The Family Institute (EIN 362682639) - 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

1969

Legal Domicile

Principal Officer

Jana Jones

Phone

8477334300

Tax Period

2023-09-01 to 2024-08-31

The Family Institute, founded in 1969, is a mid-sized nonprofit that reported $21.2M in total revenue in fiscal year 2017. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

Clinical services, education programs and research activities.

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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 $743,704

Program Service Revenue $42,171,610

Investment Income $780,019

Other Revenue $105,515

TOTAL REVENUE $43,800,848

Expense Breakdown

Grants Paid $1,273,693

Salaries & Benefits $22,463,099

Fundraising Expenses $413,407

Program Expenses $39,399,485

Other Expenses $18,666,466

TOTAL EXPENSES $42,403,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,800,848	$40,139,910	+0.1%
Expenses	$42,403,258	$38,809,572	+0.1%
Net Income	$1,397,590	$1,330,338	+0.1%

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

214

Volunteers

133

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

$1,230,285

Total Directors

$590,687

Key Employees

$1,107,079

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jana Jones	President / CEO	40.00	Officer Director	$552,511	$38,176	$590,687
Esther Franklin	Chair	1.00	Officer Director	$0	$0	$0
Kevin Gates	Vice Chair	1.00	Officer Director	$0	$0	$0
Leslie M Barker	Director	1.00	Director	$0	$0	$0
Ana R Bugan	Director	1.00	Director	$0	$0	$0
Susan Canmann	Director	1.00	Director	$0	$0	$0
Julian G Coleman Jr CPA	Director	1.00	Director	$0	$0	$0
Lauren Elrod	Director	1.00	Director	$0	$0	$0
Diana Cordova	Director	1.00	Director	$0	$0	$0
Louis Fogel	Director	1.00	Director	$0	$0	$0
Amy Gray	Director	1.00	Director	$0	$0	$0
Roxanne Hori	Director	1.00	Director	$0	$0	$0
Marco Iannotta	Director	1.00	Director	$0	$0	$0
Catherine Lamb-Heinz	Director	1.00	Director	$0	$0	$0
Marjorie Cowan Rallins	Director	1.00	Director	$0	$0	$0
Laura E Sachs	Director	1.00	Director	$0	$0	$0
Horace E Smith II MD	Director	1.00	Director	$0	$0	$0
Michael Stelmacki	Director	1.00	Director	$0	$0	$0
Kathleen Q Sullivan	Director	1.00	Director	$0	$0	$0
Pamela Szokol	Director	1.00	Director	$0	$0	$0
Antonia Warren	Director	1.00	Director	$0	$0	$0
Ethan Youderian	Director	1.00	Director	$0	$0	$0
Jill Antoniewicz	COO, Clinical Services	40.00	Officer	$337,344	$13,295	$350,639
Anthony Fiore	Chief Financial Officer	40.00	Officer	$287,816	$1,143	$288,959
Anthony Chambers	Chief Academic Officer	40.00	Key Emp	$321,884	$52,426	$374,310
Whitney Badoer	Vice President of Human Resources	40.00	Key Emp	$178,831	$12,776	$191,607
Nancy Burgoyne	Chief Clinical Officer	40.00	Key Emp	$248,142	$26,669	$274,811
Sarah Frick	Chief External Relations Officer	40.00	Key Emp	$245,975	$20,376	$266,351
Smita Gautam	Child & Adol. Psychiatrist	40.00	Highest	$267,361	$36,822	$304,183
Jay Lebow	Senior Scholar & Therapist	40.00	Highest	$251,848	$22,491	$274,339
Mudita Rastogi	Department Chair, MSMFT	40.00	Highest	$217,475	$9,215	$226,690
Donna Baptiste	Department Chair, Counseling	40.00	Highest	$206,913	$21,951	$228,864
Erika Lawrence	Director of Translational Science	40.00	Highest	$193,749	$31,990	$225,739

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	No data	No data	No data	No data
2024	$43,800,848	$42,403,258	$33,312,264	$1,397,590
2023	$40,139,910	$38,809,572	$30,969,324	$1,330,338
2022	$37,949,406	$36,504,530	$23,859,690	$1,444,876
2021	$35,971,873	$34,032,803	$24,399,945	$1,939,070
2020	$31,723,633	$30,515,118	$17,622,853	$1,208,515
2019	$25,697,985	$24,868,796	$15,501,479	$829,189
2018	$21,236,138	$21,322,461	$14,372,734	$-86,323

The Family Institute