Civic Intelligence

Microbiome Health Research Institute Inc

EIN 46-1681862 • 501(c)3 • Woburn, MA

Profile

The primary exempt purpose of microbiome health research institute, inc. (also known as openbiome) is to expand safe access to fecal microbiota transplantation and to catalyze research into the human microbiome.

400 West Cummings Park Pmb 203 17Woburn, MA 01801-6579

www.openbiome.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.15x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.59x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

6th percentile

-54%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$278,771

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$8,894,988

Down $1,069,572 (-11%) from 2023

Liabilities

Up

$1,301,982

Up $69,946 (+5.7%) from 2023

Net Assets

Down

$7,593,006

Down $1,139,518 (-13%) from 2023

Revenue

Down

$2,188,887

Down $2,187,161 (-50%) from 2023

Expenses

Down

$3,364,609

Down $145,167 (-4.1%) from 2023

Net Income

Down

-$1,175,722

Down $2,041,994 (-236%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2013: $131,083Liabilities 2013: $130,000Net Assets 2013: $1,0832013Assets 2014: $411,077Liabilities 2014: $40,003Net Assets 2014: $371,0742014Assets 2015: $1,723,863Liabilities 2015: $154,316Net Assets 2015: $1,569,5472015Assets 2016: $2,351,537Liabilities 2016: $822,110Net Assets 2016: $1,529,4272016Assets 2017: $4,050,064Liabilities 2017: $1,288,258Net Assets 2017: $2,761,8062017Assets 2018: $4,089,233Liabilities 2018: $1,201,838Net Assets 2018: $2,887,3952018Assets 2019: $11,344,766Liabilities 2019: $4,023,630Net Assets 2019: $7,321,1362019Assets 2020: $8,257,492Liabilities 2020: $1,898,505Net Assets 2020: $6,358,9872020Assets 2021: $10,887,542Liabilities 2021: $1,443,861Net Assets 2021: $9,443,6812021Assets 2022: $9,439,432Liabilities 2022: $1,597,953Net Assets 2022: $7,841,4792022Assets 2023: $9,964,560Liabilities 2023: $1,232,036Net Assets 2023: $8,732,5242023Assets 2024: $8,894,988Liabilities 2024: $1,301,982Net Assets 2024: $7,593,0062024

Highlighted filing

2024

Assets$8,894,988
Liabilities$1,301,982
Net Assets$7,593,006

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2013: $11,324Expenses 2013: $10,241Net Income 2013: $1,0832013Revenue 2014: $886,148Expenses 2014: $642,292Net Income 2014: $243,8562014Revenue 2015: $2,731,484Expenses 2015: $1,533,011Net Income 2015: $1,198,4732015Revenue 2016: $2,847,962Expenses 2016: $2,888,082Net Income 2016: -$40,1202016Revenue 2017: $4,881,607Expenses 2017: $3,649,228Net Income 2017: $1,232,3792017Revenue 2018: $4,242,867Expenses 2018: $4,117,278Net Income 2018: $125,5892018Revenue 2019: $10,542,189Expenses 2019: $6,108,448Net Income 2019: $4,433,7412019Revenue 2020: $4,240,854Expenses 2020: $5,189,003Net Income 2020: -$948,1492020Revenue 2021: $6,330,530Expenses 2021: $3,245,836Net Income 2021: $3,084,6942021Revenue 2022: $2,114,864Expenses 2022: $3,470,177Net Income 2022: -$1,355,3132022Revenue 2023: $4,376,048Expenses 2023: $3,509,776Net Income 2023: $866,2722023Revenue 2024: $2,188,887Expenses 2024: $3,364,609Net Income 2024: -$1,175,7222024

Highlighted filing

2024

Revenue$2,188,887
Expenses$3,364,609
Net Income-$1,175,722

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$1.30$7.59$2.19$3.36$1.18
2023Summary only. Only limited summary data is available for this year.$9.96$1.23$8.73$4.38$3.51$0.87
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.44$1.60$7.84$2.11$3.47$1.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$1.44$9.44$6.33$3.25$3.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$1.90$6.36$4.24$5.19$0.95
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$4.02$7.32$10.5$6.11$4.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$1.20$2.89$4.24$4.12$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$1.29$2.76$4.88$3.65$1.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.82$1.53$2.85$2.89$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.15$1.57$2.73$1.53$1.20
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.04$0.37$0.89$0.64$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.00$0.01$0.01$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$7,589,482
Mission and Program Overview

Mission

The primary exempt purpose of microbiome health research institute, inc. (also known as openbiome) is to expand safe access to fecal microbiota transplantation and to catalyze research into the human microbiome.

