FAMILY SERVICES FOUNDATION INC (EIN 872798936) - 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

2021

Legal Domicile

Principal Officer

SHEILA MCCLELLAND

Phone

3367228173

Tax Period

2024-07-01 to 2025-06-30

FAMILY SERVICES FOUNDATION INC, founded in 2021, is a small nonprofit in the Mutual Benefit sector that reported $347K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $278K, a strong 80% operating margin.

Mission

TO SUPPORT THE OPERATIONS OF FAMILY SERVICES INC.

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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 $254,350

Program Service Revenue $0

Investment Income $92,269

Other Revenue $0

TOTAL REVENUE $346,619

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,151

Fundraising Expenses $0

Other Expenses $35,515

TOTAL EXPENSES $68,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$346,619	$251,900	+0.4%
Expenses	$68,666	$56,497	+0.2%
Net Income	$277,953	$195,403	+0.4%

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

N/A

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
AUDREY JOHNSON CFTA CAP	CHAIR	1.00	Officer Director	$0	$0	$0
PEGGY REINGOLD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
VIRGINIA PLEASANTS JD	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT CAREY MBA	TREASURER	1.00	Officer Director	$0	$0	$0
ANNE RAINEY ROKAHR	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTY SOX SPENCER	BOARD MEMBER	1.00	Director	$0	$0	$0
DANNA WORTMAN CPA	BOARD MEMBER	1.00	Director	$0	$0	$0
D ELWOOD WOODY CLINARD	BOARD MEMBER	1.00	Director	$0	$0	$0
EJ CARDENAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JK GIVENS JD	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN HERNANDEZ JD	BOARD MEMBER	1.00	Director	$0	$0	$0
OBI IKWECHEGH MD	BOARD MEMBER	1.00	Director	$0	$0	$0
TABITHA MAE SHERMAN BSN RN-BC	BOARD MEMBER	1.00	Director	$0	$0	$0
XUEJIAO KATIE JORGENSON	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	$346,619	$68,666	$2,102,863	$277,953
2024	$251,900	$56,497	$199,963	$195,403

FAMILY SERVICES FOUNDATION INC