WAI-IAM INC (EIN 464036273) - 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

2013

Legal Domicile

Principal Officer

JACQUELYN LIEBNER

Phone

5178979001

Tax Period

2024-01-01 to 2024-12-31

WAI-IAM INC, founded in 2013, is a community nonprofit in the Crime & Legal sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $1.7M left a modest 13% surplus.

Mission

TO PROVIDE PREVENTION, AWARENESS AND POST TREATMENT SERVICES IN THE AREA OF SUBSTANCE ABUSE DISORDER.

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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 $920,813

Program Service Revenue $1,071,810

Investment Income $1,180

Other Revenue $-965

TOTAL REVENUE $1,992,838

Expense Breakdown

Grants Paid $0

Salaries & Benefits $995,223

Fundraising Expenses $0

Program Expenses $1,656,289

Other Expenses $738,454

TOTAL EXPENSES $1,733,677

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,992,838	$1,605,417	+0.2%
Expenses	$1,733,677	$1,707,660	+0.0%
Net Income	$259,161	$-102,243	-3.5%

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

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

$394,612

Total Directors

$96,239

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL COOK	SECRETARY	40.00	Officer Director	$81,550	$9,133	$90,683
DONATO BORRILLO MD JD	DIRECTOR	0.10	Director	$0	$0	$0
DEBORAH GARRETT	DIRECTOR (ENDED 9/4/24)	0.10	Director	$0	$0	$0
TIFFANY DOWLING	DIRECTOR	0.10	Director	$0	$0	$0
JEFF KINDINGER	DIRECTOR	0.10	Director	$0	$0	$0
SHELLY KOSMET	DIRECTOR	0.10	Director	$0	$0	$0
DENISE RICHEY	VICE CHAIR	0.10	Officer Director	$0	$0	$0
JULIA GOATLEY	CHAIR	0.10	Officer Director	$0	$0	$0
STEPHANIE WEBSTER	SECRETARY (ENDED 2/9/24)	1.00	Officer Director	$5,070	$486	$5,556
JACQUELYN LIEBNER	EXECUTIVE DIRECTOR/TREASURER	40.00	Officer	$130,312	$25,358	$155,670
COREY WARREN	PRESIDENT/CEO	40.00	Officer	$123,837	$18,866	$142,703

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	$1,992,838	$1,733,677	$2,540,729	$259,161
2023	$1,605,417	$1,707,660	$1,316,523	$-102,243
2022	$1,554,261	$1,419,695	$1,438,691	$134,566
2021	$1,221,678	$1,400,549	$1,302,963	$-178,871
2020	$1,430,919	$1,364,465	$938,876	$66,454
2019	$1,175,407	$1,213,628	$341,083	$-38,221
2018	$1,311,490	$1,334,911	$309,548	$-23,421

WAI-IAM INC