FAMILY VALUES RESOURCE INSTITUE INC (EIN 721415039) - 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

1998

Legal Domicile

Phone

2253599001

Tax Period

2024-01-01 to 2024-12-31

FAMILY VALUES RESOURCE INSTITUE INC, founded in 1998, is a micro nonprofit in the Education sector that reported $37K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $36K left a modest 4% surplus.

Mission

FAMILY VALUES RESOURCE INSTITUTE EXISTS TO MEET THE VARIOUS NEEDS OF UNDERSERVED COMMUNITIES.

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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 $32,586

Program Service Revenue $0

Investment Income $3,475

Other Revenue $898

TOTAL REVENUE $36,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $35,548

TOTAL EXPENSES $35,548

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,959	$39,051	-0.1%
Expenses	$35,548	$81,775	-0.6%
Net Income	$1,411	$-42,724	-1.0%

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
GERARLD PORCH	Trustee	2.00	Director	$0	$0	$0
JOHN L DAVIS	Trustee	2.00	Director	$0	$0	$0
DEBRA ROSS	Secretary	2.00	Director	$0	$0	$0
BARBARA J THOMAS	Executive Dir.	40.00	Director	$0	$0	$0
MICHAEL E LAVESPERE	President	2.00	Director	$0	$0	$0
JUDY LYNN ANDERSON	Trustee	2.00	Director	$0	$0	$0
CHARLES R THOMAS II	CFO	4.00	Officer	$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	$36,959	$35,548	$447,590	$1,411
2023	No data	No data	No data	No data
2022	$168,608	$120,903	$351,044	$47,705
2021	$136,933	$270,201	$313,475	$-133,268
2020	$392,945	$616,850	$378,265	$-223,905
2019	$460,601	$462,209	$429,188	$-1,608

FAMILY VALUES RESOURCE INSTITUE INC