MCALISTER INSTITUTE FOR TREATMENT … - 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

1977

Legal Domicile

Principal Officer

MARISA VAROND

Phone

6194420277

Tax Period

2024-07-01 to 2025-06-30

MCALISTER INSTITUTE FOR TREATMENT & EDUCATION INC, founded in 1977, is a mid-sized nonprofit in the Mental Health sector that reported $51.6M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.0M, a strong 15% operating margin.

Mission

MCALISTER INSTITUTE PROVIDES PROFESSIONAL SERVICES THAT HEAL THE LIVES OF INDIVIDUALS AND FAMILIES, IMPROVING THE QUALITY OF LIFE IN COMMUNITIES THROUGH THE MIRACLE OF RECOVERY.

Program Service Accomplishments

Program 1

Expenses: $34,064,484 Revenue: $45,354,888

AS ONE OF SAN DIEGO'S LARGEST RESOURCES FOR INDIVIDUALS AND FAMILIES IMPACTED BY SUBSTANCE USE AND CO-OCURRING HEALTH CONDITIONS, MCALISTER INSTITUTE OFFERS A FULL CONTINUUM OF SUBSTANCE USE DISORDER TREATMENT FOR INDIVIDUALS ACROSS THE LIFESPAN THAT INCLUDES SCREENING AND ASSESSMENT, INDIVIDUAL AND GROUP COUNSELING, FAMILY THERAPY, CASE MANAGEMENT, TREATMENT PLANNING, HOUSING SUPPORTS, LINKAGES TO PHYSICAL HELATH, CO-OPERATIVE DAY CARE, REUNIFICATION SUPPORT, AND RECOVERY SERVICES. THIS INCLUDES 10 OUTPATIENT PROGRAMS, 4 RESIDENTIAL PROGRAMS, AND 2 DETOXIFICATION PROGRAMS THAT SERVED A TOTAL OF 6,860 INDIVIDUALS AND FAMILIES LAST YEAR.

Program 2

Expenses: $1,196,574 Revenue: $1,387,909

3,543 INDIVIDUALS AND FAMILIES RECEIVED PREVENTION, EDUCATION, SCREENING, BRIEF INTERVENTION, STABILIZATION, DIVERSION, AND/OR OTHER SUPPORTIVE SERVICES TO ADDRESS NEEDS RELATED TO ALCOHOL AND OTHER...

Program 3

Expenses: $1,966,433 Revenue: $1,819,903

12,359 INDIVIDUALS EXPERIENCING HOMELESSNESS OR AT-RISK OF EXPERIENCING HOMELESSNESS WERE SUPPORTED THROUGH A VARIETY OF OUTREACH, ENGAGEMENT, CASE MANAGEMENT, AND SUPPORTIVE HOUSING SERVICES. THIS...

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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 $50,097,822

Program Service Revenue $707,619

Investment Income $143,358

Other Revenue $665,298

TOTAL REVENUE $51,614,097

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,018,859

Fundraising Expenses $57,524

Program Expenses $37,227,491

Other Expenses $14,609,205

TOTAL EXPENSES $43,628,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,614,097	$42,865,453	+0.2%
Expenses	$43,628,064	$41,431,761	+0.1%
Net Income	$7,986,033	$1,433,692	+4.6%

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

463

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

$583,823

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUDREY JEANNE MCALISTER	CEO	40.00	Officer	$197,627	$0	$197,627
MARISA VAROND	EXECUTIVE DI	40.00	Officer	$195,996	$11,593	$207,589
DAVID SUNG	CFO	40.00	Officer	$168,779	$9,828	$178,607
THOMAS SAYER JR ESQ	PRESIDENT/BO	5.00	Director	$0	$0	$0
DAVID SAVAGE	VICE PRESIDE	2.00	Director	$0	$0	$0
MICHAEL DILLAWAY	TREASURER/BO	2.00	Director	$0	$0	$0
MAGGIE LEONE	SECRETARY/BO	2.00	Director	$0	$0	$0
STEVE ALLEN	IMMED PAST P	2.00	Director	$0	$0	$0
ARTURO ALEMANY	BOD	2.00	Director	$0	$0	$0
BRYN BUTOLPH	BOD	2.00	Director	$0	$0	$0
STEVE DAWSON	BOD	2.00	Director	$0	$0	$0
COREY LIUGET	BOD	2.00	Director	$0	$0	$0
OSCAR MEDINA JR	BOD	2.00	Director	$0	$0	$0
JIM MULVANEY JR	BOD	2.00	Director	$0	$0	$0
GARY SEIDEMAN	BOD	2.00	Director	$0	$0	$0
HENRY STEPHENS JR	BOD	2.00	Director	$0	$0	$0
DAVE WOLTMAN	BOD	2.00	Director	$0	$0	$0
DONALD BLAKE	HCE	40.00	Highest	$136,227	$0	$136,227
MICHELLE ZVIRZIN	HCE	40.00	Highest	$132,952	$0	$132,952
CYNTHIA TORRES	HCE	40.00	Highest	$126,924	$0	$126,924
DAWOOD TEHRANI	HCE	40.00	Highest	$115,968	$0	$115,968
PATRICK FOLEY	HCE	40.00	Highest	$102,808	$0	$102,808

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	$51,614,097	$43,628,064	$31,184,539	$7,986,033
2024	No data	No data	No data	No data
2023	$37,763,789	$36,913,861	$14,753,068	$849,928
2022	$33,569,901	$32,892,881	$8,229,164	$677,020
2021	$33,960,893	$31,313,710	$7,805,639	$2,647,183
2020	$28,166,976	$28,146,116	$7,576,596	$20,860
2019	$22,596,563	$22,572,898	$5,452,269	$23,665
2018	$17,899,685	$17,726,963	$4,251,880	$172,722

MCALISTER INSTITUTE FOR TREATMENT & EDUCATION INC