FAMILY GUIDANCE INSTITUTE

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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

1970

Legal Domicile

Principal Officer

JANIA ARNOLDI

Phone

7195895161

Tax Period

2022-07-01 to 2023-06-30

FAMILY GUIDANCE INSTITUTE, founded in 1970, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2022. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $998K, a strong 45% operating margin.

Mission

Family Guidance Institute owns and leases real and personal property to affiliated tax exempt organizations for better management of real and personal property and other resources.

Program Service Accomplishments

Program 1

Expenses: $1,210,055 Revenue: $1,048,644

Family Guidance Institute owns and leases real and personal property to affiliated tax exempt organizations for better management of real and personal property and other resources.

Program 2

during the fiscal year ending 6-30-2023, Southeast Behavioral Health Group's board of directors and officers expanded to include the officers and board of directors of valley-wide health system. The expansion came from enactment of a Memorandum of Understanding (MOU) between valley-wide health SYSTEMS AND SOUTHEAST MENTAL HEALTH SERVICES (SOUTHEAST).

Program 3

(continued) Southeast operated as a Community Mental Health Center and is affiliated with Southeast Behavioral Health Group, Partnership for Progress, Family Guidance Institute, and Southeast...

(continued) Southeast operated as a Community Mental Health Center and is affiliated with Southeast Behavioral Health Group, Partnership for Progress, Family Guidance Institute, and Southeast Wellness Works, LLC (collectively, the Health Group). To better serve its communities and to capitalize on available synergies the Boards of Directors of Valley-Wide Health System and the Health Group deemed it to be in the best interest of all parties for Valley-Wide Health System to enter into a transaction with Southeast and its respective affiliates. As a result of the agreement, valley-wide health system became a related entity of the Southeast Behavioral Health Group.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,028,766

Program Service Revenue $1,048,644

Investment Income $130,033

Other Revenue $173

TOTAL REVENUE $2,207,616

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,210,055

Other Expenses $1,210,055

TOTAL EXPENSES $1,210,055

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,207,616	$1,126,339	+1.0%
Expenses	$1,210,055	$1,068,592	+0.1%
Net Income	$997,561	$57,747	+16.3%

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

N/A

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

$1,125,197

Total Directors

$629,723

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANIA ARNOLDI	CEO (FROM 3/2023)	1.0	Officer	$0	$35,625	$292,543
JOSEPH CARRICA III	CEO (TO 3/2023)	1.0	Officer	$0	$43,087	$243,051
JAVIER MARTINEZ	BOARD CHAIR(FROM 3/2023)	1.0	Officer Director	$0	$22,007	$171,269
KRISTINA DANIELS	BOARD MEMBER (FROM 3/2023)	1.0	Director	$0	$6,097	$156,380
LARRY HELMS	VICE CHAIR (FROM 3/2023)	1.0	Officer Director	$0	$20,741	$150,598
DIVENA MORTIMEYER	CFO (TO 3/2023)	1.0	Officer	$0	$17,169	$137,250
MARISA ATENCIO	SECRETARY (FROM 3/2023)	1.0	Officer Director	$0	$26,660	$124,470
REGANA DAVIS	BOARD MEMBER (FROM 3/2023)	1.0	Director	$0	$394	$20,990
CAROL NOLL	PRESIDENT (TO 3/2023)	1.0	Officer Director	$0	$0	$2,016
DENNIS PEARSON	SECRETARY (TO 3/2023)	1.0	Officer Director	$0	$0	$1,500
CHRISTINE BULLOCK	TREASURER (TO 3/2023)	1.0	Officer Director	$0	$0	$1,250
TREVOR LACOST	VICE PRESIDENT (TO 3/2023)	1.0	Officer Director	$0	$0	$1,250

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,207,616	$1,210,055	$9,041,052	$997,561
2022	$1,126,339	$1,068,592	$8,834,737	$57,747
2021	$1,556,664	$1,169,145	$8,642,084	$387,519
2020	$1,120,072	$1,211,687	$8,602,950	$-91,615
2019	$1,124,000	$1,250,574	$8,939,067	$-126,574