FAMILY TREE INC (EIN 840730973) - 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

1976

Legal Domicile

Principal Officer

SHANELE LYONS

Phone

3034222133

Tax Period

2024-07-01 to 2025-06-30

FAMILY TREE INC, founded in 1976, is a mid-sized nonprofit in the Human Services sector that reported $12.6M in total revenue in fiscal year 2024. The organization ran a surplus of $2.4M, a strong 19% operating margin.

Mission

FAMILY TREE PROVIDES INNOVATIVE, LIFE-CHANGING SERVICES TO HELP PEOPLE OVERCOME AND END CHILD ABUSE,DOMESTIC VIOLENCE AND HOMELESSNESS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $7,874,420

Program Service Revenue $2,129,827

Investment Income $154,266

Other Revenue $2,469,494

TOTAL REVENUE $12,628,007

Expense Breakdown

Grants Paid $2,711,612

Salaries & Benefits $6,683,230

Fundraising Expenses $547,632

Program Expenses $8,662,865

Other Expenses $803,402

TOTAL EXPENSES $10,198,244

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,628,007	$12,453,358	+0.0%
Expenses	$10,198,244	$10,482,075	0.0%
Net Income	$2,429,763	$1,971,283	+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

Employees

143

Volunteers

400

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

$131,142

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY CRAGG	CHAIR	1.00	Officer Director	$0	$0	$0
TYLER STUDE	TREASURER	1.00	Officer Director	$0	$0	$0
PAULINE SHAFFER	SECRETARY	1.00	Officer Director	$0	$0	$0
AMBER BECKER	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
JOHN CLIFTON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HENRY	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JENNIPHER VAN MALDEGHEM	DIRECTOR	1.00	Director	$0	$0	$0
SHANELE LYONS	CFO	40.00	Officer	$118,489	$12,653	$131,142
CASSANDRA RATLIFF	CHIEF IMPACT OFFICER	40.00	Highest	$133,780	$3,818	$137,598
DENISE BERRIDGE	VP-HUMAN RESOURCES	40.00	Highest	$111,882	$7,658	$119,540
MARIELA MICHAEL	VP-COMM BASED SERV	40.00	Highest	$100,059	$8,824	$108,883
JILL FARNHAM	FORMER CEO	20.00		$102,169	$10,703	$112,872
DONTAE LATSON	FORMER CEO	40.00		$153,772	$24,442	$178,214

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	$12,628,007	$10,198,244	$18,929,399	$2,429,763
2024	$12,453,358	$10,482,075	$15,564,245	$1,971,283
2023	$12,119,780	$10,956,287	$11,944,947	$1,163,493
2022	$9,395,162	$9,323,370	$10,333,594	$71,792
2021	$10,098,412	$8,772,986	$10,438,471	$1,325,426
2020	$8,860,220	$8,181,559	$9,943,641	$678,661
2019	$10,158,691	$6,935,056	$8,120,259	$3,223,635

FAMILY TREE INC