FAMILY SERVICE (EIN 810232120) - 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

1906

Legal Domicile

Phone

4062592269

Tax Period

2022-07-01 to 2023-06-30

FAMILY SERVICE, founded in 1906, is a community nonprofit in the Human Services sector that reported $8.3M in total revenue in fiscal year 2022. Expenses of $9.5M exceeded revenue, resulting in a 15% operating deficit.

Mission

FAMILY SERVICE PREVENTS HUNGER, HOMELESSNESS AND POVERTY IN YELLOWSTONE COUNTY AND SURROUNDING AREAS THROUGH COMMUNITY INVOLVEMENT. THIS IS ACCOMPLISHED THROUGH FOCUSING ON THE CORE VALUES OF HOPE, COMPASSION, DIGNITY, RESPECT, AND COLLABORATION.

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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 $7,388,391

Program Service Revenue $0

Investment Income $77,807

Other Revenue $806,191

TOTAL REVENUE $8,272,389

Expense Breakdown

Grants Paid $7,611,386

Salaries & Benefits $1,315,554

Fundraising Expenses $149,727

Program Expenses $9,102,901

Other Expenses $609,319

TOTAL EXPENSES $9,536,259

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,272,389	$7,843,878	+0.1%
Expenses	$9,536,259	$8,121,153	+0.2%
Net Income	$-1,263,870	$-277,275	+3.6%

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

200

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
CARRIE BALLARD	Director	2.00	Director	$0	$0	$0
SANDRA BRADFORD	Director	2.00	Director	$0	$0	$0
ALLAN KARELL	Director	2.00	Director	$0	$0	$0
ED ULLEDALEN	Director	2.00	Director	$0	$0	$0
BILL BROWN	Director	2.00	Director	$0	$0	$0
MARYA PENNINGTON	Director	2.00	Director	$0	$0	$0
JOHN HURLEY	Director	2.00	Director	$0	$0	$0
RIC HELDT	President	2.00	Officer Director	$0	$0	$0
DEVIN SCOTT	Secretary	2.00	Officer Director	$0	$0	$0
SHANE RICHARDS	Treasurer	2.00	Officer Director	$0	$0	$0
BECKY RENO	Vice President	2.00	Officer Director	$0	$0	$0
TERRY STEINER	Director	2.00	Director	$0	$0	$0
RYAN CREMER	EXECUTIVE DIRECTOR	40.00		$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$8,272,389	$9,536,259	$7,347,854	$-1,263,870
2022	$7,843,878	$8,121,153	$8,607,764	$-277,275
2021	$9,777,293	$9,532,948	$9,302,167	$244,345
2020	$9,961,985	$6,608,484	$9,446,135	$3,353,501
2019	$4,787,494	$4,582,597	$7,127,683	$204,897
2018	$5,811,819	$4,381,837	$5,075,415	$1,429,982

FAMILY SERVICE