FAMILY FOUNDATION CHARITABLE TRUST (EIN 942938176) - 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

1984

Legal Domicile

Principal Officer

PETER SULLIVAN

Phone

4157130325

Tax Period

2024-01-01 to 2024-12-31

FAMILY FOUNDATION CHARITABLE TRUST, founded in 1984, is a small nonprofit that reported $208K in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66K, a strong 32% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO QUALIFIED PERSONS OR CHARITIES.

🔒

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 $94,695

Program Service Revenue $0

Investment Income $113,007

Other Revenue $0

TOTAL REVENUE $207,702

Expense Breakdown

Grants Paid $123,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,700

Other Expenses $17,759

TOTAL EXPENSES $141,459

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,702	$136,329	+0.5%
Expenses	$141,459	$86,221	+0.6%
Net Income	$66,243	$50,108	+0.3%

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
DAVID SAGE	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD KALT	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD ROZEN	DIRECTOR	1.00	Director	$0	$0	$0
HENRY KLYCE	DIRECTOR	2.00	Director	$0	$0	$0
AL ZEMSKY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BITOFF	DIRECTOR	1.00	Director	$0	$0	$0
DAVE BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK RAWLINS	DIRECTOR	1.00	Director	$0	$0	$0
KEN LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES HAVERKAMP	DIRECTOR	1.00	Director	$0	$0	$0
DICK SESLER	DIRECTOR	1.00	Director	$0	$0	$0
CLIFFORD LAVINE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MURRAY	TREASURER	2.00	Officer	$0	$0	$0
DENNIS MCQUAID	VICE CHAIRMAN	1.00	Officer	$0	$0	$0
PETER SULLIVAN	CHAIRMAN	3.00	Officer	$0	$0	$0
MICHAEL BERUBE	SECRETARY	2.00	Officer	$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	$207,702	$141,459	$1,181,452	$66,243
2023	$136,329	$86,221	$1,125,844	$50,108
2022	$138,386	$79,557	$1,075,736	$58,829
2021	$147,759	$101,082	$1,016,907	$46,677
2020	$111,859	$102,800	$970,230	$9,059
2019	$101,557	$89,811	$961,171	$11,746
2018	$94,212	$61,331	$949,425	$32,881

FAMILY FOUNDATION CHARITABLE TRUST