The Branch Family Institute (EIN 571202279) - 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

Brenda Thompson

Phone

7732381100

Tax Period

2023-01-01 to 2023-12-31

The Branch Family Institute, founded in 2015, is a small nonprofit in the Human Services sector that reported $715K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

Provide Service For Underserved Populations

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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 $715,027

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $715,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $367,973

Fundraising Expenses $0

Program Expenses $0

Other Expenses $342,883

TOTAL EXPENSES $710,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$715,027	$792,273	-0.1%
Expenses	$710,856	$834,110	-0.1%
Net Income	$4,171	$-41,837	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brenda Norris	President	0.25	Director	$0	$0	$0
Peggy Neal	Treasurer	0.25	Director	$0	$0	$0
Leisha Taylor	Secretary	0.25	Director	$0	$0	$0
Albertine Guy	Director	0.25	Director	$0	$0	$0
Eddie Mae Csarter	Director	0.25	Director	$0	$0	$0
Rachel Lay	Director	0.25	Director	$0	$0	$0
Allison Jenkins	Director	0.25	Director	$0	$0	$0
Rev Paul Ford	Director	0.25	Director	$0	$0	$0
Patricia Eggleson	Director	0.25	Director	$0	$0	$0
Tonia Garnett	Director	0.25	Director	$0	$0	$0
Brenda Thompson	President/CEO	0.25	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
2023	$715,027	$710,856	$30,083	$4,171
2022	No data	No data	No data	No data
2021	$423,873	$409,736	$55,025	$14,137
2020	$32,938	$28,286	$11,731	$4,652

The Branch Family Institute