MIDTOWN FAMILY SERVICES (EIN 465507578) - 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

2014

Legal Domicile

Principal Officer

Stuart Richardson

Phone

4086425852

Tax Period

2023-01-01 to 2023-12-31

MIDTOWN FAMILY SERVICES, founded in 2014, is a community nonprofit in the Religion sector that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.1M left a modest 8% surplus.

Mission

The mission of Midtown Family Services is to provide individual and family guidance leading to self-sufficiency in housing and inter-dependent domains to low-income individuals/families in the high-poverty West San Jose neighborhoods of Burbank, Anderson Village, Cadilac Winchester, the neighborhoods between them, and the neighborhoods beyond

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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 $1,250,020

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,250,020

Expense Breakdown

Grants Paid $0

Salaries & Benefits $389,633

Fundraising Expenses $8,221

Program Expenses $1,115,561

Other Expenses $758,638

TOTAL EXPENSES $1,148,271

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,250,020	$1,217,872	+0.0%
Expenses	$1,148,271	$1,090,690	+0.1%
Net Income	$101,749	$127,182	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Theodore D Geiszler	President	2	Officer Director	$0	$0	$0
Doreen Geiszler	Treasurer	0.5	Officer Director	$0	$0	$0
Jerry Amaro	Board Member	0.5	Director	$0	$0	$0
Christine Robison	Secretary	0.5	Officer	$0	$0	$0

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	No data	No data	No data	No data
2023	$1,250,020	$1,148,271	$724,117	$101,749
2022	$1,217,872	$1,191,867	$230,878	$26,005
2021	$1,417,866	$1,362,475	$236,989	$55,391
2020	$889,827	$902,334	$192,287	$-12,507
2019	$29	$97,456	$766,968	$-97,427
2018	$235,814	$227,043	$73,897	$8,771
2017	$135,833	$246,872	$66,610	$-111,039

MIDTOWN FAMILY SERVICES