PRESBYTERIAN HOMES & FAMILY SVCS (EIN 540346118) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1902

Legal Domicile

Principal Officer

STANFORD SOUTHWORTH

Phone

4343843131

Tax Period

2024-01-01 to 2024-12-31

PRESBYTERIAN HOMES & FAMILY SVCS, founded in 1902, is a community nonprofit in the Human Services sector that reported $4.8M in total revenue in fiscal year 2018. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $10.9M exceeded revenue, resulting in a 125% operating deficit.

Mission

PHFS AND THE FAMILY ALLIANCE, DOING BUSINESS AS HUMANKIND, ARE COMMITTED TO STRENGTHENING FAMILIES FOR SUCCESS AND DEVELOPING THE POTENTIAL OF CHILDREN AND ADULTS THROUGH NURTURE, HEALING AND ENCOURAGEMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,507,687

Program Service Revenue $14,386,946

Investment Income $3,715,213

Other Revenue $156,302

TOTAL REVENUE $24,766,148

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,467,091

Fundraising Expenses $977,529

Program Expenses $18,202,231

Other Expenses $13,284,343

TOTAL EXPENSES $22,751,434

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,766,148	$20,302,887	+0.2%
Expenses	$22,751,434	$21,729,946	+0.0%
Net Income	$2,014,714	$-1,427,059	-2.4%

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

187

Volunteers

396

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

$448,529

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN JACQUES	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER HUFFMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROSS FOLKENROTH	DIRECTOR	1.00	Director	$0	$0	$0
SASHA JURDAK-ROY	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
TRACY RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE STURT	DIRECTOR	1.00	Director	$0	$0	$0
RAINE SNYDOR III	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER TUGMAN	DIRECTOR	1.00	Director	$0	$0	$0
GREG WORMSER	DIRECTOR	1.00	Director	$0	$0	$0
JOE ARCHAMBEAULT	DIRECTOR	1.00	Director	$0	$0	$0
MARK MINER	TREASURER	1.00	Officer Director	$0	$0	$0
FLOYD E MILLER II	DIRECTOR	1.00	Director	$0	$0	$0
STAN SOUTHWORTH	PRESIDENT & CEO	40.00	Officer	$236,317	$9,716	$246,033
NELSON NAVA	CHIEF FINANCIAL OFFICER	40.00	Officer	$194,537	$7,959	$202,496
JAMIE CREASY	TREATMENT FOSTER CARE DIRECTOR	40.00	Highest	$160,747	$4,010	$164,757
ASHLEY GRAHAM	CHIEF OPERATIONS OFFICER	40.00	Highest	$143,500	$5,720	$149,220
DONALD GEROY SCHIMMING	IT DIRECTOR	40.00	Highest	$115,500	$0	$115,500

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	$24,766,148	$22,751,434	$43,980,687	$2,014,714
2023	$20,302,887	$21,729,946	$42,313,915	$-1,427,059
2022	$17,316,807	$18,958,339	$40,686,921	$-1,641,532
2021	$18,143,166	$14,048,567	$49,953,480	$4,094,599
2020	$11,019,660	$11,450,208	$44,827,588	$-430,548
2019	$12,208,652	$10,817,695	$43,008,397	$1,390,957
2018	$4,845,678	$10,880,034	$41,592,866	$-6,034,356

PRESBYTERIAN HOMES & FAMILY SVCS