FAMILY OFFICE PRINCIPALS GROUP INC C/O DANIELLE SELTZER (EIN 811440629) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

DAN HAMANN

Phone

9143299977

Tax Period

2024-01-01 to 2024-12-31

FAMILY OFFICE PRINCIPALS GROUP INC C/O DANIELLE SELTZER, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $352K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $318K left a modest 10% surplus.

Mission

TO PROMOTE INVESTMENT PRINCIPALS FOR FAMILY OWNED BUSINESS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $324,000

Program Service Revenue $28,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $352,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $318,396

TOTAL EXPENSES $318,396

Year-over-Year Comparison

	2024	2023	Change
Revenue	$352,000	$510,077	-0.3%
Expenses	$318,396	$453,940	-0.3%
Net Income	$33,604	$56,137	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS HILLMAN	CHAIR EMERITUS	1.00	Officer Director	$0	$0	$0
VISHAL SOIN	GROUP CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTY ORRIS	MEMBERSHIP CHAIR/COMPLIANCE	1.00	Officer Director	$0	$0	$0
SCOTT BROOKS	VICE GROUP CHAIR	1.00	Officer Director	$0	$0	$0
JEB STUART	FORUM CHAIR	1.00	Officer Director	$0	$0	$0
ANDY GOTTESMAN	VICE FORUM CHAIR	1.00	Officer Director	$0	$0	$0
DAN HAMANN	FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
BLAINE WELLS	SPOUSE/PARTNER CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD COHEN	VICE MEMBERSHIP CHAIR/COMPLIANCE	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	$352,000	$318,396	$280,460	$33,604
2023	$510,077	$453,940	$246,856	$56,137
2022	$469,959	$357,498	$190,719	$112,461

FAMILY OFFICE PRINCIPALS GROUP INC C/O DANIELLE SELTZER