FAMILIES FIRST ENDOWMENT TRUST (EIN 581466244) - 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

1981

Legal Domicile

Principal Officer

PAULA MOODY

Phone

4048532800

Tax Period

2024-07-01 to 2025-06-30

FAMILIES FIRST ENDOWMENT TRUST, founded in 1981, is a small nonprofit that reported $303K in total revenue in fiscal year 2024. Revenue surged 139% from the prior year, signaling strong growth momentum. Expenses of $400K exceeded revenue, resulting in a 32% operating deficit.

Mission

FAMILIES FIRST ENDOWMENT TRUST IS A SUPPORTING ORGANIZATION TO FAMILIES FIRST, INC. THE TRUST WAS CREATED TO ACQUIRE, HOLD, AND ADMINISTER DESIGNATED FUNDS ON BEHALF OF FAMILIES FIRST, INC. THE INCOME FROM THE TRUST'S INVESTMENTS ARE TO BE USED TO SUPPORT THE SERVICES AND PROGRAMS OF FAMILIES FIRST, INC.

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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 $0

Investment Income $303,326

Other Revenue $0

TOTAL REVENUE $303,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $400,097

Other Expenses $400,097

TOTAL EXPENSES $400,097

Year-over-Year Comparison

	2024	2023	Change
Revenue	$303,326	$126,948	+1.4%
Expenses	$400,097	$368,443	+0.1%
Net Income	$-96,771	$-241,495	-0.6%

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

N/A

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

$478,932

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS ALDRIDGE	CHAIR	1.00	Officer Director	$0	$0	$0
PEGGY TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
SHERRY BOULAY	TRUSTEE	1.00	Director	$0	$0	$0
DON DEMBA	TRUSTEE	1.00	Director	$0	$0	$0
JOE FAXIO	TRUSTEE	1.00	Director	$0	$0	$0
RYAN BADGER	TRUSTEE	1.00	Director	$0	$0	$0
PAULA MOODY	CEO	1.00	Officer	$0	$14,573	$193,296
SCHWANNA C LAKINE	CFO	1.00	Officer	$0	$6,992	$161,825
CATHERINE FOSTER	CDO	1.00	Officer	$0	$7,988	$123,811

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	$303,326	$400,097	$8,132,803	$-96,771
2024	No data	No data	No data	No data
2023	$151,855	$378,910	$7,011,481	$-227,055
2022	$224,678	$340,254	$6,716,597	$-115,576
2021	$129,224	$329,525	$7,761,873	$-200,301
2020	$606,967	$337,620	$6,402,571	$269,347
2019	$416,494	$333,581	$6,347,162	$82,913
2018	$383,360	$671,691	$6,303,257	$-288,331

FAMILIES FIRST ENDOWMENT TRUST