Friends of Bill Wilson Inc (EIN 760454516) - 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

1994

Legal Domicile

Principal Officer

Bobby Lee

Phone

7139565061

Tax Period

2025-01-01 to 2025-12-31

Friends of Bill Wilson Inc, founded in 1994, is a small nonprofit in the Mental Health sector that reported $326K in total revenue in fiscal year 2025. Net assets of $1.2M represent 45 months of operating reserves.

Mission

EDUCATIONALTo make the Alcoholics Anonymous program of recovery available and accessible to all alcoholics.

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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 (2025)

Revenue Breakdown

Contributions & Grants $266,741

Program Service Revenue $0

Investment Income $4,500

Other Revenue $55,220

TOTAL REVENUE $326,461

Expense Breakdown

Grants Paid $1,800

Salaries & Benefits $131,906

Fundraising Expenses $0

Program Expenses $272,509

Other Expenses $224,013

TOTAL EXPENSES $357,719

Year-over-Year Comparison

	2025	2024	Change
Revenue	$326,461	$315,082	+0.0%
Expenses	$357,719	$363,135	0.0%
Net Income	$-31,258	$-48,053	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rhett Carter	Chair	1.00	Officer Director	$0	$0	$0
Jeff Miller	Vice Chair	1.00	Officer Director	$0	$0	$0
Bobby Lee	Treasurer	1.00	Officer Director	$0	$0	$0
Neeraj Parasher	Secretary	1.00	Officer Director	$0	$0	$0
Natalie Woods	Assistant Treasurer	1.00	Officer Director	$0	$0	$0
Krista Borstell	Assistant Secretary	1.00	Officer Director	$0	$0	$0
Joe Matula	Nominating Chair	1.00	Officer Director	$0	$0	$0
Dan Cartwright	Membership Chair	1.00	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
2025	$326,461	$357,719	$1,294,617	$-31,258
2024	$315,082	$363,135	$1,334,250	$-48,053
2023	$305,112	$344,502	$1,317,571	$-39,390
2022	$306,697	$331,487	$1,346,664	$-24,790
2021	$239,728	$278,527	$1,375,070	$-38,799
2020	$191,867	$252,633	$1,410,986	$-60,766
2019	$720,653	$222,134	$1,369,189	$498,519
2018	$640,005	$190,207	$687,236	$449,798

Friends of Bill Wilson Inc