SOUTHEAST FAMILY SERVICES 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

2002

Legal Domicile

Principal Officer

DANIEL S MUMBAUER

Phone

5089970475

Tax Period

2020-07-01 to 2021-06-30

SOUTHEAST FAMILY SERVICES INC, founded in 2002, is a mid-sized nonprofit that reported $16.8M in total revenue in fiscal year 2020. Revenue surged 74% from the prior year, signaling strong growth momentum.

Mission

THE ORGANIZATION IS DEDICATED TO THE PROVISION OF EMERGENCY FAMILY SHELTER AND RESIDENTIAL SERVICES, AS WELL AS SUPPORTING SERVICES TO FAMILIES IN RECOVERY FROM SUBSTANCE ABUSE.

Program Service Accomplishments

Program 1

Expenses: $5,705,348

SHELTER - PROVIDE EMERGENCY SHELTER TO ELIGIBLE FAMILIES EXPERIENCING HOMELESSNESS WHILE ASSISTING THEM IN FINDING PERMANENT SUSTAINABLE HOUSING

Program 2

Expenses: $1,850,206

RESIDENTIAL - THE FAMILY PRESERVATION PROGRAM PROVIDES SAFE AND SUPPORTIVE HOUSING TO PARENTS WHO ARE HOMELESS, WHO HAVE A DISABILITY, AND WHOM OFTEN NEED ASSISTANCE TO REUNIFY WITH THEIR CHILDREN...

RESIDENTIAL - THE FAMILY PRESERVATION PROGRAM PROVIDES SAFE AND SUPPORTIVE HOUSING TO PARENTS WHO ARE HOMELESS, WHO HAVE A DISABILITY, AND WHOM OFTEN NEED ASSISTANCE TO REUNIFY WITH THEIR CHILDREN. RESIDENTIAL EXPENSES ALSO INCLUDE THE COST OF MAINTAINING A FACILITY LOCATED IN MIDDLEBORO.

Program 3

Expenses: $1,874,405

COMMUNITY BASED - SSRAC (SOUTH SHORE RESOURCE AND ADVOCACY CENTER) PROVIDES COMPREHENSIVE DOMESTIC VIOLENCE PROGRAMS, INTERVENTION SERVICES, AND ADVOCACY SUPPORT. HEALTHY FAMILIES HOME VISITING...

COMMUNITY BASED - SSRAC (SOUTH SHORE RESOURCE AND ADVOCACY CENTER) PROVIDES COMPREHENSIVE DOMESTIC VIOLENCE PROGRAMS, INTERVENTION SERVICES, AND ADVOCACY SUPPORT. HEALTHY FAMILIES HOME VISITING PROGRAMS OFFERS SERVICES TO FIRST TIME EXPECTING AND PARENTING MOTHERS WITH THE GOAL TO PREVENT CHILD ABUSE, ACHIEVE OPTIMAL HEALTH, GROWTH AND DEVELOPMENT IN INFANCY AND EARLY CHILDHOOD

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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 (2020)

Revenue Breakdown

Contributions & Grants $8,288,887

Program Service Revenue $0

Investment Income $4,970,548

Other Revenue $3,536,526

TOTAL REVENUE $16,795,961

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,908,966

Fundraising Expenses $0

Program Expenses $9,429,959

Other Expenses $13,946,361

TOTAL EXPENSES $16,855,327

Year-over-Year Comparison

	2020	2019	Change
Revenue	$16,795,961	$9,638,602	+0.7%
Expenses	$16,855,327	$11,934,883	+0.4%
Net Income	$-59,366	$-2,296,281	-1.0%

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

$531,522

Total Directors

$338,450

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL S MUMBAUER	PRESIDENT,CEO & CHAIRPERSON	20.00	Officer Director	$0	$18,727	$338,450
CARL SOARES	DIRECTOR	4.00	Director	$0	$0	$0
ROBERT BETTENCOURT	DIRECTOR	4.00	Director	$0	$0	$0
ELAINE GUILLEMETTE	DIRECTOR	4.00	Director	$0	$0	$0
JAMES HATCH	DIRECTOR	4.00	Director	$0	$0	$0
ASSUNCAO MARTINS	CFO	20.00	Officer	$0	$17,807	$124,893
DEBRA MASCIULLI	CLERK (EX-OFFICIO)	20.00	Officer	$0	$1,378	$68,179

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
2021	$16,795,961	$16,855,327	$2,020,410	$-59,366
2021	$976,026	$1,046,143	No data	$-70,117
2020	$9,638,602	$11,934,883	$12,841,801	$-2,296,281
2019	$8,602,488	$8,361,399	$15,714,180	$241,089
2018	$8,674,528	$8,371,785	$15,784,876	$302,743