THE FAMILY & CHILDRENS SERVICES INC ENDOWMENT TRUST (EIN 477171291) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

ADAM ANDREASSEN

Phone

9185879471

Tax Period

2024-07-01 to 2025-06-30

THE FAMILY & CHILDRENS SERVICES INC ENDOWMENT TRUST, founded in 2015, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $587K, a strong 34% operating margin.

Mission

PROVIDE ENDOWMENT SUPPORT TO FAMILY & CHILDRENS SERVICES INC

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,746,310

Other Revenue $0

TOTAL REVENUE $1,746,310

Expense Breakdown

Grants Paid $1,035,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,035,000

Other Expenses $124,655

TOTAL EXPENSES $1,159,655

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,746,310	$1,443,978	+0.2%
Expenses	$1,159,655	$955,242	+0.2%
Net Income	$586,655	$488,736	+0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$961,406

Total Directors

$562,635

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLINT SWANSON	TRUSTEE	0.30	Director	$0	$0	$0
ADAM ANDREASSEN	TRUSTEE/CEO	0.30	Officer Director	$0	$38,897	$562,635
JONO HELMERICH	CO-TRUSTEE	0.30	Director	$0	$0	$0
CHRIS MURPHY	CO-TRUSTEE	0.30	Director	$0	$0	$0
JAN DIETRICH	CFO	0.30	Officer	$0	$24,826	$398,771

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	$1,746,310	$1,159,655	$48,829,232	$586,655
2024	No data	No data	No data	No data
2023	$802,308	$1,434,039	$40,348,465	$-631,731
2022	$1,054,331	$71,557	$25,028,263	$982,774
2021	$2,114,551	$593,464	$22,369,666	$1,521,087
2020	$1,361,560	$54,286	$18,190,598	$1,307,274
2019	$667,056	$51,795	$18,080,729	$615,261
2018	$630,882	$44,541	$16,988,429	$586,341

THE FAMILY & CHILDRENS SERVICES INC ENDOWMENT TRUST