Western Institute of Nursing

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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

Legal Domicile

Principal Officer

ERIC BO PERRY

Phone

5034940869

Tax Period

2024-07-01 to 2025-06-30

Western Institute of Nursing is a small nonprofit in the Education sector that reported $686K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

WIN EXISTS TO BRING TOGETHER A DIVERSE COMMUNITY OF NURSES IN A SHARED COMMITMENT TO TRANSCEND THE BOUNDARIES OF KNOWLEDGE DEVELOPMENT AND APPLICATION TO ADVANCE THE DISCIPLINE AND DRIVE IMPROVEMENTS IN PRACTICE, OUTCOMES, AND COST.

Program Service Accomplishments

Program 1

Expenses: $366,259 Revenue: $380,371

WESTERN INSTITUTE OF NURSING SPONSORED ITS ANNUAL COMMUNICATING NURSING RESEARCH CONFERENCE WHERE RESEARCH REPORTS WERE PRESENTED TO 766 ATTENDEES. THE PURPOSE OF THE CONFERENCE IS TO PRESENT NEW...

WESTERN INSTITUTE OF NURSING SPONSORED ITS ANNUAL COMMUNICATING NURSING RESEARCH CONFERENCE WHERE RESEARCH REPORTS WERE PRESENTED TO 766 ATTENDEES. THE PURPOSE OF THE CONFERENCE IS TO PRESENT NEW RESEARCH FINDINGS FROM STUDIES CONDUCTED BY NURSES IN EDUCATIONAL AND CLINICAL AGENCIES, AND BY STUDENTS STUDYING FOR ADVANCED DEGREES. THE PROCEEDINGS FROM THE CONFERENCE ARE PUBLISHED AND DISTRIBUTED TO WIN MEMBERSHIP.

Program 2

Expenses: $147,804 Revenue: $218,075

WIN MEMBERSHIP OFFERS A VARIETY OF VALUABLE BENEFITS FOR ITS MEMBERS. INDIVIDUAL MEMBERS RECEIVE A SUBSCRIPTION TO NURSING RESEARCH; REDUCED CONFERENCE REGISTRATION FEES; A COMPLIMENTARY COPY OF THE CONFERENCE PROCEEDINGS; MULTIPLE OPPORTUNITIES TO NETWORK WITH EDUCATORS, CLINICIANS, RESEARCHERS AND STUDENTS TO SHARE RESEARCH, EDUCATION INNOVATIONS, AND CLINICAL PROJECTS; AND THE OPPORTUNITY TO MENTOR OR BE MENTORED IN RESEARCH, EDUCATION AND CLINICAL ROLES.

Program 3

Expenses: $47,765 Revenue: $15,570

WIN ADMINISTERS THE NURSING EDUCATION XCHANGE (NEXUS) PROJECT, A PARTNERSHIP AMONG SELECT US UNIVERSITIES OFFERING DOCTORAL PROGRAMS IN NURSING (PHD AND DNP) TO PROVIDE OPPORTUNITIES FOR STUDENTS AT ONE ACADEMIC COLLABORATING INSTITUTION TO TAKE A COURSE OR A SERIES OF RELATED COURSES IN A CLUSTER FROM ANOTHER ACADEMIC COLLABORATING INSTITUTION.

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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 $67,442

Program Service Revenue $614,016

Investment Income $1,297

Other Revenue $3,710

TOTAL REVENUE $686,465

Expense Breakdown

Grants Paid $0

Salaries & Benefits $409,185

Fundraising Expenses $0

Program Expenses $561,828

Other Expenses $327,815

TOTAL EXPENSES $737,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$686,465	$744,390	-0.1%
Expenses	$737,000	$659,554	+0.1%
Net Income	$-50,535	$84,836	-1.6%

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

151

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

$158,019

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC BO PERRY	Executive Dir.	40.00	Officer	$122,834	$35,185	$158,019
LAUREN CLARK	President	2.00	Officer Director	$0	$0	$0
ANNETTE NASR	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
PATRICIA DALY	SECRETARY-TREAS	2.00	Officer Director	$0	$0	$0
HEATHER COATS	GOV AT LARGE	2.00	Director	$0	$0	$0
PAULA MEEK	GOV NURSING RES	2.00	Director	$0	$0	$0
AHLAM JADALLA	GOV NURSING PRA	2.00	Director	$0	$0	$0
JOANNE NOONE	GOV NURSING EDU	2.00	Director	$0	$0	$0
CARLIE FELION	GOV NURSING STU	2.00	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
2025	$686,465	$737,000	$1,471,867	$-50,535
2024	$744,390	$659,554	$1,447,195	$84,836
2023	$682,259	$671,537	$1,240,153	$10,722
2022	$633,590	$571,200	$1,134,613	$62,390
2021	$384,443	$433,270	$1,123,272	$-48,827
2020	$342,014	$429,286	$994,775	$-87,272
2019	$777,716	$748,235	$1,112,142	$29,481
2018	$718,369	$696,172	$1,055,518	$22,197