Chan Soon-Shiong Institute of Molecular Medicine at Windber
Legal name: Windber Research Institute
Nonprofit profile at a glance
- EIN
- 251877336
- IRS 990 coverage
- 2020–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Windber, PA, USA
- Phone
- 814-467-9844
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Education N.E.C.
Reported finances
- Revenue
- $10,156,383
- Expenses
- $8,810,514
- Assets
- $13,605,569
- Liabilities
- $3,800,612
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- HAI HU (PRESIDENT & CEO)
- THOMAS KURTZ (FORMER PRESIDENT AND CEO)
Highest reported compensation
- THOMAS KURTZ (FORMER PRESIDENT AND CEO): $549,518 total reported compensation
- HAI HU (PRESIDENT & CEO): $332,260 total reported compensation
- STELLA SOMIARI (SCIENTIST): $219,092 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To improve patient care by advancing cancer research through excellence in biobanking, informatics infrastructure, bioinformatics and translational research, while valuing team science through collaboration with other leading organizations.
What it reported doing in 2024
Apollo year 4 - wri has a long history of collaborating with walter reed national military medical, initially focusing on the clinical breast care project (cbcp) and now expanding to pan-cancer studies which now includes the apollo project. Wrl's overarching role for the apollo project is to provide a central biorepository for sample inventory management, sample processing, distribution and long-term storage. Additionally, sample quality will be assessed to ensure suitability for research. Wrl's informatics infrastructure system will be used to enhance clinicopathologic data collection and management, support molecular data management, and integrate and render data available for research. The bioinformatics team will analyze data to uncover molecular differences that can be used in diseases classification, biomarker discovery and early diseases detection.
Operating model
- Revenue model
- Grant-funded. 96% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 62
- Transparency & Controls: 74
- Accountability: 95
- Sustainability: 56
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 65.6%; rating input score 66
- Program expense ratio: 75.6%; rating input score 76
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 7 of 8 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Fail
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 13.3%; rating input score 74; 74th percentile among comparable filings
- Total-asset coverage ratio: 1.54; rating input score 52; 52nd percentile among comparable filings
- Liabilities to assets ratio: 0.28; rating input score 49; 49th percentile among comparable filings
- Officer compensation ratio: 18.9%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: 11.4% per year; rating input score 100; 75th percentile among comparable filings
- Revenue growth: 9.8% per year; rating input score 100; 73rd percentile among comparable filings
- Asset growth: 11.9% per year; rating input score 100; 72nd percentile among comparable filings
Details
- What they do: 6 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 65.6% of revenue deployed · 75.6% of spending went to programs
- Governance: 4 of 4 board members independent · 7 of 8 filing controls reported
- Programs: 4 filed program accomplishments · $6.7M in reported program spending
- Leadership: top reported pay $550K · 10 people listed · 2 of 6 pay-setting controls reported
- Consistency: 30 of 30 current checks pass
- Schedules: 6 filed schedules · includes major donors and executive pay
- Filing history: 5 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Money network: 7 filed money-flow records
- Related organizations: 3 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: Document-retention policy not reported.
- Review — Sustainability: Total-asset coverage ratio scored 52/100.
- High — Sustainability: Officer compensation ratio scored 5/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 49/100.