FRIENDS AND FAMILY INC (EIN 383020545) - 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

1991

Legal Domicile

Principal Officer

AIMEE DAVIS

Phone

5867815040

Tax Period

2023-10-01 to 2024-09-30

FRIENDS AND FAMILY INC, founded in 1991, is a community nonprofit in the Human Services sector that reported $7.8M in total revenue in fiscal year 2023. Expenses of $7.5M left a modest 4% surplus.

Mission

TO PROVIDE RESIDENTIAL CARE TO DEVELOPMENTALLY DISABLED INDIVIDUALS.

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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 $6,675,970

Program Service Revenue $1,075,365

Investment Income $15,811

Other Revenue $27,064

TOTAL REVENUE $7,794,210

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,094,033

Fundraising Expenses $4,681

Program Expenses $6,845,836

Other Expenses $1,409,992

TOTAL EXPENSES $7,504,025

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,794,210	$8,041,379	0.0%
Expenses	$7,504,025	$7,187,888	+0.0%
Net Income	$290,185	$853,491	-0.7%

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

128

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

$213,688

Total Directors

$213,688

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BUDDY SMITH	TRUSTEE	0.25	Director	$0	$0	$0
AIMEE DAVIS	EXECUTIVE DIRECTOR	40.00	Officer Director	$114,040	$0	$114,040
KATHY BRABANDT	TRUSTEE	0.25	Director	$0	$0	$0
BETSY BAHNLINE	TRUSTEE	0.25	Director	$0	$0	$0
GLENDA LUKE	TRUSTEE	0.25	Director	$0	$0	$0
JERRY DEBACKER	TRUSTEE	0.25	Director	$0	$0	$0
KARI FREEMAN	TRUSTEE	0.25	Director	$0	$0	$0
ANNE FARRELL	TRUSTEE	0.25	Director	$0	$0	$0
ASHLEY JUNGA	SECRETARY/ASSISTANT DIRECTOR	40.00	Officer Director	$86,715	$12,933	$99,648

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	$7,794,210	$7,504,025	$6,766,812	$290,185
2023	$8,041,379	$7,187,888	$6,418,358	$853,491
2022	$7,237,265	$7,376,008	$4,832,061	$-138,743
2021	$7,159,628	$6,376,748	$5,004,343	$782,880
2020	$6,672,105	$6,651,686	$5,191,244	$20,419
2019	$5,866,516	$6,216,283	$4,040,474	$-349,767
2018	$5,630,108	$5,941,840	$4,358,185	$-311,732

FRIENDS AND FAMILY INC