Wellness and Recovery with Maitri … - Form 990 Financial Data

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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

2023

Legal Domicile

Principal Officer

Lisa K Jones

Phone

8157800690

Tax Period

2024-01-01 to 2024-12-31

Wellness and Recovery with Maitri Inc NFP, founded in 2023, is a small nonprofit in the Human Services sector that reported $191K in total revenue in fiscal year 2024. Revenue fell 83% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $33K, a strong 17% operating margin.

Mission

Operation of substance abuse rehab facility

Program Service Accomplishments

Program 1

Expenses: $117,021

Wellness and Recovery with Maitri Inc NFP (WARM) provides innovative care for individuals facing addiction and mental health challenges. We are dedicated to creating a safe and nurturing environment that supports our clients through their recovery journey. Our evidence-based services and extended care sober living empower clients to establish healthy relationships, integrate into their communities, and reach their full potential.

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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 $111,729

Program Service Revenue $40,448

Investment Income $0

Other Revenue $38,656

TOTAL REVENUE $190,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,021

Other Expenses $157,841

TOTAL EXPENSES $157,841

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,833	$1,093,897	-0.8%
Expenses	$157,841	$45,248	+2.5%
Net Income	$32,992	$1,048,649	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa K Jones	Director	8.00	Director	$0	$0	$0
Brenden Fasken	Treasurer	8.00	Director	$0	$0	$0
Brian Zebron	Board Member	1.00	Director	$0	$0	$0
Katherine Pitello	Board Member	1.00	Director	$0	$0	$0
Emily Santoro	Board Member	1.00	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	$190,833	$157,841	$2,655,058	$32,992
2024	No data	No data	No data	No data

Wellness and Recovery with Maitri Inc NFP