THE FAMILY FIRM INSTITUTE INC C/O … - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

DEBBIE BING

Phone

6174823045

Tax Period

2023-01-01 to 2023-12-31

THE FAMILY FIRM INSTITUTE INC C/O GREEN ASSOCIATES, founded in 1984, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION WAS FORMED TO PROMOTE THE SKILLS AND KNOWLEDGE OF THOSE PROFESSIONALS AND ACADEMICS WHO HELP FAMILY FIRMS FUNCTION MORE EFFECTIVELY.

Program Service Accomplishments

Program 1

Expenses: $226,787 Revenue: $461,449

THE ORGANIZATION ALSO DISSEMINATES PROFESSIONAL PUBLICATIONS, MEMBER DIRECTORIES, NEWSLETTERS, AND OTHER PRINTED MATERIALS RELATING TO FAMILY BUSINESSES TO THE MEMBERS.

Program 2

Expenses: $315,426 Revenue: $503,613

ANNUAL CONFERENCES ARE CONDUCTED TO STIMULATE ACADEMIC RESEARCH IN THE FIELD OF FAMILY BUSINESS AND PROVIDE EDUCATIONAL OPPORTUNITIES TO MEMBERS. THERE ARE ALSO ONLINE COURSES THAT HAVE BEEN...

ANNUAL CONFERENCES ARE CONDUCTED TO STIMULATE ACADEMIC RESEARCH IN THE FIELD OF FAMILY BUSINESS AND PROVIDE EDUCATIONAL OPPORTUNITIES TO MEMBERS. THERE ARE ALSO ONLINE COURSES THAT HAVE BEEN DEVELOPED TO EXTEND ADDITIONAL EDUCATIONAL SERVICES TO MEMBERS WORLDWIDE.

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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 $0

Program Service Revenue $1,484,087

Investment Income $14,180

Other Revenue $0

TOTAL REVENUE $1,498,267

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $542,213

Other Expenses $1,565,429

TOTAL EXPENSES $1,565,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,498,267	$1,488,795	+0.0%
Expenses	$1,565,429	$1,353,883	+0.2%
Net Income	$-67,162	$134,912	-1.5%

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

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY L GREEN	PRESIDENT	40.00	Officer Director	$0	$0	$0
DEBBIE BING	CHAIR	0.50	Officer Director	$0	$0	$0
SANDRA MCNEELY	TREASURER	0.50	Officer Director	$0	$0	$0
KENNETH MCCRACKEN	DIRECTOR	0.50	Director	$0	$0	$0
JEFF COBB	DIRECTOR	0.50	Director	$0	$0	$0
HEINZ-PETER ELSTRODT	DIRECTOR	0.50	Director	$0	$0	$0
PANIKKOS POUTZIOURIS	DIRECTOR	0.50	Director	$0	$0	$0
DAN FROSH	SECRETARY	0.50	Officer Director	$0	$0	$0
MAYA PRABHU	VICE CHAIR	0.50	Officer Director	$0	$0	$0
MICHAEL CONNOLLY	COUNSEL	0.50	Officer Director	$0	$0	$0
PATRICIA ANGUS	DIRECTOR	0.50	Director	$0	$0	$0
RICHA ARORA	DIRECTOR	0.50	Director	$0	$0	$0
SANJAY SHARMA	DIRECTOR	0.50	Director	$0	$0	$0
JEREMY CHENG	DIRECTOR	0.50	Director	$0	$0	$0
HELENA VON DER ESCH	DIRECTOR	0.50	Director	$0	$0	$0
BILA ZEIN	DIRECTOR	0.50	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
2024	No data	No data	No data	No data
2023	$1,498,267	$1,565,429	$603,223	$-67,162
2022	$1,488,795	$1,353,883	$635,276	$134,912
2021	$1,150,394	$1,240,998	$529,536	$-90,604
2020	$1,305,815	$1,216,684	$550,016	$89,131
2019	$1,465,786	$1,571,546	$533,593	$-105,760
2018	$1,554,751	$1,541,978	$577,926	$12,773

THE FAMILY FIRM INSTITUTE INC C/O GREEN ASSOCIATES