Openbiome is a pioneering nonprofit that accelerates bold discoveries in microbiome science, ethically and equitably, to improve health for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$4,942,156-
Cash and Non-Interest-Bearing Accounts$7,553,224$1,299,880▼ $6,253,344
Accounts Receivable$660,668$1,226,101▲ $565,433
Investments in Publicly Traded Securities-$362,555-
Inventories for Sale or Use$2,183,545$258,720▼ $1,924,825
Land, Buildings, and Equipment, Net$62,545$124,409▲ $61,864
Prepaid Expenses and Deferred Charges$157,105$105,086▼ $52,019
Savings and Temporary Cash Investments$0$49,125▲ $49,125
Total Assets$10,887,542$9,439,432▼ $1,448,110
Other Assets Total$270,455$1,071,400▲ $800,945
Liabilities
Other Liabilities$1,090,595$1,000,054▼ $90,541
Accounts Payable and Accrued Expenses$353,266$597,899▲ $244,633
Total Liabilities$1,443,861$1,597,953▲ $154,092
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,443,681$7,841,479▼ $1,602,202
Total Net Assets Fund Balance$9,443,681$7,841,479▼ $1,602,202
Total Liabilities and Net Assets / Fund Balance$10,887,542$9,439,432▼ $1,448,110

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$39,568$255,134$294,702
Equipment$75,660$24,147$99,807
Other Land Buildings$9,181$64,081$73,262
Other Assets Org$803,818--
Other Securities$74,333--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE O'BRIENExecutive DirectorFT$194,872$63,100$257,972
Ken LindeChief Information OfficerFT$164,872$63,261$228,133
Majdi Osman Md MphChief Medical OfficerFT$168,812$42,181$210,993
Shevon WalkerDirector of CMC & Supply Chain LogisticsFT$125,531$55,384$180,915
Laura FolkFormer Chief Quality OfficerFT$174,149-$174,149
Dave MccallHuman Resources DirectorFT$120,314$50,896$171,210
Katya MonizDirector of Global Microbiome ConservancyFT$128,886$32,479$161,365
Mazie McleodChief Operating OfficerFT$126,362$26,800$153,162
Michael BougasClinical Outreach DirectorFT$113,289$39,723$153,012
Susan WeirSenior ScientistFT$129,030$4,319$133,349
Paul LeechChief Operating Officer (as of 9/22)FT$59,792$4,684$64,476

Board Members and Trustees

NameTitle
Lisa SerwinDirector/board Chair
Neil RasmussenDirector/vice Chair
Eric Alm PhdDirector
Jane WilliamsDirector/secretary
James BildnerDirector/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Laura FolkQuality104 NORTH BROOK STREET, Hampton, CT 06247$174,149
MintzLegal1 FINANCIAL CENTER FLOOR 39, Boston, MA 02111$102,851
Revenue and Support

Revenue Composition

Contributions and Grants
$926,050
Program Service Revenue
$112,610
Investment Income
$162,602
Other Revenue
$913,602
All Other Contributions
$58,067
Change in Net Assets
$-1,355,313

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,062,032
Revenue Not Reported on Financial Statements
$52,832
Revenue Not Reported on Form 990
$-246,889
Total Revenue per Audited Statements
$1,815,143
Total Revenue per Form 990
$2,114,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,112,206
Other Expenses$1,357,971
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,082,719$111,251-$1,193,970
Current Officers, Directors, Trustees, and Key Employees$294,302$180,379-$474,681
Occupancy$235,401$143,983-$379,384
Other Employee Benefits$170,324$104,178-$274,502
Office Expenses$185,896$58,477-$244,373
Fees for Services Other$153,694$78,542-$232,236
Fees for Services Legal$78,819$48,209-$127,028
Insurance$76,754$46,946-$123,700
Payroll Taxes$96,417$24,877-$121,294
Depreciation Depletion$39,817$20,245-$60,062
Fees for Service Investment Mgmnt Fees-$52,832-$52,832
Pension Plan Contributions$37,623$10,136-$47,759
Fees for Services Accounting$28,542$17,458-$46,000
Other Expenses$25,081$15,341-$40,422
Travel$12,572$5,831-$18,403
Conferences and Meetings$11,667$6,659-$18,326
Royalties$5,305$3,244-$8,549
Information Technology$4,130$2,526-$6,656
Total Functional Expenses$2,539,063$931,114$0$3,470,177

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,470,177
Expenses per Audited Statements$3,417,345
Total Expenses per Audited Statements$3,417,345
Expenses Not Reported on Financial Statements$52,832
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Obligation$803,818
Paycheck Protection Program Loan$196,236
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Copies of the completed draft form 990 (including required schedules) are distributed to the board members by either electronic or paper form for review and approval. Any questions or concerns will be noted and addressed, and management staff will ensure that changes are incorporated into the form 990 as appropriate. After all input has been appropriately addressed, the final version of the form 990 (with required schedules) will be distributed to every voting member of the organization's board of directors prior to filing with the irs. The final form may be distributed either in paper or electronic form in any manner deemed appropriate by the organization's chief operating officer.

