WILLIAM JAMES ASSOCIATION (EIN 237320163) - 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

1973

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

WILLIAM JAMES ASSOCIATION, founded in 1973, is a community nonprofit in the Crime & Legal sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 21% operating deficit.

Mission

Promote work service in the arts, environment, education and community development. Provide transformative arts experiences in nontraditional settings, working with prisoners, high-risk youths and parolees.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,038,102

Program Service Revenue $49,619

Investment Income $7,888

Other Revenue $3,165

TOTAL REVENUE $1,098,774

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,027,673

Fundraising Expenses $400

Program Expenses $1,105,574

Other Expenses $307,135

TOTAL EXPENSES $1,334,808

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,098,774	$1,341,995	-0.2%
Expenses	$1,334,808	$1,358,251	0.0%
Net Income	$-236,034	$-16,256	+13.5%

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

275

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

$100,800

Total Directors

$1,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE BROOKS	Executive Direc	40.00	Officer	$100,800	$0	$100,800
WAYNE D COOK	Board Member	2.00	Director	$1,700	$0	$1,700
NIGEL SANDERS-SELF	Board Member	2.00	Director	$0	$0	$0
WESLEY HAYE	Board Member	2.00	Director	$0	$0	$0
THOMAS-WITT ELLIS	Co-Chair	2.00	Officer Director	$0	$0	$0
HENRY ROBINETT	Co-Chair	2.00	Officer Director	$0	$0	$0
JOSE ANTONIO AGUIRRE	Board Member	2.00	Director	$0	$0	$0
RACHEL O MALLEY	Treasurer	2.00	Officer Director	$0	$0	$0
JACK BOWERS	Secretary	9.59	Officer Director	$0	$0	$0
BILL CLEVELAND	Board Member	2.00	Director	$0	$0	$0
FELIX LUCERO	Board Member	2.00	Director	$0	$0	$0
MARGARET GARCIA	Board Member	2.00	Director	$0	$0	$0

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
2025	$1,098,774	$1,334,808	$1,180,462	$-236,034
2024	No data	No data	No data	No data
2023	$973,242	$1,047,583	$1,236,706	$-74,341
2022	$1,668,499	$1,579,069	$809,607	$89,430
2021	$2,165,364	$2,065,046	$915,392	$100,318
2020	$2,647,714	$2,389,873	$828,730	$257,841
2019	$1,897,279	$1,789,181	$629,546	$108,098
2018	$1,398,339	$1,519,940	$461,758	$-121,601

WILLIAM JAMES ASSOCIATION