The Family (EIN 940466220) - 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

1902

Legal Domicile

Principal Officer

Portor Goltz

Phone

4157810800

Tax Period

2025-01-01 to 2025-12-31

The Family, founded in 1902, is a community nonprofit in the Recreation & Sports sector that reported $4.4M in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. Net assets of $9.7M represent 27 months of operating reserves.

Mission

SOCIAL AND RECREATIONAL FUNCTIONS FOR MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $118,700

Program Service Revenue $3,048,151

Investment Income $98,907

Other Revenue $1,094,993

TOTAL REVENUE $4,360,751

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,040,800

Fundraising Expenses $0

Other Expenses $2,432,592

TOTAL EXPENSES $4,473,392

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,360,751	$4,017,556	+0.1%
Expenses	$4,473,392	$3,946,846	+0.1%
Net Income	$-112,641	$70,710	-2.6%

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

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

$353,313

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FERNANDO P PACHECO	GENERAL MANAGER	40.0	Officer	$299,800	$53,513	$353,313
ANGELA U CHEN	CONTROLLER	40.0	Highest	$162,277	$34,722	$196,999
STEVEN PARKER	CHEF	40.0	Highest	$147,744	$30,820	$178,564
RAFAEL COSTAS	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
PORTOR GOLTZ	PRESIDENT	1.0	Officer Director	$0	$0	$0
LARRY KAMER	SECRETARY	1.0	Officer Director	$0	$0	$0
SANTOSH JAYARAM	DIRECTOR	1.0	Director	$0	$0	$0
MARK MCNAY	DIRECTOR	1.0	Director	$0	$0	$0
BOB TAYLOR	DIRECTOR	1.0	Director	$0	$0	$0
DAVID WALROD	DIRECTOR	1.0	Director	$0	$0	$0
DAN PHIPPS	DIRECTOR	1.0	Director	$0	$0	$0
MARK SUTHERLAND	DIRECTOR	1.0	Director	$0	$0	$0
JIM POOLEY	DIRECTOR	1.0	Director	$0	$0	$0
ALAN HENRICKS	DIRECTOR	1.0	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	$4,360,751	$4,473,392	$10,786,072	$-112,641
2024	No data	No data	No data	No data
2023	$4,115,000	$3,703,812	$10,244,268	$411,188
2022	$3,423,331	$3,310,824	$9,361,468	$112,507
2021	$3,803,468	$3,310,293	$9,516,974	$493,175
2020	$3,018,285	$2,804,772	$8,990,691	$213,513
2019	$4,219,947	$3,987,181	$8,652,203	$232,766
2018	$3,889,173	$3,704,965	$8,083,762	$184,208

The Family