Form 990, Part VI, Section B, Line 12C

All staff, officers, and directors are required to sign the conflict of interest policy and disclose any potential or perceived conflicts to management. Any conflicts of interest disclosed are discussed by the board of directors and management.

Form 990, Part VI, Section B, Line 15

Members of the board of directors must approve officer compensation. This compensation is reviewed annually against industry and market comparables. Compensation is set by independent persons and documented contemporaneously.

Form 990, Part VI, Section C, Line 19

Form 990s and annual audited financial statements are posted on the company website, www.openbiome.org, as well as guidestar.org.

Filing and Contact Details

Filer

Filer Name
Microbiome Health Research Institute Inc
EIN
46-1681862
Phone
6175752201
Address
400 WEST CUMMINGS PARK PMB 203 17, WOBURN, MA 01801-6579
Doing Business As
Openbiome

Signing Officer

Name
JULIE BARRETT O'BRIEN
Title
Executive Director
Phone
6175752201
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JULIE BARRETT O'BRIEN
Formed
2013
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
27
Volunteers
5

Preparer

Firm
Cbiz Mhm LLC
Address
500 BOYLSTON STREET, BOSTON, MA 02116
Preparer
Brenda L Booth
Phone
6177610600
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Microbiome health research institute inc established the global microbiome conservancy (gmbc) program to further the organization's mission of accelerating bold discoveries in microbiome science, ethically and equitably, to improve health for all. The gmbc program partners with scientists around the world to conserve, study, and share underrepresented and at-risk human microbiome diversity. The gmbc has established a network of 80+ researchers in over three dozen countries and built a diverse collection of samples and bacterial isolates to spark scientific discovery and enable new solutions to microbiome-associated disease.

Financial Statement Notes

PART X, LINE 2:

The organization accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. Interest and penalties assessed, if any, are accrued as income tax expense. The organization has identified its status as a tax exempt entity as its only significant tax position and has determined that such tax position does not result in an uncertainty requiring recognition. The organization is not currently under examination by any taxing jurisdiction.

