MATRIX INSTITUTE ON ADDICTIONS INC

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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

1989

Legal Domicile

Phone

3103146200

Tax Period

2016-07-01 to 2017-06-30

MATRIX INSTITUTE ON ADDICTIONS INC, founded in 1989, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2016. Revenue decreased 9% compared to the prior year.

Mission

Improving the lives of individuals and families affected by alcohol and other drug use.

Program Service Accomplishments

Program 1

Expenses: $1,935,257 Revenue: $2,589,544

PROVIDED TREATMENT TO CLIENTS IN FOUR LOCATIONS.

Program 2

Expenses: $791,485 Revenue: $919,037

PROVIDED TREATMENT TO CLIENTS AND CONDUCTED RESEARCH IN FOUR LOCATIONS.

Program 3

Expenses: $327,492 Revenue: $516,566

PROVIDE TRAINING TO THERAPISTS ACROSS THE UNITED STATES AND INTERNATIONALLY.

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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 (2016)

Revenue Breakdown

Contributions & Grants $2,299,818

Program Service Revenue $1,725,329

Investment Income $1,851

Other Revenue $0

TOTAL REVENUE $4,026,998

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,720,463

Fundraising Expenses $0

Program Expenses $3,054,234

Other Expenses $1,402,803

TOTAL EXPENSES $4,123,266

Year-over-Year Comparison

	2016	2015	Change
Revenue	$4,026,998	$4,410,687	-0.1%
Expenses	$4,123,266	$4,414,966	-0.1%
Net Income	$-96,268	$-4,279	+21.5%

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

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

$277,725

Total Directors

$193,373

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFERY N WILKINS MD	Director	2.00	Director	$0	$0	$0
MICHAEL MCCANN	Director	40.00	Officer Director	$104,130	$4,165	$108,295
MARK CONLEY	Director	2.00	Director	$0	$0	$0
JEANNE OBERT MFT MSM	Director	30.00	Director	$16,888	$0	$16,888
PATRICIA MARINELLI-CASEY PHD	Director	20.00	Director	$65,567	$2,623	$68,190
CAROL ARCHIE MD	Director	2.00	Director	$0	$0	$0
KAREN MIOTTO MD	Director	2.00	Director	$0	$0	$0
DAE MEDMAN LCSW	Chairperson	2.00	Director	$0	$0	$0
JEREMY MARTINEZ MD	Executive Dir.	40.00	Officer	$162,913	$6,517	$169,430

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
2017	$4,026,998	$4,123,266	$2,231,431	$-96,268