Triangle Family Services Inc (EIN 560547491) - 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

Legal Domicile

Principal Officer

LISA LOWE-HALL

Tax Period

2023-07-01 to 2024-06-30

Triangle Family Services Inc is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $3.9M exceeded revenue, resulting in a 24% operating deficit.

Mission

Building a stronger community by strenghtening the family since 1937

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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 $2,769,342

Program Service Revenue $403,184

Investment Income $7,848

Other Revenue $0

TOTAL REVENUE $3,180,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,624,514

Fundraising Expenses $135,087

Program Expenses $2,857,063

Other Expenses $1,304,757

TOTAL EXPENSES $3,946,282

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,180,374	$3,879,516	-0.2%
Expenses	$3,946,282	$4,498,691	-0.1%
Net Income	$-765,908	$-619,175	+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

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

$168,065

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA LOWE-HALL	CEO	40.00	Officer	$168,065	$0	$168,065
RUSS JONES	Chair	1.000	Officer Director	$0	$0	$0
NIDAL ALAWAR	Director	1.000	Director	$0	$0	$0
KIMBERLY BARTMAN	Vice Chair	1.000	Officer Director	$0	$0	$0
ANGELA BOYKIN	Director	1.000	Director	$0	$0	$0
JAMAL JONES	Director	1.000	Director	$0	$0	$0
JON JORDAN	Director	1.000	Director	$0	$0	$0
FRANK LEMANSKI	Director	1.000	Director	$0	$0	$0
ANTONIA PEDROZA	Director	1.000	Director	$0	$0	$0
MICHAEL SANDMAN	Secretary	1.000	Officer Director	$0	$0	$0
ERIN SMITH	Director	1.000	Director	$0	$0	$0
BILL SPRUILL	Director	1.000	Director	$0	$0	$0
JULIA STOY	Director	1.000	Director	$0	$0	$0
WILLY STEWART	Director	1.000	Director	$0	$0	$0
CAROLINE SULLIVAN	Director	1.000	Director	$0	$0	$0
ROD WEBB	Director	1.000	Director	$0	$0	$0
EMILY ZIEGLER	Director	1.000	Director	$0	$0	$0
KIMBERLY CLARK	Treasurer	1.000	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	No data	No data	No data	No data
2024	$3,180,374	$3,946,282	$1,998,087	$-765,908
2023	$3,879,516	$4,498,691	$2,853,095	$-619,175
2022	$5,798,332	$5,251,330	$3,446,914	$547,002
2021	$6,109,748	$5,034,229	$3,245,025	$1,075,519
2020	$3,816,642	$3,680,357	$2,431,747	$136,285
2019	$3,208,502	$3,314,678	$1,932,361	$-106,176
2018	$3,582,952	$2,928,098	$1,968,069	$654,854

Triangle Family Services Inc