Family Foundation of Southwest Louisiana (EIN 721472220) - 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

2000

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Family Foundation of Southwest Louisiana, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $274K in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $139K, a strong 51% operating margin.

Mission

To develop an endowment to perpetuate Family and Youth Counseling.

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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 $106,299

Program Service Revenue $0

Investment Income $16,361

Other Revenue $151,784

TOTAL REVENUE $274,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,960

Fundraising Expenses $0

Program Expenses $135,236

Other Expenses $104,276

TOTAL EXPENSES $135,236

Year-over-Year Comparison

	2023	2022	Change
Revenue	$274,444	$342,589	-0.2%
Expenses	$135,236	$89,105	+0.5%
Net Income	$139,208	$253,484	-0.5%

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
Jackie St Romain	Trustee	2.00	Director	$0	$0	$0
Kevin Melton	Trustee	2.00	Director	$0	$0	$0
Kim Strong	Trustee	2.00	Director	$0	$0	$0
Tommy Eastman	Trustee	0.00	Director	$0	$0	$0
Theresa Barnatt	Legal Counsel	0.00	Director	$0	$0	$0
Leo Reddoch	Trustee	2.00	Director	$0	$0	$0
Doug Como	Trustee	2.00	Director	$0	$0	$0
Steve Kuypers	Vice Chair	2.00	Officer Director	$0	$0	$0
Richman Reinauer	Secretary	2.00	Officer Director	$0	$0	$0
Steven Perez	Treasurer	0.00	Officer Director	$0	$0	$0
Doug Gehrig	Chair	2.00	Officer Director	$0	$0	$0
Mark Hanudel	FYCA Liasion	2.00	Officer Director	$0	$0	$0
Ben Marriner	Immediate Past Chair	2.00	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
2024	No data	No data	No data	No data
2023	$274,444	$135,236	$3,158,127	$139,208
2022	$342,589	$89,105	$3,022,241	$253,484
2021	$266,841	$84,558	$2,916,690	$182,283
2020	$277,767	$155,904	$2,786,897	$121,863
2019	$504,462	$182,353	$2,400,919	$322,109
2018	$392,553	$152,310	$1,961,272	$240,243

Family Foundation of Southwest Louisiana