PRESBYTERIAN FAMILY FOUNDATION (EIN 416044382) - 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

1964

Legal Domicile

Principal Officer

HEATHER SMITH

Phone

3202355897

Tax Period

2025-01-01 to 2025-12-31

PRESBYTERIAN FAMILY FOUNDATION, founded in 1964, is a community nonprofit in the Human Services sector that reported $6.2M in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $5.6M left a modest 9% surplus.

Mission

MISSION STATEMENT: PROTECTING, SUPPORTING AND EMPOWERING PEOPLE TO PURSUE AN AUTHENTIC LIFE OF PURPOSE AND FULFILLMENT. 412 PEOPLE SERVED. VISION STATEMENT: WE ENVISION AN INCLUSIVE COMMUNITY WHERE PEOPLE OF ALL ABILITIES CONTRIBUTE, THRIVE AND PURSUE THEIR DREAMS.

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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 $1,380

Program Service Revenue $6,118,675

Investment Income $30,473

Other Revenue $3,818

TOTAL REVENUE $6,154,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,544,156

Fundraising Expenses $2,341

Program Expenses $5,040,333

Other Expenses $1,062,932

TOTAL EXPENSES $5,607,088

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,154,346	$5,464,802	+0.1%
Expenses	$5,607,088	$4,787,008	+0.2%
Net Income	$547,258	$677,794	-0.2%

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

172

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

$189,713

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHRYN PEDERSON	TREASURER	1.00	Officer Director	$0	$0	$0
CATHERINE JOHNSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER MARCUS	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE LETCHER	DIRECTOR	1.00	Director	$0	$0	$0
PAULA ESSENDRUP	CFO	40.00	Officer	$90,996	$0	$90,996
BROOKE RUSTAD	ADMINISTRATOR	40.00	Officer	$98,717	$0	$98,717

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	$6,154,346	$5,607,088	$4,417,747	$547,258
2024	No data	No data	No data	No data
2023	$4,443,522	$4,448,050	$3,258,322	$-4,528
2022	$4,195,647	$4,406,436	$3,180,476	$-210,789
2021	$5,097,616	$4,138,548	$3,419,176	$959,068
2020	$4,334,822	$4,033,395	$3,031,960	$301,427
2019	$3,973,210	$3,825,638	$2,086,513	$147,572
2018	$3,794,131	$3,748,015	$1,914,691	$46,116

PRESBYTERIAN FAMILY FOUNDATION