WORKING FAMILIES FRIEND (EIN 651169138) - 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

2003

Legal Domicile

Principal Officer

NIKI MONTGOMERY

Phone

8168425600

Tax Period

2024-01-01 to 2024-12-31

WORKING FAMILIES FRIEND, founded in 2003, is a community nonprofit in the Employment sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $253K, a strong 22% operating margin.

Mission

THE PRIMARY PURPOSE OF THE ORGANIZATION IS THE PROVISION OF ASSSTANCE, TRAINING AND SUPPORT TO WORKING FAMILIES WHICH ARE IN NEED. SERVICES OFFERED INCLUDE EMERGENCY ASSISTANCE, COMMUNITY COUNSELING, BOARD AND LEADERSHIP TRAINING, AND RETIREMENT SERVICES.

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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 $841,962

Program Service Revenue $0

Investment Income $14,902

Other Revenue $304,257

TOTAL REVENUE $1,161,121

Expense Breakdown

Grants Paid $408,653

Salaries & Benefits $389,044

Fundraising Expenses $33,142

Program Expenses $842,083

Other Expenses $110,668

TOTAL EXPENSES $908,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,161,121	$1,019,648	+0.1%
Expenses	$908,365	$1,014,847	-0.1%
Net Income	$252,756	$4,801	+51.6%

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

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

$106,615

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NIKI MONTGOMERY	PRESIDENT	40.00	Director	$106,615	$0	$106,615
GREG CHASTAIN	DIRECTOR	2.00	Director	$0	$0	$0
CINDY CIRCO	DIRECTOR	2.00	Director	$0	$0	$0
DAVE COLEMAN	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK DUJAKOVICH	DIRECTOR	2.00	Director	$0	$0	$0
ALAN FRISBEE	SECRETARY-TR	2.00	Director	$0	$0	$0
LANCE GEORGE	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER HART	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN HENDRICKSON	DIRECTOR	2.00	Director	$0	$0	$0
ROCKY KLOTH	CHAIRMAN	2.00	Director	$0	$0	$0
TONY RENFRO	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN RYAN	DIRECTOR	2.00	Director	$0	$0	$0
RALPH STUBBS	DIRECTOR	2.00	Director	$0	$0	$0
REGINALD THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
BRIDGETTE WILLIAMS	DIRECTOR	2.00	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
2024	$1,161,121	$908,365	$1,818,376	$252,756
2023	$1,019,648	$1,014,847	$1,649,046	$4,801
2022	$1,125,294	$1,091,636	$1,599,208	$33,658
2021	$1,119,105	$1,001,964	$1,462,242	$117,141
2020	$1,011,774	$820,830	$1,345,100	$190,944
2019	$1,002,431	$839,143	$1,154,156	$163,288
2018	$934,422	$827,424	$991,707	$106,998

WORKING FAMILIES FRIEND