GENERATIONS FAMILY SERVICES INC (EIN 475645509) - 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

2015

Legal Domicile

Principal Officer

ANDRIZE PATRICK

Phone

8004371695

Tax Period

2024-12-01 to 2025-11-30

GENERATIONS FAMILY SERVICES INC, founded in 2015, is a small nonprofit in the Human Services sector that reported $893K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO IMPROVE AND SUSTAIN THE QUALITY AND WELLBEING OF INDIVIDUALS' LIVES WITHIN THEIR ESTABLISHED COMMUNITIES BY PROVIDING FIDUCIARY, PROFESSIONAL AND SOUND FINANCIAL MANAGEMENT PLANNING, COLLABORATIVE SOCIAL SERVICES, AND SERVING AS A GUARDIAN OR IN OTHER SIMILAR FIDUCIARY CAPACITIES.

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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 $0

Program Service Revenue $892,936

Investment Income $15

Other Revenue $0

TOTAL REVENUE $892,951

Expense Breakdown

Grants Paid $0

Salaries & Benefits $785,848

Fundraising Expenses $0

Program Expenses $719,578

Other Expenses $136,103

TOTAL EXPENSES $921,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$892,951	$709,112	+0.3%
Expenses	$921,951	$808,044	+0.1%
Net Income	$-29,000	$-98,932	-0.7%

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

N/A

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

$115,800

Total Directors

$115,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDRIZE PATRICK	EXECUTIVE DI	40.00	Officer Director	$115,800	$0	$115,800
LORI BRYANT	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAULA CRAWFORD HARRIS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KIKI HUGHES	SECRETARY	1.00	Officer Director	$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
2025	$892,951	$921,951	$389,479	$-29,000
2024	$709,112	$808,044	$375,377	$-98,932
2023	$539,829	$573,801	$437,975	$-33,972
2022	$429,820	$445,536	$479,174	$-15,716
2021	$387,497	$342,398	$606,905	$45,099
2020	$277,682	$279,060	$20,908	$-1,378

GENERATIONS FAMILY SERVICES INC