Hauptman Woodward Medical Research Institute Inc

Hauptman Woodward Medical Research Institute maintains stable assets despite recent operating deficits.

EIN: 160807558 · Buffalo, NY · NTEE: H20Z · Updated: 2026-03-28

$11.0MRevenue
$27.6MAssets
75/100Mission Score (Good)
H20Z
Hauptman Woodward Medical Research Institute Inc Financial Summary
MetricValue
Total Revenue$11.0M
Total Expenses$9.4M
Program Spending80%
CEO/Top Officer Pay$11M
Net Assets$21.6M
Transparency Score75/100

Is Hauptman Woodward Medical Research Institute Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Hauptman Woodward Medical Research Institute Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Hauptman Woodward Medical Research Institute Inc

Hauptman Woodward Medical Research Institute Inc (EIN: 160807558) is a nonprofit organization based in Buffalo, NY, classified under NTEE code H20Z. The organization reported total revenue of $11.0M and total assets of $27.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Hauptman Woodward Medical Research Institute Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

69Years Operating
LargeSize Classification
13Years of Filings
MixedRevenue Trajectory

Hauptman Woodward Medical Research Institute Inc is a large nonprofit that has been operating for 69 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$8.7M
Total Expenses$9.4M
Surplus / Deficit$-695,473
Total Assets$26.9M
Total Liabilities$5.3M
Net Assets$21.6M
Operating Margin-8.0%
Debt-to-Asset Ratio19.6%
Months of Reserves34.4 months

Financial Health Grade: B

In 2023, Hauptman Woodward Medical Research Institute Inc reported a deficit of $695K with expenses exceeding revenue, holds 34.4 months of operating reserves (strong position), has a debt-to-asset ratio of 19.6% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Hauptman Woodward Medical Research Institute Inc's revenue has grown at a compound annual growth rate (CAGR) of 0.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023+26.0%+29.9%+14.8%
2022-26.3%+4.1%-10.3%
2021+34.9%-6.3%+13.8%
2020+33.3%+2.5%+2.1%
2019-35.2%-3.1%+0.1%

IRS Tax-Exempt Classification

IRS Classification Codes2800
IRS Ruling Date1957

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Hauptman Woodward Medical Research Institute Inc demonstrates a generally stable financial position, with assets consistently in the $22M-$27M range over the past decade. Revenue and expenses have fluctuated, with recent periods (2022-2023) showing expenses slightly exceeding revenue, leading to minor operating deficits. For instance, in 2023, expenses were $9,386,732 against revenues of $8,691,259. However, the organization maintains a healthy asset base relative to its liabilities, indicating good long-term solvency. The consistent reporting of 0% officer compensation across all available filings suggests strong transparency regarding executive pay, or that compensation is reported under other categories, which would warrant further investigation for full clarity. The organization's spending efficiency cannot be fully assessed without a detailed breakdown of program, administrative, and fundraising expenses, which is not provided in the summary data. However, the consistent operational deficits in recent years (e.g., 2023 and 2022) suggest that the organization is spending slightly more than it brings in, which could be a concern if it becomes a long-term trend without corresponding growth in assets or mission impact. The NTEE code H20Z (Medical Research) implies a focus on scientific advancement, and the financial stability, despite minor deficits, allows for continued pursuit of its mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Hauptman Woodward Medical Research Institute Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, Hauptman Woodward Medical Research Institute Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$8.7MTotal Revenue
$9.4MTotal Expenses
$26.9MTotal Assets
$5.3MTotal Liabilities
$21.6MNet Assets
  • The organization reported a deficit of $695K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 19.6%.

Executive Compensation Analysis

The reported 0% officer compensation across all available filings is unusual for an organization of this size ($11M latest revenue, $27M assets) and suggests that executive compensation is either very low, not reported under 'Officer Comp' as a separate line item, or is covered by other grants/institutions. This warrants further investigation into the detailed IRS Form 990 to understand how leadership is compensated.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Hauptman Woodward Medical Research Institute Inc's IRS 990 filings:

  • Consistent reporting of 0% officer compensation, which is unusual for an organization of this size and warrants further investigation.
  • Operating deficits in recent years (e.g., 2023 and 2022), where expenses exceeded revenue, indicating a potential reliance on reserves or other funding sources.

Strengths

The following positive indicators were identified for Hauptman Woodward Medical Research Institute Inc:

  • Strong and stable asset base, consistently above $22 million, indicating good long-term financial health.
  • Relatively low liabilities compared to assets, suggesting strong solvency (e.g., 2023 liabilities of $5,269,186 against assets of $26,875,141).
  • Consistent filing history (13 filings), demonstrating commitment to transparency and compliance.

Frequently Asked Questions about Hauptman Woodward Medical Research Institute Inc

Is Hauptman Woodward Medical Research Institute Inc a legitimate charity?

Hauptman Woodward Medical Research Institute Inc (EIN: 160807558) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 75/100. It has 13 years of IRS 990 filings on record. Total revenue: $11.0M. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Hauptman Woodward Medical Research Institute Inc spend its money?

Hauptman Woodward Medical Research Institute Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Hauptman Woodward Medical Research Institute Inc tax-deductible?

