TEACHING FAMILY HOMES UPPER MICHIG… - 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

1981

Legal Domicile

Principal Officer

DANA KOZIARA PLUTCHAK

Phone

9062495437

Tax Period

2024-10-01 to 2025-09-30

TEACHING FAMILY HOMES UPPER MICHIGAN INC, founded in 1981, is a community nonprofit in the Human Services sector that reported $4.9M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $819K, a strong 17% operating margin.

Mission

TO PROVIDE 24 HOURS A DAY, 7 DAYS A WEEK FAMILY STYLE TREATMENT PROGRAMS FOR YOUTH IN NEED OF SPECIALIZED TREATMENT AND CASE SERVICES. THE ORGANIZATION ALSO PROVIDES FAMILY CRISIS AND REUNIFICATION SERVICES.

Program Service Accomplishments

Program 1

Expenses: $2,963,196 Revenue: $4,333,965

INSTITUTIONAL GROUP HOME CARE 4,042 DAYS OF CARE PROVIDED FOR THIS FISCAL YEAR

Program 2

Expenses: $563,172 Revenue: $475,964

FAMILIES FIRST/FAMILY REUNIFICATION 8,931 DAYS OF CARE PROVIDED IN FISCAL YEAR

Program 3

Expenses: $164,849 Revenue: $18,118

JJDRA - JUVENILE JUSTIVE DIVERSION REINTEGRATION ALTERNATIVE AND OTHER CONTRACTED SERVICES 184 DAYS OF CARE PROVIDED FOR THIS FISCAL YEAR

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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 $59,185

Program Service Revenue $4,828,047

Investment Income $9,210

Other Revenue $11,703

TOTAL REVENUE $4,908,145

Expense Breakdown

Grants Paid $148,523

Salaries & Benefits $3,177,923

Fundraising Expenses $0

Program Expenses $3,691,217

Other Expenses $763,053

TOTAL EXPENSES $4,089,499

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,908,145	$3,885,137	+0.3%
Expenses	$4,089,499	$4,010,967	+0.0%
Net Income	$818,646	$-125,830	-7.5%

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

Employees

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

$85,298

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID MCCARTNEY	CHAIR	1.00	Officer Director	$0	$0	$0
JAMES BOROWSKI	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LEIGH BETH FREBERG	TREASURER	1.00	Officer Director	$0	$0	$0
BOB HANSON	MEMBER	1.00	Director	$0	$0	$0
MELISSA COPENHAVER	MEMBER	1.00	Director	$0	$0	$0
RYAN REDMOND	MEMBER	1.00	Director	$0	$0	$0
JAMES WHALEN	FORMER EXECU	40.00		$109,392	$4,362	$113,754
DANA KOZIARA PLUTCHAK	EXECUTIVE DI	40.00	Officer	$77,585	$7,713	$85,298

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	$4,908,145	$4,089,499	$3,609,528	$818,646
2024	$3,885,137	$4,010,967	$2,882,256	$-125,830
2023	$4,132,421	$3,386,452	$3,000,271	$745,969
2022	$3,714,411	$3,255,233	$2,664,709	$459,178
2021	$3,229,035	$3,199,657	$2,801,659	$29,378
2020	$3,721,594	$4,369,213	$2,986,982	$-647,619
2019	$4,550,382	$4,745,094	$3,099,149	$-194,712
2018	$4,437,269	$4,250,186	$3,344,410	$187,083

TEACHING FAMILY HOMES UPPER MICHIGAN INC