT	40.00	Officer	$1,229,107	$41,652	$1,270,759
MARJORIE THOMAS	VP, TREASURER, CFO	40.00	Officer	$598,200	$26,609	$624,809
MARGARET MCCLELLAN	VICE PRESIDENT, SECRETARY	40.00	Officer	$540,369	$34,908	$575,277
CHRISTOPHER BEAUDOIN	VICE PRESIDENT, COO	40.00	Officer	$554,507	$35,846	$590,353
HONGKUI ZENG	EXECUTIVE VP, DIR. BRAIN SCIENCE	40.00	Key Emp	$598,964	$33,468	$632,432
ANANDA GOLDRATH	EXECUTIVE VP, DIR. ALLEN I	40.00	Highest	$599,239	$17,354	$616,593
ANDREW HICKL	CHIEF TECHNOLOGY OFFICER	40.00	Highest	$558,044	$34,863	$592,907
KATHRYN RICHMOND	EXECUTIVE VP, DIR. FRONTIERS	40.00	Highest	$509,076	$29,092	$538,168
KAREL SVOBODA	EXECUTIVE VP, DIR. NEURAL DYNAMICS	40.00	Highest	$556,227	$35,436	$591,663
RUWANTHI NIRANJALA GUNAWARDANE	EXECUTIVE VP, DIR. CELL SCIENCE	40.00	Highest	$489,066	$22,172	$511,238

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	$272,058,206	$270,683,072	$367,120,032	$1,375,134
2023	$240,418,148	$220,607,045	$351,360,685	$19,811,103
2022	$184,245,221	$176,998,648	$317,650,465	$7,246,573
2021	$188,379,162	$153,300,344	$190,069,466	$35,078,818
2020	$66,144,034	$133,772,178	$154,207,368	$-67,628,144
2019	$68,821,658	$131,488,780	$220,850,905	$-62,667,122
2018	$38,514,264	$113,823,116	$276,340,900	$-75,308,852

ALLEN INSTITUTE