ENDOWMENT FUND FOR FAMILY PLANNING IN SOUTH TEXAS (EIN 742160716) - 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

1980

Legal Domicile

Principal Officer

ROBIN KENNEDY

Phone

3619947840

Tax Period

2025-01-01 to 2025-12-31

ENDOWMENT FUND FOR FAMILY PLANNING IN SOUTH TEXAS, founded in 1980, is a micro nonprofit that reported $67K in total revenue in fiscal year 2025. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $19K, a strong 28% operating margin.

Mission

PROVIDING SUPPORT FOR FAMILY PLANNING

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $67,261

Other Revenue $0

TOTAL REVENUE $67,261

Expense Breakdown

Grants Paid $47,621

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,621

Other Expenses $750

TOTAL EXPENSES $48,371

Year-over-Year Comparison

	2025	2024	Change
Revenue	$67,261	$84,059	-0.2%
Expenses	$48,371	$43,698	+0.1%
Net Income	$18,890	$40,361	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN KENNEDY	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
CARROLL MATTHEWS	PRESIDENT	1.00	Officer Director	$0	$0	$0
HALEY BENNETT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANTHONY SHAMOUN	BOARD MEMBER	1.00	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
2025	$67,261	$48,371	$1,033,423	$18,890
2024	$84,059	$43,698	$1,014,533	$40,361
2023	$69,997	$45,303	$974,172	$24,694
2022	$-20,471	$49,561	$949,478	$-70,032
2021	$171,622	$41,840	$1,019,510	$129,782
2020	$30,972	$40,759	$889,728	$-9,787
2019	$62,393	$40,573	$899,515	$21,820
2018	$43,939	$38,609	$877,695	$5,330

ENDOWMENT FUND FOR FAMILY PLANNING IN SOUTH TEXAS