FAMILIES ESPECIAL INC (EIN 742965150) - 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

1999

Legal Domicile

Principal Officer

ANDREA SAXON

Phone

8308162266

Tax Period

2023-09-01 to 2024-08-31

FAMILIES ESPECIAL INC, founded in 1999, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

Treatment Foster Care and Adoption

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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 $16,346

Program Service Revenue $1,876,320

Investment Income $80

Other Revenue $10,307

TOTAL REVENUE $1,903,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $634,765

Fundraising Expenses $0

Program Expenses $1,629,578

Other Expenses $1,255,264

TOTAL EXPENSES $1,890,029

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,903,053	$1,612,187	+0.2%
Expenses	$1,890,029	$1,625,754	+0.2%
Net Income	$13,024	$-13,567	-2.0%

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

$98,997

Total Directors

$25,000

Key Employees

$73,997

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Linda Rose	Director	1.00	Officer Director	$25,000	$0	$25,000
Andrea Saxon	CFO/President	40.00	Officer Key Emp	$73,997	$0	$73,997
Patrick Hundley	Director	1.00	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	$1,903,053	$1,890,029	$570,397	$13,024
2023	$1,612,187	$1,625,754	$476,419	$-13,567
2022	$1,642,190	$1,491,300	$546,330	$150,890
2021	$1,558,533	$1,605,287	$402,444	$-46,754
2020	$1,627,803	$1,680,439	$461,936	$-52,636
2019	$1,441,617	$1,471,458	$490,910	$-29,841
2018	$1,898,790	$1,843,884	$515,734	$54,906

FAMILIES ESPECIAL INC