NW LATINO INSTITUTO OF ADDICTIONS

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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

2021

Legal Domicile

Principal Officer

SUNNY BRISCOE

Phone

9717034623

Tax Period

2024-07-01 to 2025-06-30

NW LATINO INSTITUTO OF ADDICTIONS, founded in 2021, is a community nonprofit in the Mental Health sector that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $4.7M left a modest 7% surplus.

Mission

TO SERVE THE LATINO COMMUNITY THROUGH CULTURALLY SPECIFIC SUBSTANCE USE RECOVERY SUPPORT SERVICES, HARM REDUCTION INTERVENTIONS AND PROFESSIONAL DEVELOPMENT PROGRAMS FOR LATINO BEHAVIORAL HEALTH PROFESSIONALS.

Program Service Accomplishments

Program 1

Expenses: $4,154,807 Revenue: $314,810

THE ORGANIZATION OPERATES THE ONLY DROP-IN CENTERS AND FACILITATES THE ONLY PEER WELLNESS SPECIALIST TRAINING FOR THE LATINX COMMUNITY IN OREGON. ADDITIONALLY, THE ORGANIZATION PROVIDES CULTURALLY...

THE ORGANIZATION OPERATES THE ONLY DROP-IN CENTERS AND FACILITATES THE ONLY PEER WELLNESS SPECIALIST TRAINING FOR THE LATINX COMMUNITY IN OREGON. ADDITIONALLY, THE ORGANIZATION PROVIDES CULTURALLY AND LINGUISTICALLY SPECIFIC DIRECT STREET OUTREACH, TECHNICAL ASSISTANCE AND COMMUNITY TRAINING ON HARM REDUCTION INTERVENTIONS AS WELL AS MENTOR SERVICES TIED TO SUBSTANCE-USE TRANSITIONAL HOUSING IN PARTNERSHIP WITH LOCAL COMMUNITY PARTNERS.

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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 $4,670,648

Program Service Revenue $267,250

Investment Income $0

Other Revenue $82,173

TOTAL REVENUE $5,020,071

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,637,501

Fundraising Expenses $65,226

Program Expenses $4,154,807

Other Expenses $2,023,102

TOTAL EXPENSES $4,660,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,020,071	$3,231,671	+0.6%
Expenses	$4,660,603	$3,024,468	+0.5%
Net Income	$359,468	$207,203	+0.7%

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

$122,365

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED SMITH	MEMBER	2.00	Director	$0	$0	$0
LORENA DE GARAY	SECRETARY	2.00	Officer Director	$0	$0	$0
MERCEDES ELIZALDE	PRESIDENT	2.00	Officer Director	$0	$0	$0
MIGUEL TELLEZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ORLANDO RIVERA	MEMBER	1.00	Director	$0	$0	$0
CHRISTIAN VASQUEZ	MEMBER	1.00	Director	$0	$0	$0
FERNANDO PENA	EXECUTIVE DIRECTOR	40.00	Officer	$110,071	$12,294	$122,365

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	$5,020,071	$4,660,603	$2,543,564	$359,468
2024	No data	No data	No data	No data
2023	$1,788,273	$1,649,229	$931,916	$139,044
2022	$599,684	$746,258	$32,654	$-146,574