Santa Fe Family Service (EIN 746083304) - 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

1967

Legal Domicile

Phone

4099274133

Tax Period

2025-01-01 to 2025-12-31

Santa Fe Family Service, founded in 1967, is a micro nonprofit that reported $11K in total revenue in fiscal year 2025. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $41K exceeded revenue, resulting in a 269% operating deficit.

Mission

Santa Fe Family Service helps individuals & families within the Santa Fe Independent School District by counsel, guidance, and other necessary assistance to achieve normal living, or the best possible adjustment for the welfare of the individual and the community.

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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 $10,995

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $10,995

Expense Breakdown

Grants Paid $883

Salaries & Benefits $10,376

Fundraising Expenses $0

Program Expenses $30,534

Other Expenses $29,334

TOTAL EXPENSES $40,593

Year-over-Year Comparison

	2025	2024	Change
Revenue	$10,995	$39,248	-0.7%
Expenses	$40,593	$63,411	-0.4%
Net Income	$-29,598	$-24,163	+0.2%

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

Volunteers

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
Brett Haduch	Vice President	1.00	Officer Director	$0	$0	$0
Shirley Weigelt	President	1.00	Officer Director	$0	$0	$0
Meredith Drake	Board Member	1.00	Director	$0	$0	$0
Lyndsey Stephenson	Board Member	2.00	Director	$0	$0	$0
Courtney Douglas	Board Member	1.00	Director	$0	$0	$0
Ollie Niederhofer	Board Member	1.00	Director	$0	$0	$0
Corliss Bennett	Treasurer/Secre	1.00	Officer Director	$0	$0	$0
Kim Herring	Board Member	1.00	Director	$0	$0	$0
Angela Schaub	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	$10,995	$40,593	$20,916	$-29,598
2024	$39,248	$63,411	$48,709	$-24,163
2023	$41,594	$49,557	$55,933	$-7,963
2022	$56,860	$46,634	$63,666	$10,226
2021	$70,281	$45,091	$53,439	$25,190
2020	$95,521	$75,856	$29,703	$19,665
2018	$84,701	$83,007	$12,200	$1,694

Santa Fe Family Service