ADDICTION RECOVERY INSTITUTE (EIN 611413026) - 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

2002

Legal Domicile

Principal Officer

DAN SHEPARD

Phone

9193574622

Tax Period

2024-01-01 to 2024-12-31

ADDICTION RECOVERY INSTITUTE, founded in 2002, is a small nonprofit in the Mental Health sector that reported $338K in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 23% operating margin.

Mission

TO CONNECT AND SUPPORT RECOVERY COMMUNITIES. RECOVERY THRIVES IN CONNECTION, NOT ISOLATION. THATS WHY WE COMMIT EACH DAY TO CONNECTING AND SUPPORTING RECOVERY COMMUNITIESUNTIL EVERYONE AND EVERY RESOURCE WORKS TOGETHER TO MAKE RECOVERY ACCESSIBLE FOR ALL.

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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 $338,038

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $338,038

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,000

Fundraising Expenses $5,200

Program Expenses $261,124

Other Expenses $209,124

TOTAL EXPENSES $261,124

Year-over-Year Comparison

	2024	2023	Change
Revenue	$338,038	$211,585	+0.6%
Expenses	$261,124	N/A	N/A
Net Income	$76,914	$211,585	-0.6%

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

N/A

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

$52,000

Total Directors

$52,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS EDWARDS	BOARD CHAIR	040.00	Officer Director	$52,000	$0	$52,000
CHRIS BUDNICK	DIRECTOR	004.00	Director	$0	$0	$0
DAN SHEPARD	TREASURER	010.00	Officer 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	$338,038	$261,124	$107,423	$76,914
2023	$211,585	$190,531	No data	$21,054
2022	$205,980	No data	No data	No data

ADDICTION RECOVERY INSTITUTE