FAMILY REACH FOUNDATION (EIN 912192211) - 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

2003

Legal Domicile

Principal Officer

CARLA TARDIF

Phone

8572332764

Tax Period

2024-01-01 to 2024-12-31

FAMILY REACH FOUNDATION, founded in 2003, is a community nonprofit in the Diseases & Disorders sector that reported $9.1M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

REMOVING FINANCIAL BARRIERS STANDING BETWEEN CANCER PATIENTS AND THEIR TREATMENT.

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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 $9,056,773

Program Service Revenue $0

Investment Income $135,049

Other Revenue $-100,150

TOTAL REVENUE $9,091,672

Expense Breakdown

Grants Paid $3,409,348

Salaries & Benefits $4,150,767

Fundraising Expenses $1,074,170

Program Expenses $6,978,264

Other Expenses $1,421,396

TOTAL EXPENSES $9,028,949

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,091,672	$8,336,590	+0.1%
Expenses	$9,028,949	$9,553,229	-0.1%
Net Income	$62,723	$-1,216,639	-1.1%

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

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

$501,784

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY FOSTER	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
RICHARD MORELLO	BOARD VICE CHAIR	3.00	Officer Director	$0	$0	$0
TIM MOORE	SECRETARY	3.00	Officer Director	$0	$0	$0
JENNIFER WINTERHALTER	TREASURER	3.00	Officer Director	$0	$0	$0
LORRAINE DEAN	DIRECTOR	1.00	Director	$0	$0	$0
PETER MERRIGAN	DIRECTOR	1.00	Director	$0	$0	$0
MING TSAI	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA WALSH	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER WIATRAK	DIRECTOR	1.00	Director	$0	$0	$0
YOUSUF ZAFAR	DIRECTOR	1.00	Director	$0	$0	$0
ANGELE RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
CARLA TARDIF	CHIEF EXECUTIVE OFFICER	40.00	Officer	$266,123	$43,309	$309,432
ROSAMUND CUNNINGHAM	CHIEF OPERATING OFFICER	40.00	Officer	$186,738	$5,614	$192,352
EUCHARIA BORDEN	VP OF PROGRAMS AND HEALTH EQUITY	40.00	Highest	$158,738	$23,137	$181,875
KATHLEEN SCHWEITZER	SR. DIRECTOR OF FINANCE	40.00	Highest	$113,615	$39,076	$152,691
MEGAN TANNER	VP OF PEOPLE & CULTURE	40.00	Highest	$134,808	$14,612	$149,420
RENEE NICHOLAS	VP OF DEVELOPMENT	40.00	Highest	$143,077	$0	$143,077
LAUREN MELLO	SENIOR DIR OF CONTENT & STORYTELLING	40.00	Highest	$115,604	$15,664	$131,268

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	$9,091,672	$9,028,949	$6,444,806	$62,723
2023	$8,336,590	$9,553,229	$6,763,325	$-1,216,639
2022	$9,713,412	$8,592,142	$7,234,418	$1,121,270
2021	$8,484,699	$8,166,002	$6,034,339	$318,697
2020	$8,702,796	$7,629,525	$5,599,396	$1,073,271
2019	$7,013,254	$8,688,989	$4,416,991	$-1,675,735
2018	$9,893,537	$6,252,309	$5,958,208	$3,641,228

FAMILY REACH FOUNDATION