WILLAMETTE FAMILY INC (EIN 930569684) - 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

1965

Legal Domicile

Principal Officer

EVA WILLIAMS

Phone

5413432993

Tax Period

2023-07-01 to 2024-06-30

WILLAMETTE FAMILY INC, founded in 1965, is a mid-sized nonprofit in the Mental Health sector that reported $25.8M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.2M, a strong 24% operating margin.

Mission

SUBSTANCE ABUSE TREATMENT TO PROVIDE READILY ACCESSIBLE, QUALITY MENTAL HEALTH AND SUBSTANCE ABUSE/ADDICTION CARE FOR MEN, WOMEN, AND FAMILIES IN AN ATMOSPHERE THAT PROMOTES COMPASSION, RESPECT, AND WELL-BEING 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 (2023)

Revenue Breakdown

Contributions & Grants $6,589,262

Program Service Revenue $19,067,362

Investment Income $183,759

Other Revenue $0

TOTAL REVENUE $25,840,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,939,175

Fundraising Expenses $92,756

Program Expenses $15,545,254

Other Expenses $5,717,963

TOTAL EXPENSES $19,657,138

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,840,383	$21,227,589	+0.2%
Expenses	$19,657,138	$19,417,993	+0.0%
Net Income	$6,183,245	$1,809,596	+2.4%

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

320

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

$259,619

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE BALDWIN THOMAS	PSY.NURSE PR	20.00	Highest	$141,905	$0	$141,905
EVA WILLIAMS	EXECUTIVE DI	40.00	Officer	$127,788	$12,931	$140,719
LYN EAST	PROGRAM DIRE	40.00	Highest	$114,428	$12,582	$127,010
NICOLE LUCAS	NURSE PRACTI	20.00	Highest	$110,141	$0	$110,141
EDITH BAUMGART	SR. DIRECTOR	40.00	Highest	$108,347	$12,427	$120,774
JONATHAN SMITH	CFO	40.00	Officer	$99,621	$19,279	$118,900
JEREMY STARR	CHAIR	2.50	Officer Director	$0	$0	$0
CHRIS BABCOCK	PAST CHAIR	1.50	Officer Director	$0	$0	$0
JOHN BROWN	DIRECTOR	2.50	Director	$0	$0	$0
SCOTT COREY	DIRECTOR	1.50	Director	$0	$0	$0
JOHNNY EARL	DIRECTOR	1.50	Director	$0	$0	$0
LISA HAYES	DIRECTOR	1.50	Director	$0	$0	$0
GREG MOORE	DIRECTOR	1.00	Director	$0	$0	$0
GEOFFERY SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
GARY WEBER	DIRECTOR	1.50	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	No data	No data	No data	No data
2024	$25,840,383	$19,657,138	$22,384,668	$6,183,245
2023	$21,227,589	$19,417,993	$11,332,454	$1,809,596
2022	$19,079,692	$16,348,327	$12,218,030	$2,731,365
2021	$17,281,124	$15,024,290	$9,936,358	$2,256,834
2020	$14,871,456	$14,731,899	$8,058,585	$139,557
2020	$14,045,101	$14,731,899	$7,482,230	$-686,798
2019	$15,860,552	$15,122,933	$5,481,254	$737,619
2018	$15,533,814	$15,088,261	$4,715,391	$445,553

WILLAMETTE FAMILY INC