FREEDOM INSTITUTE INC (EIN 132877912) - Form 990 Financial Analysis & Trantor Score

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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

1976

Legal Domicile

Principal Officer

DANA SACHER-ROLLINS

Phone

2128380044

Tax Period

2023-01-01 to 2023-12-31

FREEDOM INSTITUTE INC, founded in 1976, is a community nonprofit in the Diseases & Disorders sector that reported $1.6M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $2.0M exceeded revenue, resulting in a 28% operating deficit.

Mission

ASSIST AND COUNSEL THE CHEMICALLY DEPENDENT AND THEIR FAMILIES THROUGH EDUCATION, TREATMENT, AND PREVENTION.

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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 $211,471

Program Service Revenue $1,332,392

Investment Income $0

Other Revenue $8,807

TOTAL REVENUE $1,552,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,045,205

Fundraising Expenses $20,265

Program Expenses $1,605,900

Other Expenses $946,225

TOTAL EXPENSES $1,991,430

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,552,670	$2,186,497	-0.3%
Expenses	$1,991,430	$2,493,987	-0.2%
Net Income	$-438,760	$-307,490	+0.4%

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

$177,184

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA AMBROSE	SECRETARY	0.20	Officer Director	$0	$0	$0
ROBERT L MILLER	CHAIRMAN	5.00	Officer Director	$0	$0	$0
ALEX DAYTON	TRUSTEE	0.20	Director	$0	$0	$0
ANSON BARRETT FRELINGHUYSEN	TRUSTEE	0.20	Director	$0	$0	$0
JOHN LOEFFLER	TRUSTEE	0.20	Director	$0	$0	$0
MR PATRICK ROBINSON	TRUSTEE	0.20	Director	$0	$0	$0
STEVEN WOLT	PRESIDENT	20.00	Officer	$15,000	$0	$15,000
DANA SACHER-ROLLINS	VP & GENERAL MANAGER	40.00	Officer	$115,873	$46,311	$162,184
CAROLINE KERN	CLINICAL DIRECTOR	40.00	Highest	$126,329	$15,746	$142,075
SALAH BUSTAMI	DIRECTOR OF FAMILY SERVICES	40.00	Highest	$106,838	$19,873	$126,711

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	$1,552,670	$1,991,430	$169,538	$-438,760
2022	$2,186,497	$2,493,987	$212,946	$-307,490
2021	$2,758,758	$3,019,356	$1,271,692	$-260,598
2020	$2,820,347	$3,271,347	$1,412,979	$-451,000
2019	$3,290,156	$4,138,644	$1,926,149	$-848,488
2018	$3,767,511	$4,651,782	$2,984,078	$-884,271

FREEDOM INSTITUTE INC