BUCK INSTITUTE FOR RESEARCH ON AGING (EIN 943030609) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

FREDA KONG

Phone

4152092000

Tax Period

2024-07-01 to 2025-06-30

BUCK INSTITUTE FOR RESEARCH ON AGING, founded in 1986, is a mid-sized nonprofit in the Social Science sector that reported $57.2M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year.

Mission

BUCK INSTITUTE FOR RESEARCH ON AGING IS DEDICATED TO IMPROVING THE HEALTH SPAN OF INDIVIDUALS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $54,896,932

Program Service Revenue $1,140,047

Investment Income $1,253,809

Other Revenue $-49,140

TOTAL REVENUE $57,241,648

Expense Breakdown

Grants Paid $1,117,088

Salaries & Benefits $31,948,241

Fundraising Expenses $1,459,630

Program Expenses $47,226,526

Other Expenses $29,806,304

TOTAL EXPENSES $62,871,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,241,648	$69,534,711	-0.2%
Expenses	$62,871,633	$61,305,077	+0.0%
Net Income	$-5,629,985	$8,229,634	-1.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

299

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

$1,824,348

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC VERDIN	PRESIDENT & CEO	40.00	Officer	$803,497	$44,144	$847,641
FREDA KONG	CFO (START 01/25)	40.00	Officer	$0	$0	$0
NANCY DERR	VP, FINANCE & CFO (THRU 09/24)	40.00	Officer	$313,488	$51,436	$364,924
MEAGAN MOORE	CHIEF OPERATIONS OFFICER	40.00	Officer	$289,473	$56,861	$346,334
ROBIN SNYDER	VP, COMMUNICATIONS	40.00	Highest	$352,317	$76,524	$428,841
BRIAN VAN WEELE	VP, CHIEF PHILANTHROPIC OFFICER	40.00	Highest	$275,806	$34,309	$310,115
MALENE HANSEN	CHIEF SCIENTIFIC OFFICER	40.00	Highest	$403,742	$52,871	$456,613
GORDON LITHGOW	PROFESSOR	40.00	Highest	$275,689	$44,179	$319,868
DAVID FURMAN	ASSOCIATE PROFESSOR	40.00	Highest	$272,557	$60,822	$333,379
REMY GROSS	EXEC VP, ADMINISTRATION	28.00	Officer	$265,449	$0	$265,449
MATT P CARBONE	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
BLAIR LACORTE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JIM HENRY	TREASURER	1.00	Officer Director	$0	$0	$0
SARAH MARSEY	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT ACKER	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD BODMAN	BOARD MEMBER (THRU 07/24)	1.00	Director	$0	$0	$0
JIM BUZZITTA MD	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER FIORETTI	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZELLEN LA FOLLETTE MD	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID GENSLER	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL GHILOTTI	BOARD MEMBER	1.00	Director	$0	$0	$0
LYDIA GRAHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE INCH	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN M JACK	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL KINNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
AFAF I MELEIS PHD FAAN LL	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM MELLON	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL POLAND	CHAIR EMERITUS	1.00	Director	$0	$0	$0
STEVEN READ	BOARD MEMBER	1.00	Director	$0	$0	$0
E LEW REID	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT ROSENKRANZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK ROWE MD	BOARD MEMBER	1.00	Director	$0	$0	$0
THEO TAFT SCHWABACHER	BOARD MEMBER	1.00	Director	$0	$0	$0
LILIAN SHACKELFORD MURRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK SIEGEL	BOARD MEMBER	1.00	Director	$0	$0	$0
FREDRIC E STECK	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD STONE CLU CFP	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL VERKUIL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOON YUN	BOARD MEMBER	1.00	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
2025	$57,241,648	$62,871,633	$132,283,804	$-5,629,985
2024	$69,534,711	$61,305,077	$140,312,200	$8,229,634
2023	$50,393,451	$57,224,598	$134,534,931	$-6,831,147
2022	$58,082,777	$52,116,061	$142,592,130	$5,966,716
2021	$40,697,566	$44,383,829	$143,494,170	$-3,686,263
2020	$47,165,149	$48,230,557	$121,017,114	$-1,065,408
2019	$36,194,173	$38,670,397	$121,769,382	$-2,476,224
2018	$39,551,884	$35,777,785	$125,299,986	$3,774,099

BUCK INSTITUTE FOR RESEARCH ON AGING