COMMUNITY & FAMILY RESOURCES (EIN 420938934) - 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

1968

Legal Domicile

Principal Officer

PAM BARKLEY

Phone

5155767261

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY & FAMILY RESOURCES, founded in 1968, is a mid-sized nonprofit in the Mental Health sector that reported $18.7M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.2M, a strong 17% operating margin.

Mission

COMMUNITY & FAMILY RESOURCES IS A PRO-ACTIVE ORGANIZATION DEDICATED TO ASSISTING INDIVIDUALS, FAMILIES AND COMMUNITIES ACHIEVE HEALTHY BEHAVIOR AND LIFESTYLE THROUGH ADVOCACY, PREVENTION AND TREATMENT OF SUBSTANCE ABUSE AND PROBLEM GAMBLING.

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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 $7,889,208

Program Service Revenue $10,729,025

Investment Income $60,504

Other Revenue $0

TOTAL REVENUE $18,678,737

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,775,649

Fundraising Expenses $0

Program Expenses $12,609,154

Other Expenses $4,693,859

TOTAL EXPENSES $15,469,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,678,737	$16,173,675	+0.2%
Expenses	$15,469,508	$15,351,341	+0.0%
Net Income	$3,209,229	$822,334	+2.9%

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

N/A

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

$303,467

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSS NUSSER	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHARLENE AUSTIN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DEAN KLUSS	SECRETARY	2.00	Officer Director	$0	$0	$0
KIM JONES	TREASURER	2.00	Director	$0	$0	$0
SCOTT BECKER	ASSOCIATE VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BOB THODE	MEMBER	2.00	Officer Director	$0	$0	$0
JACK SEWARD JR	MEMBER	2.00	Director	$0	$0	$0
JERRY KLOBERDANZ	MEMBER	2.00	Director	$0	$0	$0
CARL BERGSTROM	MEMBER	2.00	Director	$0	$0	$0
JEFF IVES	MEMBER	2.00	Officer Director	$0	$0	$0
NATASHA TERRONES	MEMBER	2.00	Director	$0	$0	$0
LATIFAH FAISAL	MEMBER	2.00	Director	$0	$0	$0
BRUCE REIMERS	MEMBER	2.00	Director	$0	$0	$0
SHANE MADSEN	MEMBER	2.00	Director	$0	$0	$0
BILL LUSHER	MEMBER	2.00	Director	$0	$0	$0
STEVE KUHL	MEMBER	2.00	Director	$0	$0	$0
JUNE STACKHOUSE	MEMBER	2.00	Director	$0	$0	$0
MICHELLE DE LA RIVA	EXECUTIVE DIRECTOR	40.00	Officer	$141,867	$7,629	$149,496
PAM BARKLEY	CONTROLLER	40.00	Officer	$90,787	$0	$90,787
SALLY CARNES	OPERATION DIRECTOR	40.00	Officer	$63,184	$0	$63,184

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	$18,678,737	$15,469,508	$32,080,537	$3,209,229
2023	$16,173,675	$15,351,341	$28,815,505	$822,334
2022	$7,504,312	$7,005,582	$16,657,539	$498,730
2021	$8,342,623	$6,585,500	$16,249,263	$1,757,123
2020	$7,776,086	$6,257,004	$15,357,678	$1,519,082
2019	$5,675,189	$5,215,525	$13,913,396	$459,664

COMMUNITY & FAMILY RESOURCES