EMPLOYEE & FAMILY RESOURCES INC (EIN 420923932) - 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

TAMMY HOYMAN

Phone

5152446090

Tax Period

2024-07-01 to 2025-06-30

EMPLOYEE & FAMILY RESOURCES INC, founded in 1964, is a community nonprofit that reported $6.1M in total revenue in fiscal year 2024. Expenses of $5.8M left a modest 4% surplus.

Mission

DEDICATED TO HELPING PEOPLE MANAGE LIFE'S CHALLENGES SO THEY CAN REACH THEIR POTENTIAL.

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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 $1,385,930

Program Service Revenue $4,462,985

Investment Income $244,913

Other Revenue $-9,003

TOTAL REVENUE $6,084,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,010,655

Fundraising Expenses $18,343

Program Expenses $4,891,285

Other Expenses $1,809,174

TOTAL EXPENSES $5,819,829

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,084,825	$5,866,726	+0.0%
Expenses	$5,819,829	$5,930,693	0.0%
Net Income	$264,996	$-63,967	-5.1%

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

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

$367,411

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT AHMANN	PRESIDENT (END 12/2024)	1.00	Officer Director	$0	$0	$0
CORY BAUER	VP OF GOVERNANCE/PRESIDENT	1.00	Officer Director	$0	$0	$0
TROY THOMPSON	VP OF FINANCE	1.00	Officer Director	$0	$0	$0
MATT VOGL	DIRECTOR/VP OF FINANCE	1.00	Officer Director	$0	$0	$0
ALEX HANNA	DIRECTOR/VP OF GOVERNANCE	1.00	Officer Director	$0	$0	$0
DON FIFER	VP OF AUDIT (END 12/2024)	1.00	Officer Director	$0	$0	$0
MEGAN EBERTH	DIRECTOR	1.00	Director	$0	$0	$0
JIM WICHMAN	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN BUNT	DIRECTOR (BEG 5/2025)	1.00	Director	$0	$0	$0
TRISH STUDEBAKER	DIRECTOR	1.00	Director	$0	$0	$0
TIM FITZGIBBON	DIRECTOR	1.00	Director	$0	$0	$0
ERIN HOXMEIER	DIRECTOR	1.00	Director	$0	$0	$0
JOSH LENZ	DIRECTOR	1.00	Director	$0	$0	$0
KIMBER FOSHE	DIRECTOR	1.00	Director	$0	$0	$0
LAINIE COONEY	DIRECTOR (END 12/2024)	1.00	Director	$0	$0	$0
ELIZABETH ZALATEL	DIRECTOR (END 5/2025)	1.00	Director	$0	$0	$0
TAMMY HOYMAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$158,684	$44,019	$202,703
JULIE SPENCER	CHIEF FINANCIAL OFFICER	40.00	Officer	$128,564	$36,144	$164,708
LOUISE CRALL	HUMAN RESOURCES & COMMUNITY	40.00	Highest	$107,245	$19,302	$126,547

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	$6,084,825	$5,819,829	$6,370,302	$264,996
2024	$5,866,726	$5,930,693	$5,571,153	$-63,967
2023	$5,910,071	$5,994,002	$5,367,403	$-83,931
2022	$5,349,255	$5,002,295	$4,290,436	$346,960
2021	$5,380,874	$4,831,660	$4,323,179	$549,214
2020	$5,026,629	$4,999,937	$3,404,600	$26,692
2019	$5,005,106	$5,122,997	$3,412,894	$-117,891
2018	$4,895,810	$4,825,803	$3,244,099	$70,007

EMPLOYEE & FAMILY RESOURCES INC