Family Service of San Leandro (EIN 943268842) - 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

1997

Legal Domicile

Principal Officer

Kelly O'Lague Dulka

Phone

5104836715

Tax Period

2018-07-01 to 2019-06-30

Family Service of San Leandro, founded in 1997, is a small nonprofit that reported $530K in total revenue in fiscal year 2018. Revenue decreased 9% compared to the prior year. Expenses of $667K exceeded revenue, resulting in a 26% operating deficit.

Mission

To provide professional counseling services to families with personal difficulties. Provide services to ensure improved family functioning through individual and family therapy.

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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 (2018)

Revenue Breakdown

Contributions & Grants $310,229

Program Service Revenue $219,585

Investment Income $285

Other Revenue $0

TOTAL REVENUE $530,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $514,949

Fundraising Expenses $0

Program Expenses $364,154

Other Expenses $152,296

TOTAL EXPENSES $667,245

Year-over-Year Comparison

	2018	2017	Change
Revenue	$530,099	$582,442	-0.1%
Expenses	$667,245	$585,626	+0.1%
Net Income	$-137,146	$-3,184	+42.1%

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

$24,150

Total Directors

$24,150

Key Employees

$27,623

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr John Berk	Secretary	2.00	Director	$0	$0	$0
Angela Apple	President	40.00	Officer Director	$24,150	$0	$24,150
Patricia Berk	Trustee	2.00	Director	$0	$0	$0
Viki Ardito	Trustee	2.00	Director	$0	$0	$0
Pamela Davis	President	2.00	Director	$0	$0	$0
Lisa Perry	Former Executive Director	40.00	Key Emp	$27,623	$0	$27,623
Kelly O'Lague Dulka	Executive Director	40.00	Key Emp	$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
2019	$530,099	$667,245	$457,744	$-137,146
2018	$582,442	$585,626	$565,087	$-3,184

Family Service of San Leandro