Civic Intelligence

Alles Institute for Medical Research

EIN 81-0903049 • 501(c)3 • El Cerrito, CA

Profile

Alles Institute for Medical Research is a nonprofit medical research organization dedicated to advancing scientific discovery and improving healthcare. Focusing on basic and applied research, we fund investigations into underlying causes and potential treatments of a variety of human disorders. We also support the development of advanced technologies to improve the discovery process.

1129 James PlaceEl Cerrito, CA 94530

www.allesinstitute.org

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

23rd percentile

$811

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

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

Asset Growth

80th percentile

19%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

24th percentile

-7.8%

Faster revenue growth than 24% of similar nonprofits.

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

Assets

Up

$6,077,229

Up $985,260 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,077,229

Up $985,260 (+19%) from 2023

Revenue

Down

$1,152,425

Down $97,469 (-7.8%) from 2023

Expenses

Up

$474,710

Up $226,748 (+91%) from 2023

Net Income

Down

$677,715

Down $324,217 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2016: $951,464Liabilities 2016: $0Net Assets 2016: $951,4642016Assets 2017: $954,165Liabilities 2017: $0Net Assets 2017: $954,1652017Assets 2018: $1,748,267Liabilities 2018: $0Net Assets 2018: $1,748,2672018Assets 2019: $3,442,171Liabilities 2019: $0Net Assets 2019: $3,442,1712019Assets 2020: $6,128,599Liabilities 2020: $0Net Assets 2020: $6,128,5992020Assets 2021: $8,526,362Liabilities 2021: $0Net Assets 2021: $8,526,3622021Assets 2022: $5,670,275Liabilities 2022: $0Net Assets 2022: $5,670,2752022Assets 2023: $5,091,969Liabilities 2023: $0Net Assets 2023: $5,091,9692023Assets 2024: $6,077,229Liabilities 2024: $0Net Assets 2024: $6,077,2292024

Highlighted filing

2024

Assets$6,077,229
Liabilities$0
Net Assets$6,077,229

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,067,179Expenses 2016: $115,715Net Income 2016: $951,4642016Revenue 2017: $29,491Expenses 2017: $316,853Net Income 2017: -$287,3622017Revenue 2018: $999,786Expenses 2018: $113,017Net Income 2018: $886,7692018Revenue 2019: $1,035,831Expenses 2019: $233,897Net Income 2019: $801,9342019Revenue 2020: $1,110,338Expenses 2020: $195,116Net Income 2020: $915,2222020Revenue 2021: $1,074,198Expenses 2021: $342,088Net Income 2021: $732,1102021Revenue 2022: $1,159,659Expenses 2022: $268,890Net Income 2022: $890,7692022Revenue 2023: $1,249,894Expenses 2023: $247,962Net Income 2023: $1,001,9322023Revenue 2024: $1,152,425Expenses 2024: $474,710Net Income 2024: $677,7152024

Highlighted filing

2024

Revenue$1,152,425
Expenses$474,710
Net Income$677,715

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.0
Gross Receipts
$1,308,122
Mission and Program Overview

Mission

Alles Institute for Medical Research is a nonprofit medical research organization dedicated to advancing scientific discovery and improving healthcare. Focusing on basic and applied research, we fund investigations into underlying causes and potential treatments of a variety of human disorders. We also support the development of advanced technologies to improve the discovery process.

Basic and applied research into the causes and potential treatments for a variety of human disorders, including type 1 diabetes. Support for the development of advanced technologies to improve the discovery process.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,957,976$5,766,993▲ $809,017
Cash and Non-Interest-Bearing Accounts$28,362$220,783▲ $192,421
Savings and Temporary Cash Investments$347,705$89,453▼ $258,252
Total Assets$5,334,043$6,077,229▲ $743,186
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,334,043$6,077,229▲ $743,186
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$5,334,043$6,077,229▲ $743,186
Total Liabilities and Net Assets / Fund Balance$5,334,043$6,077,229▲ $743,186
Compensation and Service Providers

Employees

NameTitleBaseTotal
Julia SchwartzSecretary$811$811

Board Members and Trustees

NameTitle
Alice SchwartzPresident
Adria SchwartzDirector
Allison SchwartzDirector
Amy SchwartzDirector
Steven SchwartzDirector
Norman SchwartzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$999,810
Program Service Revenue
$0
Investment Income
$152,615
Other Revenue
$0
All Other Contributions
$999,810
Change in Net Assets
$677,715

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$999,810Fair Market Value (FMV)
Total Noncash Contributions1$999,810-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$381,801
Salaries, Compensation, and Employee Benefits$92,909
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,350--$70,350
Fees for Services Other-$13,731-$13,731
Other Employee Benefits$11,563--$11,563
Payroll Taxes$6,775--$6,775
Pension Plan Contributions$4,221--$4,221
Fees for Services Management-$811-$811
Fees for Services Legal-$191-$191
Other Expenses$0$25$0$25
Total Functional Expenses$459,247$15,463$0$474,710
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

All board members are family members.

Form 990, Part VI, Section A, Line 8B

No committee meetings were held in 2024.

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

Secretary and Treasurer review the document together.

Form 990, Part VI, Section C, Line 19

The governing documents, policies, and financial statements are available upon request to the public. They have not been requested.

Filing and Contact Details

Filer

Filer Name
Alles Institute for Medical Research
EIN
81-0903049
Phone
5102333125
Address
1129 James Place, El Cerrito, CA 94530

Signing Officer

Name
Julia Schwartz
Title
Secretary
Phone
5102333125
Signed
2025-11-15

Organization Details

Principal Officer
Alice Schwartz
Formed
2015
Legal Domicile
De
Voting Board Members
7
Independent Board Members
0
Employees
1
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

PEO service

Raw XML Appendix377 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.

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IRS990/Desc0Alles Institute for Medical Research continued its collaborative research project at Massachusetts General Hospital. The researcher is exploring a quantitative PCR method to test the genetic expression of T-regulatory cells. PCR is a technique used to amplify DNA to generate millions of copies of a particular DNA sequence. Through side-by-side comparison of PCR and flow cytometry methods, she will be able to track the accuracy of PCR results. The findings of this research may provide a new, accurate, and more effective technique for tracking T-regulatory cells in type 1 diabetes and other autoimmune research.
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IRS990/MissionDesc0Alles Institute for Medical Research is a nonprofit medical research organization dedicated to advancing scientific discovery and improving healthcare. Focusing on basic and applied research, we fund investigations into underlying causes and potential treatments of a variety of human disorders. We also support the development of advanced technologies to improve the discovery process.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents, policies, and financial statements are available upon request to the public. They have not been requested.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PEO service
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1DE
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05334043
IRS990/TotalAssetsEOYAmt06077229
IRS990/TotalAssetsGrp/BOYAmt05334043
IRS990/TotalAssetsGrp/EOYAmt06077229
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0999810
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015463
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0459247
IRS990/TotalFunctionalExpensesGrp/TotalAmt0474710
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05334043
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06077229
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0459247
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0811
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0152615
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01152425
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05334043
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06077229
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01129 James Place
IRS990/USAddress/CityNm0El Cerrito
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094530
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.allesinstitute.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Julia Schwartz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum05102333125
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLES INSTITUTE FOR MEDICAL RESEARCH
ReturnHeader/Filer/BusinessNameControlTxt0ALLE
ReturnHeader/Filer/EIN0810903049
ReturnHeader/Filer/PhoneNum05102333125
ReturnHeader/Filer/USAddress/AddressLine1Txt01129 James Place
ReturnHeader/Filer/USAddress/CityNm0El Cerrito
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094530
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-15T19:02:55-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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