Raw XML AppendixShowing 400 of 739 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt01226101
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OPENBIOME IS A PIONEERING NONPROFIT THAT ACCELERATES BOLD DISCOVERIES IN MICROBIOME SCIENCE, ETHICALLY AND EQUITABLY, TO IMPROVE HEALTH FOR ALL.
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IRS990/Desc0ALIGNED WITH CURRENT FDA POLICY, OPENBIOME REMAINS COMMITTED TO ENSURING THAT ALL PATIENTS SUFFERING FROM C. DIFFICILE INFECTION CONTINUE TO HAVE SAFE, CONVENIENT, AND AFFORDABLE ACCESS TO FECAL MICROBIOTA TRANSPLANTATION (FMT) THROUGH THEIR PHYSICIAN. IN OUR COLLABORATION WITH THE UNIVERSITY OF MINNESOTA (UMN), UNDER AN ACTIVE INVESTIGATIONAL DRUG APPLICATION (IND), WE CONTINUE TO DISTRIBUTE FMT TO OUR CLINICAL NETWORK AND ARE WORKING WITH FDA TO ENSURE THAT ALL REGULATORY FILINGS ARE KEPT CURRENT AND COMPLIANT WITH THE EXISTING POLICY AND GUIDANCE. WE STRIVE TO MAKE THE PATH TO TREATMENT AS SIMPLE AS POSSIBLE FOR PATIENTS AND THEIR DOCTORS, WHILE BRINGING A LEVEL OF SAFETY AND STANDARDIZATION TO THE PROCESS THAT HAS SET THE STANDARD FOR THIS EMERGING FIELD. OPENBIOME PROVIDES FMT THAT HAS BEEN MANUFACTURED BY UMN AND HAS BEEN RIGOROUSLY SCREENED. THESE READY-TO-USE FECAL MICROBIOTA PREPARATIONS ALLOW PHYSICIANS TO DEVOTE THEIR TIME AND ENERGY TO TREATING PATIENTS, RATHER THAN THE COMPLEXITIES OF MANAGING A STOOL DONOR PROGRAM.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR/BOARD CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF MEDICAL OFFICER
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IRS990/MissionDesc0OPENBIOME IS A PIONEERING NONPROFIT THAT ACCELERATES BOLD DISCOVERIES IN MICROBIOME SCIENCE, ETHICALLY AND EQUITABLY, TO IMPROVE HEALTH FOR ALL.
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IRS990/ProgSrvcAccomActy2Grp/Desc0CLINICAL RESEARCH PROGRAM: OPENBIOME SEEKS TO ENABLE TRANSLATIONAL RESEARCH ON THE HUMAN MICROBIOME. TO DO SO, WE PROVIDE A SUITE OF SERVICES TO HELP INVESTIGATORS UNCOVER THE ROLE OF THE GUT MICROBIOME IN HUMAN HEALTH, AND TO DISCOVER HOW ENGINEERING IT CAN DRIVE BETTER HEALTH OUTCOMES. OUR SERVICES INCLUDE THE PROVISION OF CUSTOMIZED FECAL MICROBIOTA PREPARATIONS, STUDY DESIGN AND REGULATORY SUPPORT FOR CLINICAL TRIALS, AND BIOINFORMATICS AND ANALYTICAL SERVICES. OPENBIOME ALSO SPONSORS ITS OWN STUDIES INVESTIGATING CRITICAL MICROBIOME-RELATED HEALTH CONDITIONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE GLOBAL MICROBIOME CONSERVANCY (GMBC) PROGRAM AT OPENBIOME PARTNERS WITH SCIENTISTS AROUND THE WORLD TO CONSERVE, STUDY, AND SHARE UNDERREPRESENTED AND AT-RISK HUMAN MICROBIOME DIVERSITY. THE GMBC HAS ESTABLISHED A NETWORK OF 80+ RESEARCHERS IN OVER THREE DOZEN COUNTRIES AND BUILT A DIVERSE COLLECTION OF SAMPLES AND BACTERIAL ISOLATES TO SPARK SCIENTIFIC DISCOVERY AND ENABLE NEW SOLUTIONS TO MICROBIOME-ASSOCIATED DISEASE.THE GMBC WAS ESTABLISHED TO SOLVE THE URGENT NEED FOR A DEEPER, MORE GLOBALLY REPRESENTATIVE UNDERSTANDING OF THE HUMAN MICROBIOME THAT ADDRESSES THE HEALTH CONCERNS OF ALL. A DEEPER UNDERSTANDING OF THE HUMAN MICROBIOME IS CRITICAL TO SOLVING GLOBAL HEALTH CHALLENGES SUCH AS ANTIMICROBIAL RESISTANCE, MALNUTRITION, DEPRESSION, AS WELL AS AUTOIMMUNE AND METABOLIC DISORDERS THAT ARE LINKED TO THE COMMUNITIES OF BACTERIA THAT LIVE WITHIN US. HOWEVER, OUR CURRENT BODY OF KNOWLEDGE, LARGELY BASED ON U.S. AND EUROPEAN POPULATIONS, IS BIASED AND VASTLY INCOMPLETE. AS INDUSTRIALIZATION DISRUPTS HUMAN MICROBIOME DIVERSITY ON A GLOBAL SCALE, THE WINDOW OF OPPORTUNITY TO STUDY AND APPLY THE FULL POTENTIAL OF THE HUMAN MICROBIOME IS CLOSING. TO RADICALLY EXPAND SCIENTISTS' VIEW OF THE MICROBIOME, THE GMBC PROGRAM HAS BUILT A GLOBALLY REPRESENTATIVE COLLECTION OF HUMAN MICROBIOME SAMPLES, BACTERIAL ISOLATES, AND ASSOCIATED METADATA AS A RESOURCE FOR THE RESEARCH COMMUNITY. WORKING WITH LOCAL SCIENTISTS AROUND THE WORLD, WE COLLECT AND CONSERVE MICROBIOME SAMPLES (PRIMARILY GUT, BUT ALSO MOUTH, SKIN AND OTHER BODY SITES) FROM PARTICIPATING COMMUNITIES. THESE SAMPLES ARE THEN CHARACTERIZED AND, FROM THEM, THE GMBC GENERATES BACTERIAL ISOLATES. RESULTING RESEARCH MATERIALS AND ASSOCIATED DATA ARE SHARED THROUGH THE GMBC COLLECTIONTHE MOST GLOBALLY REPRESENTATIVE COLLECTION OF ITS KIND THAT PROVIDES SCIENTISTS ACCESS TO PREVIOUSLY UNAVAILABLE BIODIVERSITY. TO DATE, THE GMBC PROGRAM AT OPENBIOME HAS WORKED WITH OVER 80 RESEARCH COLLABORATORS TO COLLECT AND SHARE MICROBIOME DIVERSITY DERIVED FROM THE STOOL SAMPLES OF 1,200+ PARTICIPANTS FROM MORE THAN 30 PREVIOUSLY UNDERREPRESENTED COMMUNITIES.
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