FAMILIES USA FOUNDATION INC (EIN 042730934) - 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

1981

Legal Domicile

Principal Officer

ANTHONY WRIGHT

Phone

2026283030

Tax Period

2023-01-01 to 2023-12-31

FAMILIES USA FOUNDATION INC, founded in 1981, is a community nonprofit in the Human Services sector that reported $6.3M in total revenue in fiscal year 2023. Expenses of $9.4M exceeded revenue, resulting in a 49% operating deficit.

Mission

ENSURE THE BEST HEALTH AND ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE FOR ALL AMERICANS.

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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 $4,765,412

Program Service Revenue $123,940

Investment Income $1,067,861

Other Revenue $349,350

TOTAL REVENUE $6,306,563

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $5,723,367

Fundraising Expenses $643,280

Program Expenses $6,355,214

Other Expenses $3,641,219

TOTAL EXPENSES $9,389,586

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,306,563	$6,613,714	0.0%
Expenses	$9,389,586	$8,681,392	+0.1%
Net Income	$-3,083,023	$-2,067,678	+0.5%

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

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

$760,916

Total Directors

$16,490

Key Employees

$1,119,454

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERICK ISASI	EXECUTIVE DIRECTOR	37.00	Officer	$420,885	$35,895	$456,780
JUDE MCCARTIN	CHIEF OF STAFF	35.00	Key Emp	$264,883	$18,459	$283,342
YASMIN ABBOUD	SR. DIR., FUNDRAISING	40.00	Key Emp	$194,223	$46,808	$241,031
JENNIFER TAYLOR	SR. DIR., FEDERAL RELATIONS	26.00	Highest	$181,735	$38,225	$219,960
SOPHIA TRIPOLI	SR. DIR., HEALTH POLICY	38.00	Key Emp	$164,150	$49,643	$213,793
JON OLSON	SR. DIR., FINANCE & OPERATIONS	40.00	Officer	$159,829	$53,240	$213,069
STACI LOFTON	SR. DIR., HEALTH EQUITY	40.00	Key Emp	$170,677	$22,839	$193,516
CHERYL FISH-PARCHAM	DIR., PRIVATE COVERAGE	40.00	Highest	$148,172	$44,397	$192,569
YAEL LEHMANN	SR. DIR., STRATEGIC PARTNERSHIPS	40.00	Key Emp	$172,341	$15,431	$187,772
BENJAMIN ANDERSON	DEP. SR. DIR., HEALTH POLICY	40.00	Highest	$144,392	$34,364	$178,756
GILLIAN SHURLAND	SR. DIR. TALENT & HAPPINESS	40.00	Highest	$149,477	$23,113	$172,590
ARIELLE KANE	DIR., MEDICAID INITIATIVES	40.00	Highest	$128,128	$12,003	$140,131
LISA SHAPIRO	ASST SECRETARY (OUTGOING 2023)/SR. ADVISOR FOR STR	18.00	Officer	$49,220	$25,357	$74,577
PHILIPPE VILLERS	PRESIDENT EMERITUS	20.00	Officer Director	$16,460	$30	$16,490
SISTER SIMONE CAMPBELL	PRESIDENT	3.00	Officer Director	$0	$0	$0
DEBORAH BACHRACH	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MARIA LEMUS	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT MORRISON	TREASURER	3.00	Officer Director	$0	$0	$0
ROBERT CRITTENDEN MD	DIRECTOR	1.00	Director	$0	$0	$0
TOBY DOUGLAS	DIRECTOR	1.00	Director	$0	$0	$0
RUSHIKA FERNANDOPULLE MD	DIRECTOR (OUTGOING 2023)	1.00	Director	$0	$0	$0
SAMUEL KARP	DIRECTOR	3.00	Director	$0	$0	$0
JAMES KIMMEY MD	DIRECTOR	3.00	Director	$0	$0	$0
JOHN KITZHABER	DIRECTOR	1.00	Director	$0	$0	$0
LATISHA LATIKER	DIRECTOR	1.00	Director	$0	$0	$0
ELENA MARKS	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA MONSON	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE POWELL	DIRECTOR	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	No data	No data	No data	No data
2023	$6,306,563	$9,389,586	$36,805,784	$-3,083,023
2022	$6,613,714	$8,681,392	$38,170,722	$-2,067,678
2021	$9,369,992	$8,879,932	$37,749,314	$490,060
2020	$5,349,342	$7,830,264	$35,422,898	$-2,480,922
2019	$9,020,764	$7,825,090	$35,189,145	$1,195,674
2018	$5,130,427	$7,044,028	$30,366,555	$-1,913,601

FAMILIES USA FOUNDATION INC