INSTITUTE FOR RESEARCH EDUCATION AND TRAINING IN ADDICTION (EIN 251857820) - 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

2000

Legal Domicile

Principal Officer

JESSICA SAMUEL

Phone

4122588565

Tax Period

2023-07-01 to 2024-06-30

INSTITUTE FOR RESEARCH EDUCATION AND TRAINING IN ADDICTION, founded in 2000, is a community nonprofit in the Crime & Legal sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

HELPING PEOPLE RESPOND EFFECTIVELY TO SUBSTANCE USE AND RELATED PROBLEMS.

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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 $1,196,295

Program Service Revenue $0

Investment Income $14,393

Other Revenue $0

TOTAL REVENUE $1,210,688

Expense Breakdown

Grants Paid $0

Salaries & Benefits $818,448

Fundraising Expenses $0

Program Expenses $911,907

Other Expenses $358,511

TOTAL EXPENSES $1,176,959

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,210,688	$1,002,475	+0.2%
Expenses	$1,176,959	$1,171,539	+0.0%
Net Income	$33,729	$-169,064	-1.2%

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

N/A

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

$314,170

Total Directors

$208,307

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER LUONGO PHD LCSW-C	EXECUTIVE DIRECTOR	40.00	Officer Director	$199,407	$8,900	$208,307
ERIC HULSEY DRPH	CHAIRPERSON	6.00	Officer Director	$0	$0	$0
JESSE D SCHECK	TREASURER	5.00	Officer Director	$0	$0	$0
JANET K ASTLE PHARMEDD	SECRETARY	2.00	Officer Director	$0	$0	$0
HANNAH CAWOSKI	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID C MCADOO MBA	BOARD MEMBER	2.00	Director	$0	$0	$0
JEANNE MINNICKS MBA CFRE	BOARD MEMBER	2.00	Director	$0	$0	$0
GARY SEECH	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEX PERLA	BOARD MEMBER	2.00	Director	$0	$0	$0
DAWN LINDSY PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIUS HABJANETZ	CFO	40.00	Officer	$105,863	$0	$105,863

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	No data	No data	No data	No data
2024	$1,210,688	$1,176,959	$1,343,213	$33,729
2023	$1,002,475	$1,171,539	$1,365,761	$-169,064
2022	$1,131,775	$1,126,656	$1,383,348	$5,119
2021	$1,439,510	$1,174,432	$1,426,795	$265,078
2020	$1,301,970	$1,238,083	$1,148,116	$63,887
2019	$1,115,623	$1,124,100	$1,068,099	$-8,477
2018	$1,157,288	$1,095,616	$1,089,902	$61,672

INSTITUTE FOR RESEARCH EDUCATION AND TRAINING IN ADDICTION