THE FAMILY TRUST (EIN 232947828) - 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

1998

Legal Domicile

Principal Officer

AMY DOLAN STRANO

Phone

4129955000

Tax Period

2024-07-01 to 2025-06-30

THE FAMILY TRUST, founded in 1998, is a community nonprofit in the Health Care sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $915K, a strong 21% operating margin.

Mission

TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS.

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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 $208,325

Program Service Revenue $4,035,622

Investment Income $0

Other Revenue $14,657

TOTAL REVENUE $4,258,604

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,432,613

Fundraising Expenses $24,058

Program Expenses $2,885,459

Other Expenses $910,866

TOTAL EXPENSES $3,343,479

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,258,604	$3,471,627	+0.2%
Expenses	$3,343,479	$3,013,155	+0.1%
Net Income	$915,125	$458,472	+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

N/A

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

$1,860,595

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY HANTZ ESQ	CHAIR	1.00	Officer Director	$0	$0	$0
MIKE DUDKOWSKI	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
JAMES CALHOUN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KIMBERLY JACKSON	IMMEDLIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
BETH FULENA	TRUSTEE	1.00	Director	$0	$0	$0
DAVID GRAF	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH HUGHES ESQ	TRUSTEE	1.00	Director	$0	$0	$0
GENEVIEVE DUPONT ESQ	TRUSTEE	1.00	Director	$0	$0	$0
GREG FAJT CPA ESQ	TRUSTEE	1.00	Director	$0	$0	$0
HOLLY HOFF	TRUSTEE	1.00	Director	$0	$0	$0
JACKLYN STOUGHTON ESQ	TRUSTEE	1.00	Director	$0	$0	$0
JAMES WOLL	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH LANTZ CFA CAIA	TRUSTEE	1.00	Director	$0	$0	$0
KELLY LOVATO	TRUSTEE	1.00	Director	$0	$0	$0
LEE D MOFFATT	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE MALLOY	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL T SHERRY	TRUSTEE	1.00	Director	$0	$0	$0
NATALIE TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
SHIMA RASAPOUR	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN B SPOLAR ESQ	TRUSTEE	1.00	Director	$0	$0	$0
AMY DOLAN STRANO ESQ	SR VP AND PRES ACHIEVA FT	36.50	Officer	$246,225	$42,170	$288,395
AMY GILLIGAN	SR VP ACHIEVA RES, DIR FIN OPS	1.00	Officer	$0	$3,670	$61,709
COURT HOWER	PRES ACHIEVA SUP, VP ACHIEVA	1.00	Officer	$0	$20,261	$175,136
CYNTHIA SHORT CPA	TREASURER THROUGH FEB 25	1.00	Officer	$0	$23,673	$181,317
GARY HORNER	EX VP & CFO THROUGH MAR 24	1.00	Officer	$0	$7,715	$90,604
LATOYA WARREN	EX VP & CFO, PRES ACHIEVA RES	1.00	Officer	$0	$18,824	$210,970
LUCIANA RANDALL	PRES AUTISM CONNECTION OF PA	1.00	Officer	$0	$19,218	$139,928
MARY HARTLEY	PRES AGP	1.00	Officer	$0	$18,703	$142,605
NANCY MURRAY	SR VP AND PRES AGP THROUGH FEB 24	1.00	Officer	$0	$5,607	$49,920
SHAYNE ROOS	EX VP AND PRES ACHIEVA SUP THROUGH JUN 24	1.00	Officer	$0	$24,768	$152,451
STEPHEN SUROVIEC	PRESIDENT AND CEO	1.00	Officer	$0	$34,060	$367,560
JACQUELYN CONNELL	VICE PRESIDENT FAMILY TRUST	37.50	Highest	$113,684	$15,506	$129,190

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	$4,258,604	$3,343,479	$332,233,196	$915,125
2024	No data	No data	No data	No data
2023	$3,184,406	$2,892,687	$205,393,116	$291,719
2022	$3,226,626	$2,985,259	$183,881,195	$241,367
2021	$2,898,375	$2,614,657	$198,450,784	$283,718
2020	$2,605,139	$2,347,740	$159,508,697	$257,399
2019	$2,337,918	$2,120,306	$136,496,924	$217,612
2018	$2,294,350	$2,097,391	$115,381,212	$196,959

THE FAMILY TRUST