AMPERSAND FAMILIES (EIN 142004438) - 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

2007

Legal Domicile

Principal Officer

CHRISTINA ZEISE

Phone

6126051904

Tax Period

2023-07-01 to 2024-06-30

AMPERSAND FAMILIES, founded in 2007, is a community nonprofit in the Human Services sector that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $2.9M left a modest 5% surplus.

Mission

THE MISSION OF AMPERSAND FAMILIES IS TO PROVIDE PERMANENCY AND ADOPTION SERVICES TO OLDER YOUTH AND FAMILIES WHO FACE BARRIERS TO EQUITY IN CHILD WELFARE, AND TO CHAMPION SYSTEMIC CHANGES THAT ADVANCE BELONGING, DIGNITY AND HOPE.

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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 $2,985,725

Program Service Revenue $16,400

Investment Income $377

Other Revenue $11,846

TOTAL REVENUE $3,014,348

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,173,771

Fundraising Expenses $162,160

Program Expenses $2,233,611

Other Expenses $692,132

TOTAL EXPENSES $2,865,903

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,014,348	$2,668,133	+0.1%
Expenses	$2,865,903	$2,793,069	+0.0%
Net Income	$148,445	$-124,936	-2.2%

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

$242,930

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMMY BLOCK	DIRECTOR	2.00	Director	$0	$0	$0
TAMARA PIESCHKE	DIRECTOR	2.00	Director	$0	$0	$0
STEVE KENNEY	CHAIR	2.00	Officer Director	$0	$0	$0
SARA UMBREIT	DIRECTOR	2.00	Director	$0	$0	$0
LUCIUS LUTHER	DIRECTOR	2.00	Director	$0	$0	$0
KATEE WUTT	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN KUNELIUS	DIRECTOR	2.00	Director	$0	$0	$0
BROOKE HEIN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ANGELA GILCHRIST	DIRECTOR	2.00	Director	$0	$0	$0
NILA GOULDIN	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA KING-JONES	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL MARTINEZ	DIRECTOR	2.00	Director	$0	$0	$0
JENNY PRINGLE	DIRECTOR	2.00	Director	$0	$0	$0
ALIYA WHITE	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINA ZEISE	EXECUTIVE DIRECTOR	40.00	Officer	$132,077	$11,281	$143,358
AL WILLIG	FINANCE DIRECTOR	40.00	Officer	$85,779	$13,793	$99,572

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	No data	No data	No data	No data
2024	$3,014,348	$2,865,903	$1,534,666	$148,445
2023	$2,668,133	$2,793,069	$1,496,661	$-124,936
2022	$2,115,221	$2,067,486	$939,190	$47,735
2021	$1,751,084	$1,550,946	$893,563	$200,138
2020	$1,334,497	$1,329,801	$663,834	$4,696
2019	$1,194,553	$1,219,615	$645,842	$-25,062

AMPERSAND FAMILIES