Hauptman Woodward Medical Research Institute Inc is registered as a tax-exempt nonprofit (EIN: 160807558). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Hauptman Woodward Medical Research Institute Inc CEO make?

Hauptman Woodward Medical Research Institute Inc's highest-compensated officer earns $11M annually. The organization reported $11.0M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Hauptman Woodward Medical Research Institute Inc's spending goes to programs?

Hauptman Woodward Medical Research Institute Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Hauptman Woodward Medical Research Institute Inc compare to similar nonprofits?

With a transparency score of 75/100 (Good), Hauptman Woodward Medical Research Institute Inc is above average for NTEE category H20Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Hauptman Woodward Medical Research Institute Inc located?

Hauptman Woodward Medical Research Institute Inc is headquartered in Buffalo, New York and files with the IRS under EIN 160807558. It is classified under NTEE code H20Z.

How many years of IRS 990 filings does Hauptman Woodward Medical Research Institute Inc have?

Hauptman Woodward Medical Research Institute Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $11.0M in total revenue.

How does Hauptman Woodward Medical Research Institute Inc fund its operations given recent operating deficits?

While the organization has experienced minor operating deficits in recent years (e.g., $695,473 in 2023), its substantial asset base ($26,875,141 in 2023) likely provides a buffer, allowing it to cover shortfalls through investment income or drawing from reserves. Further analysis of investment returns and endowment usage would be beneficial.

What is the actual executive compensation for Hauptman Woodward Medical Research Institute Inc?

The provided data consistently shows 0% officer compensation. This is highly unusual for an organization of this scale and suggests that executive compensation is either reported under different expense categories, is exceptionally low, or is covered by external grants/institutions. A detailed review of the full IRS Form 990, Part VII, Section A would be necessary to clarify this.

What is the breakdown of program, administrative, and fundraising expenses?

The provided summary data does not offer a detailed breakdown of expenses into program, administrative, and fundraising categories. This information is crucial for a comprehensive assessment of spending efficiency and would be found in Part IX of the full IRS Form 990.

Filing History

IRS 990 filing history for Hauptman Woodward Medical Research Institute Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Hauptman Woodward Medical Research Institute Inc's revenue has grown by 6%, moving from $8.2M to $8.7M. Total assets decreased by 2.6% over the same period, from $27.6M to $26.9M. Total functional expenses fell by 6.7%, from $10.1M to $9.4M. In its most recent filing year (2023), Hauptman Woodward Medical Research Institute Inc reported a deficit of $695K, with expenses exceeding revenue. The organization holds $5.3M in liabilities against $26.9M in assets (debt-to-asset ratio: 19.6%), resulting in net assets of $21.6M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $8.7M $9.4M $26.9M $5.3M
2022 $6.9M $7.2M $23.4M $6.0M
2021 $9.4M $6.9M $26.1M $6.3M View 990
2020 $6.9M $7.4M $22.9M $7.3M View 990
2019 $5.2M $7.2M $22.5M $6.9M View 990
2018 $8.0M $7.5M $22.4M $4.4M View 990
2017 $6.3M $6.6M $22.3M $4.6M
2016 $5.5M $6.2M $22.4M $5.1M View 990
2015 $6.4M $7.1M $23.5M $5.6M View 990
2014 $6.9M $7.7M $24.5M $5.8M View 990
2013 $7.7M $8.7M $25.6M $6.5M View 990
2012 $7.4M $8.9M $25.9M $6.5M View 990
2011 $8.2M $10.1M $27.6M $7.1M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $8.7M, expenses of $9.4M, and assets of $26.9M (revenue +26.0% year-over-year).
  • 2022: Revenue of $6.9M, expenses of $7.2M, and assets of $23.4M (revenue -26.3% year-over-year).
  • 2021: Revenue of $9.4M, expenses of $6.9M, and assets of $26.1M (revenue +34.9% year-over-year).
  • 2020: Revenue of $6.9M, expenses of $7.4M, and assets of $22.9M (revenue +33.3% year-over-year).
  • 2019: Revenue of $5.2M, expenses of $7.2M, and assets of $22.5M (revenue -35.2% year-over-year).
  • 2018: Revenue of $8.0M, expenses of $7.5M, and assets of $22.4M (revenue +28.1% year-over-year).
  • 2017: Revenue of $6.3M, expenses of $6.6M, and assets of $22.3M (revenue +14.2% year-over-year).
  • 2016: Revenue of $5.5M, expenses of $6.2M, and assets of $22.4M (revenue -13.9% year-over-year).
  • 2015: Revenue of $6.4M, expenses of $7.1M, and assets of $23.5M (revenue -7.4% year-over-year).
  • 2014: Revenue of $6.9M, expenses of $7.7M, and assets of $24.5M (revenue -11.0% year-over-year).
  • 2013: Revenue of $7.7M, expenses of $8.7M, and assets of $25.6M (revenue +4.4% year-over-year).
  • 2012: Revenue of $7.4M, expenses of $8.9M, and assets of $25.9M (revenue -9.6% year-over-year).
  • 2011: Revenue of $8.2M, expenses of $10.1M, and assets of $27.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Hauptman Woodward Medical Research Institute Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Hauptman Woodward Medical Research Institute Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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