WELCOMING AMERICA INC (EIN 271049805) - 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

2009

Legal Domicile

Principal Officer

RACHEL PERIC

Phone

4046316593

Tax Period

2024-01-01 to 2024-12-31

WELCOMING AMERICA INC, founded in 2009, is a community nonprofit in the Human Services sector that reported $4.0M in total revenue in fiscal year 2024. Expenses of $3.8M left a modest 3% surplus.

Mission

Welcoming America supports communities building a welcoming society where every person, including immigrants, can fully contribute and shape our shared prosperity.

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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 $3,323,638

Program Service Revenue $584,238

Investment Income $51,270

Other Revenue $7,999

TOTAL REVENUE $3,967,145

Expense Breakdown

Grants Paid $191,630

Salaries & Benefits $2,149,635

Fundraising Expenses $272,656

Program Expenses $2,896,043

Other Expenses $1,505,276

TOTAL EXPENSES $3,846,541

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,967,145	$3,796,923	+0.0%
Expenses	$3,846,541	$4,095,117	-0.1%
Net Income	$120,604	$-298,194	-1.4%

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

$172,206

Total Directors

$172,206

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL PERIC	Executive Dir.	40.00	Officer Director	$153,850	$18,356	$172,206
KAREN PHILLIPPI	POLICY ADVISOR	40.00		$155,836	$129	$155,965
MARJORIE S LITTLE	CHIEF PROG OFFICER	40.00		$130,933	$11,906	$142,839
DANIEL VALDEZ	CHIEF EXT AFFAIR O	40.00		$125,620	$7,826	$133,446
MARIO HERNANDEZ	Chair	1.00	Officer Director	$0	$0	$0
KIEN LEE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRYAN WARREN	CHAIR INTERNAL	1.00	Officer Director	$0	$0	$0
HENDRICK LEE	Treasurer	1.00	Officer Director	$0	$0	$0
MARA KIMMELL	Secretary	1.00	Officer Director	$0	$0	$0
HEATH WICKLINE	Director	0.00	Director	$0	$0	$0
LAURA MARISTANY	Director	0.00	Director	$0	$0	$0
CARLA GIBSON	Director	0.00	Director	$0	$0	$0
LIZ CEDILLO-PEREIRA	Director	0.00	Director	$0	$0	$0
KARAN DANG	Director	0.00	Director	$0	$0	$0
FEDERICO RIOS	Director	0.00	Director	$0	$0	$0
ERNESTOR DE LA ROSA	Director	0.00	Director	$0	$0	$0
JOHN GROSSMAN	Director	0.00	Director	$0	$0	$0
ALEXANDRA ALEX TOMA	Director	0.00	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
2024	$3,967,145	$3,846,541	$2,850,510	$120,604
2023	$3,796,923	$4,095,117	$2,707,721	$-298,194
2022	$2,852,314	$3,439,593	$2,945,254	$-587,279
2021	$4,483,261	$2,658,327	$3,862,053	$1,824,934
2020	$2,373,520	$2,516,827	$1,874,263	$-143,307
2020	$2,373,520	$2,516,827	$1,874,263	$-143,307
2019	$2,572,217	$2,709,251	$1,723,641	$-137,034
2019	$2,572,217	$2,709,251	$1,723,641	$-137,034
2018	$3,495,214	$2,772,861	$1,883,995	$722,353

WELCOMING AMERICA INC