Family Tree Inc (EIN 237133742) - 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

1971

Legal Domicile

Principal Officer

Anne Van Avery

Phone

6124730800

Tax Period

2024-01-01 to 2024-12-31

Family Tree Inc, founded in 1971, is a community nonprofit in the Health Care sector that reported $4.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $4.7M exceeded revenue, resulting in a 11% operating deficit.

Mission

To cultivate a healthy community through comprehensive sexual health care and education.

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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 $2,624,653

Program Service Revenue $1,585,632

Investment Income $2,772

Other Revenue $23,330

TOTAL REVENUE $4,236,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,338,007

Fundraising Expenses $242,531

Program Expenses $3,970,315

Other Expenses $1,373,857

TOTAL EXPENSES $4,711,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,236,387	$3,833,746	+0.1%
Expenses	$4,711,864	$4,009,519	+0.2%
Net Income	$-475,477	$-175,773	+1.7%

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

$251,690

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Koa Mirai	Co-President	2.00	Officer Director	$0	$0	$0
Jaemi Hagen	Vice President	2.00	Officer Director	$0	$0	$0
Sally Nixon	Past President	2.00	Officer Director	$0	$0	$0
Michael Anderson	Treasurer	2.00	Officer Director	$0	$0	$0
Abigail Henderson	Secretary	2.00	Officer Director	$0	$0	$0
Adrienne Dorn	Director	1.00	Director	$0	$0	$0
Erin Wilkins	Co-President	2.00	Officer Director	$0	$0	$0
Paul Bock	Director	1.00	Director	$0	$0	$0
Willow Nichols	Director	1.00	Director	$0	$0	$0
Ashley Booker	Director	1.00	Director	$0	$0	$0
Colleen Cooper	Director	1.00	Director	$0	$0	$0
Ann Marie Schott	Director	1.00	Director	$0	$0	$0
Anne Van Avery	Executive Director	40.00	Officer	$134,208	$16,299	$150,507
Deborah Angelucci	Finance and HR Director	40.00	Officer	$89,331	$11,852	$101,183

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	$4,236,387	$4,711,864	$8,886,172	$-475,477
2023	$3,833,746	$4,009,519	$10,053,410	$-175,773
2022	$3,851,364	$4,272,459	$10,206,529	$-421,095
2021	$4,647,123	$3,699,690	$8,886,945	$947,433
2020	$3,652,591	$2,958,732	$4,244,122	$693,859
2019	$5,794,697	$3,097,547	$3,442,080	$2,697,150
2018	$3,058,239	$2,800,352	$1,815,087	$257,887

Family Tree Inc