EMPLOYEE & FAMILY RESOURCES INC

EIN: 420923932 501(c)(3)

DES MOINES, IA

Total Revenue
$6,084,825
Total Expenses
$5,819,829
Total Assets
$6,370,302
Net Assets
$3,624,763
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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
IA
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

EMPLOYEE & FAMILY RESOURCES, INC. (EFR) PROVIDES SUPPORT TO INDIVIDUALS AND FAMILIES WHO ARE STRUGGLING WITH A MULTITUDE OF LIFE ISSUES, INCLUDING EMOTIONAL, MENTAL HEALTH, AND SUBSTANCE ABUSE CONCERNS. EFR REACHES THOSE IN NEED THROUGH RELATIONSHIPS WITH EMPLOYERS, SCHOOLS, OTHER COMMUNITY-BASED ORGANIZATIONS, AND PUBLIC CORRECTIONS SYSTEMS. EFR PROVIDES SUPPORT VIA ASSESSMENT AND REFERRAL, BRIEF COUNSELING, CASE MANAGEMENT, AND TRAINING/EDUCATION.

Program Service Accomplishments

Program 1
Expenses: $3,687,313 Revenue: $4,405,456

COUNSELING AND WORKPLACE SERVICES - EFR, INC. PROVIDES EMPLOYEE ASSISTANCE SERVICES NATIONWIDE - BRIEF COUNSELING FOR EMPLOYEES AND FAMILIES, AND SUPPORT TO BUSINESSES INCLUDING MANAGEMENT...

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COUNSELING AND WORKPLACE SERVICES - EFR, INC. PROVIDES EMPLOYEE ASSISTANCE SERVICES NATIONWIDE - BRIEF COUNSELING FOR EMPLOYEES AND FAMILIES, AND SUPPORT TO BUSINESSES INCLUDING MANAGEMENT CONSULTATION, TRAINING, DEVELOPMENT, COACHING, WELLNESS, AND WORKPLACE MEDIATION SERVICES - AS WELL AS STUDENT ASSISTANCE SERVICES AND OUTPATIENT MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT SERVICES. 7,865 STUDENTS AND FAMILY MEMBERS WERE SERVED BY THE STUDENT ASSISTANCE PROGRAM THROUGH ASSESSMENT, REFERRAL AND BRIEF COUNSELING SESSIONS AND STUDENT GROUPS. 19,613 INDIVIDUALS FROM MORE THAN 400 COMPANIES ACROSS THE NATION RECEIVED SUPPORT THROUGH EFR'S EMPLOYEE ASSISTANCE PROGRAM. 282 INDIVIDUALS RECEIVED COUNSELING TO HELP ADDRESS MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES.

Program 2
Expenses: $873,451 Revenue: $0

PREVENTION SERVICES - EFR, INC. PROVIDES SUBSTANCE ABUSE AND PROBLEM GAMBLING PREVENTION SERVICES. 25,089 CENTRAL IOWANS (YOUTH AND ADULTS) WERE SERVED BY EFR'S SUBSTANCE ABUSE AND PROBLEM GAMBLING...

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PREVENTION SERVICES - EFR, INC. PROVIDES SUBSTANCE ABUSE AND PROBLEM GAMBLING PREVENTION SERVICES. 25,089 CENTRAL IOWANS (YOUTH AND ADULTS) WERE SERVED BY EFR'S SUBSTANCE ABUSE AND PROBLEM GAMBLING PREVENTION SPECIALISTS.

Program 3
Expenses: $330,521 Revenue: $57,529

SUBSTANCE ABUSE ASSESSMENT SERVICES - EFR, INC. PROVIDES SUBSTANCE ABUSE ASSESSMENTS, REFERRALS, AND CARE COORDINATION SERVICES FOR CLIENTS REFERRED BY THE COURTS, CORRECTIONS, PUBLIC AND PRIVATE...

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SUBSTANCE ABUSE ASSESSMENT SERVICES - EFR, INC. PROVIDES SUBSTANCE ABUSE ASSESSMENTS, REFERRALS, AND CARE COORDINATION SERVICES FOR CLIENTS REFERRED BY THE COURTS, CORRECTIONS, PUBLIC AND PRIVATE ATTORNEYS, AND SELF-REFERRED INDIVIDUALS AS A NON-CONFLICTED POINT OF ENTRY TO SUBSTANCE ABUSE TREATMENT SERVICES. 2,116 CENTRAL IOWANS RECEIVED SUBSTANCE ABUSE ASSESSMENT AND REFERRAL SERVICES, PROVIDING AN OPPORTUNITY FOR RECOVERY TO PEOPLE STRUGGLING WITH SUBSTANCE ABUSE AND OTHER RELATED CHALLENGES.

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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%)

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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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Governance

Voting Members
12
Independent Members
12
Employees
81
Volunteers
15

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
8
$367,411
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
1
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
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