FAMILY RESOURCES INC (EIN 237146873) - 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

1970

Legal Domicile

Principal Officer

LISA M DAVIS PH D

Phone

7275215200

Tax Period

2024-07-01 to 2025-06-30

FAMILY RESOURCES INC, founded in 1970, is a community nonprofit in the Human Services sector that reported $9.8M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $9.0M left a modest 8% surplus.

Mission

WE INSPIRE WELL-BEING & SUCCESS IN THE LIVES OF VULNERABLE CHILDREN, YOUTH & FAMILIES THROUGH RESPONSIVE QUALITY PROGRAMS AND SAFE PLACES.

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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 $9,515,747

Program Service Revenue $0

Investment Income $198,793

Other Revenue $43,261

TOTAL REVENUE $9,757,801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,849,237

Fundraising Expenses $7,422

Program Expenses $7,939,914

Other Expenses $4,162,353

TOTAL EXPENSES $9,011,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,757,801	$10,609,167	-0.1%
Expenses	$9,011,590	$8,745,399	+0.0%
Net Income	$746,211	$1,863,768	-0.6%

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

130

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

$275,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA M DAVIS PH D	PRESIDENT/CE	40.00	Officer	$248,976	$26,052	$275,028
BROCK BALL	CHAIR	1.00	Officer Director	$0	$0	$0
PAUL HOROWITZ	TREASURER	1.00	Officer Director	$0	$0	$0
CAROLYN WIGGINS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PAT GERARD	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK M WALL	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA HURT	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER GILRAY	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
2025	$9,757,801	$9,011,590	$12,615,177	$746,211
2024	No data	No data	No data	No data
2023	$10,174,571	$8,959,092	$10,461,620	$1,215,479
2022	$8,265,618	$7,851,572	$8,866,537	$414,046
2021	$9,311,527	$8,265,434	$9,034,962	$1,046,093
2020	$8,265,233	$8,340,821	$8,890,473	$-75,588
2019	$8,703,272	$8,591,965	$7,712,604	$111,307
2018	$9,179,750	$8,842,150	$7,735,222	$337,600

FAMILY RESOURCES INC