JOHNSON O'CONNOR RESEARCH FOUNDATI… - Form 990 Financial Data

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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

1939

Legal Domicile

Principal Officer

ANNE STEINER

Phone

6175361584

Tax Period

2023-01-01 to 2023-12-31

JOHNSON O'CONNOR RESEARCH FOUNDATION INC, founded in 1939, is a community nonprofit in the Employment sector that reported $5.9M in total revenue in fiscal year 2023. Expenses of $5.4M left a modest 7% surplus.

Mission

TO FURTHER BY RESEARCH, TESTS, MEASUREMENT, PUBLICATIONS, AND TEACHING, AN UNDERSTANDING OF HUMAN BEINGS AND OF THEIR ACTIONS, BOTH AS INDIVIDUALS AND IN GROUPS, AND TO MAKE THE RESULTS THEREOF AVAILABLE TO THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $4,371,057 Revenue: $3,046,850

APTITUDE TESTINGDESIGN, DEVELOPMENT, EXPERIMENTAL AND STANDARD ADMINISTRATION OF APPROXIMATELY 3,970 SERIES OF APTITUDE TESTS. THE ORGANIZATION PROVIDES EXAMINEES WITH A KNOWLEDGE OF THEIR APTITUDE THAT WILL HELP THEM IN MAKING DECISIONS ABOUT SCHOOL AND WORK. STATISTICS DERIVED FROM THE TESTS ARE USED IN THE ORGANIZATION'S RESEARCH IN UNDERSTANDING HUMAN ABILITIES, BOTH AS INDIVIDUALS AND IN GROUPS. THE RESULTS OF RESEARCH STUDIES ARE AVAILABLE TO THE PUBLIC. FREE OR REDUCED PRICE TESTING IS PROVIDED TO CERTAIN INDIVIDUALS REFERRED BY EDUCATIONAL INSTITUTIONS, SOCIAL AGENCIES, OR REPRESENTATIVES OF THE COURT.

Program 2

Expenses: $380,577

RESEARCHRESEARCH FOCUSES ON UNDERSTANDING HUMAN BEINGS AND HUMAN ABILITIES BOTH AS INDIVIDUALS AND IN GROUPS. DATA COLLECTION AND ANALYSIS LEADING TO PUBLISHED REPORTS MADE AVAILABLE TO THE GENERAL...

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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 $2,130,476

Program Service Revenue $3,046,850

Investment Income $537,179

Other Revenue $137,009

TOTAL REVENUE $5,851,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,702,181

Fundraising Expenses $0

Program Expenses $4,751,634

Other Expenses $1,736,368

TOTAL EXPENSES $5,438,549

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,851,514	$5,730,938	+0.0%
Expenses	$5,438,549	$5,640,831	0.0%
Net Income	$412,965	$90,107	+3.6%

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

$598,893

Total Directors

$539,975

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS JENSEN	TRUSTEE/VP OF OPERATIONS	34.25	Officer Director	$122,951	$31,119	$154,070
HOLLY WILHELM	SECRETARY/RESEARCH COORDINATOR	34.25	Officer Director	$75,320	$43,378	$118,698
ANNE STEINER	PRESIDENT AND TREASURER	32.25	Officer Director	$144,300	$52,312	$196,612
ALICE CAMPBELL	TRUSTEE/BOARD CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD BOWKER	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS CONDON	TRUSTEE	1.00	Director	$0	$0	$0
DAVID RANSOM	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN LEIFER	TRUSTEE	1.00	Director	$70,595	$0	$70,595
ROB TOWNES	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY FITZGERALD	ASSISTANT TREASURER, ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
DEREK C JOHNSON	DIRECTOR OF FINANCE (THROUGH 4/14/23)	1.00	Officer	$0	$4,845	$45,974
PETER BROWN	DIRECTOR OF FINANCE (AS OF 4/24/23)	1.00	Officer	$0	$462	$83,539
CASA A WILSON	DIRECTOR OF SPECIAL PROJECTS AND MARKETING	34.25	Highest	$115,620	$28,069	$143,689
STEPHEN A GREENE	LAB DIRECTOR AND DIRECTOR OF PUBLIC RELATIONS	34.25	Highest	$109,394	$45,446	$154,840

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	$5,851,514	$5,438,549	$5,982,307	$412,965
2022	$5,730,938	$5,640,831	$7,072,602	$90,107
2021	$5,445,179	$5,157,050	$5,410,045	$288,129
2020	$3,678,629	$4,809,477	$4,164,459	$-1,130,848
2019	$5,494,045	$5,014,410	$4,081,977	$479,635
2018	$5,264,342	$5,095,847	$3,440,548	$168,495

JOHNSON O'CONNOR RESEARCH FOUNDATION INC