GARZA & RODRIGUEZ FAMILY SERVICES (EIN 770501299) - 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

1998

Legal Domicile

Principal Officer

LUPE RODRIGUEZ

Phone

8058786988

Tax Period

2020-07-01 to 2021-06-30

GARZA & RODRIGUEZ FAMILY SERVICES, founded in 1998, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2020. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 7% surplus.

Mission

RESIDENTIAL CARE AND TREATMENT OF EMOTIONALLY AND PHYSICALLY NEGLECTED CHILDREN.

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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 (2020)

Revenue Breakdown

Contributions & Grants $1,476,224

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,476,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $952,816

Fundraising Expenses $0

Program Expenses $1,071,607

Other Expenses $426,129

TOTAL EXPENSES $1,378,945

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,476,224	$1,122,560	+0.3%
Expenses	$1,378,945	$1,207,575	+0.1%
Net Income	$97,279	$-85,015	-2.1%

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

$144,059

Total Directors

$144,059

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUPE RODRIGUEZ	BOARD MEMBER/CEO	040.00	Officer Director	$121,373	$0	$121,373
LORIE ALLEN VOS	FORMER OFFICER	020.00		$45,837	$0	$45,837
KRISTINE HART	FORMER BOARD MEMBER	005.00		$36,300	$0	$36,300
ANGELO NAEMI	BOARD MEMBER/CFO	005.00	Officer Director	$22,686	$0	$22,686
DEANNA MARIE GIANGRANDE	FORMER OFFICER	005.00		$3,500	$0	$3,500
MAIE RICE	FORMER BOARD MEMBER	001.00		$500	$0	$500
JEROD HEMBLAD	BOARD MEMBER	001.00	Director	$0	$0	$0
GARY TIMMONS	BOARD MEMBER	001.00	Director	$0	$0	$0
STEVE BAIRD	BOARD MEMBER/SECRETARY	001.00	Officer Director	$0	$0	$0
JASPER PAHADAL	BOARD MEMBER	001.00	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
2021	$1,476,224	$1,378,945	$168,271	$97,279
2020	$1,122,560	$1,207,575	$159,369	$-85,015
2019	$1,041,351	$993,705	$143,283	$47,646
2018	$987,304	$933,323	$105,839	$53,981

GARZA & RODRIGUEZ FAMILY SERVICES