FAMILY VALUES WORK A MULTI-STATE CONSORTIUM (EIN 270321696) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

ERICA CLEMMONS DEAN

Phone

4144369536

Tax Period

2023-01-01 to 2023-12-31

FAMILY VALUES WORK A MULTI-STATE CONSORTIUM, founded in 2009, is a mid-sized nonprofit in the Human Services sector that reported $10.9M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 17% operating margin.

Mission

FAMILY VALUES AT WORK SUPPORTS RESEARCH, OUTREACH AND EDUCATION OF WORK/FAMILY BEST PRACTICES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,604,886

Program Service Revenue $15,471

Investment Income $245,947

Other Revenue $27,889

TOTAL REVENUE $10,894,193

Expense Breakdown

Grants Paid $3,458,450

Salaries & Benefits $3,794,970

Fundraising Expenses $607,227

Program Expenses $7,541,561

Other Expenses $1,746,506

TOTAL EXPENSES $8,999,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,894,193	$8,432,206	+0.3%
Expenses	$8,999,926	$8,782,285	+0.0%
Net Income	$1,894,267	$-350,079	-6.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$254,517

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIKA WASHINGTON	CHAIR	1.00	Officer Director	$0	$0	$0
ASHLEY PANELLI	TREASURER	1.00	Officer Director	$0	$0	$0
CHANDA CAUSER	DIRECTOR	1.00	Director	$0	$0	$0
CHERITA ELLENS	CO CHAIR	1.00	Officer Director	$0	$0	$0
DIVYA NAIR	SECRETARY	1.00	Officer Director	$0	$0	$0
KATRINA GONZALEZ YUEN	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE SANCLEMENTE	DIRECTOR	1.00	Director	$0	$0	$0
TAMIEKA ATKINS	DIRECTOR	1.00	Director	$0	$0	$0
NAT MOGUE	DIRECTOR	1.00	Director	$0	$0	$0
ALICIA CONTRERAS	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPHINE F KALIPENI	EXEC. DIR.	40.00	Officer	$227,867	$26,650	$254,517
LINDA GARCIA BERNARD	DIRECTOR OF FINANCE	40.00	Highest	$138,059	$18,083	$156,142
RACHEL MANNINO	DEVELOPMENT DIRECTOR	40.00	Highest	$117,483	$37,044	$154,527
SUZETTE GARDNER	DIRECTOR OF DIGITAL	40.00	Highest	$129,183	$43,187	$172,370
MARIANNE BELLESORTE	DIRECTOR OF PROGRAMS	40.00	Highest	$133,095	$36,938	$170,033
ERICA CLEMMONS DEAN	DEPUTY DIRECTOR	40.00	Highest	$136,494	$28,063	$164,557
JENNIFER MORALES	DIRECTOR OF MOVEMENT	40.00	Highest	$139,532	$38,202	$177,734

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	$10,894,193	$8,999,926	$12,936,647	$1,894,267
2022	$8,432,206	$8,782,285	$10,961,874	$-350,079
2021	$6,715,515	$6,661,796	$11,400,023	$53,719
2020	$11,114,113	$5,259,951	$11,573,630	$5,854,162
2019	$2,921,558	$4,728,693	$5,412,455	$-1,807,135
2018	$9,259,957	$4,167,800	$7,115,666	$5,092,157

FAMILY VALUES WORK A MULTI-STATE CONSORTIUM