Family Promise of San Gabriel Valley (EIN 270315194) - 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

2009

Legal Domicile

Principal Officer

Jane Hufnagel

Phone

6265690991

Tax Period

2025-01-01 to 2025-12-31

Family Promise of San Gabriel Valley, founded in 2009, is a small nonprofit in the Human Services sector that reported $656K in total revenue in fiscal year 2025. Revenue surged 81% from the prior year, signaling strong growth momentum.

Mission

To help families challenged with homelessness and low income achieve sustainable independence through a community-based approach.

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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 (2025)

Revenue Breakdown

Contributions & Grants $656,173

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $656,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $190,416

Fundraising Expenses $10,385

Program Expenses $609,174

Other Expenses $480,785

TOTAL EXPENSES $671,201

Year-over-Year Comparison

	2025	2024	Change
Revenue	$656,173	$362,056	+0.8%
Expenses	$671,201	$423,267	+0.6%
Net Income	$-15,028	$-61,211	-0.8%

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

$85,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lanita Tademy	Executive Dir.	40.00	Officer	$85,000	$0	$85,000
Julie Sorensen	President	5.00	Officer Director	$0	$0	$0
Jane Hufnagel	Treasurer	15.00	Officer Director	$0	$0	$0
Steven Estrada	Secretary	1.00	Officer Director	$0	$0	$0
Jacob Pierce	Director	1.00	Director	$0	$0	$0
Zashary Zaroyan thru 122025	Director	1.00	Director	$0	$0	$0
Jonathan Bryson	Director	1.00	Director	$0	$0	$0
Rex Hamano	Director	1.00	Director	$0	$0	$0
Michelle Freridge	Director	2.00	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	$656,173	$671,201	$211,554	$-15,028
2024	$362,056	$423,267	$167,919	$-61,211
2021	$319,698	$230,242	$358,213	$89,456
2020	$337,363	$228,642	$295,783	$108,721
2019	$277,830	$218,453	$149,109	$59,377
2018	$250,202	$193,897	$87,206	$56,305

Family Promise of San Gabriel Valley