Family Service Agency of San Berna… - Form 990 Financial Data

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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

1947

Legal Domicile

Phone

9098866737

Tax Period

2021-07-01 to 2022-06-30

Family Service Agency of San Bernardino, founded in 1947, is a small nonprofit that reported $548K in total revenue in fiscal year 2021. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $929K exceeded revenue, resulting in a 70% operating deficit.

Mission

Family Service Agency of San Bernardino provides professional counseling, family education and supportive services to meet the challenge of contemporary societal conditions which affect families, individuals and organizations.

Program Service Accomplishments

Program 1

Expenses: $837,318

Provide individual and family counseling services and child abuse prevention and intervention counseling services.

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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 (2021)

Revenue Breakdown

Contributions & Grants $353,640

Program Service Revenue $193,920

Investment Income $0

Other Revenue $0

TOTAL REVENUE $547,560

Expense Breakdown

Grants Paid $0

Salaries & Benefits $652,042

Fundraising Expenses $0

Program Expenses $837,318

Other Expenses $276,872

TOTAL EXPENSES $928,914

Year-over-Year Comparison

	2021	2020	Change
Revenue	$547,560	$1,207,590	-0.5%
Expenses	$928,914	$974,025	0.0%
Net Income	$-381,354	$233,565	-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

$136,773

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pat Cormican	CFO	40.00	Officer	$88,125	$2,400	$90,525
Christopher Opliger	Interim CEO	40.00	Officer	$40,843	$5,405	$46,248
Beverly Rios	Chairman	0.00	Officer	$0	$0	$0
Susan Krenz	Secretary	0.00	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
2022	$547,560	$928,914	$321,934	$-381,354
2021	$1,207,590	$974,025	$738,690	$233,565
2020	$1,096,904	$1,067,816	$655,011	$29,088
2019	$1,101,988	$1,107,805	$541,504	$-5,817
2018	$1,621,330	$1,509,064	$428,982	$112,266

Family Service Agency of San Bernardino