SPIRITT Family Services (EIN 952852683) - 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

1972

Legal Domicile

Principal Officer

Elvia Torres

Phone

5629037000

Tax Period

2024-07-01 to 2025-06-30

SPIRITT Family Services, founded in 1972, is a mid-sized nonprofit in the Mental Health sector that reported $11.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $10.3M left a modest 9% surplus.

Mission

SPIRITT Family Services' mission is to empower families, improve health and well-being, and strengthen communities.

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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 $11,266,559

Program Service Revenue $0

Investment Income $30,721

Other Revenue $14,429

TOTAL REVENUE $11,311,709

Expense Breakdown

Grants Paid $1,999,098

Salaries & Benefits $6,019,820

Fundraising Expenses $297,724

Program Expenses $10,076,854

Other Expenses $2,319,424

TOTAL EXPENSES $10,338,342

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,311,709	$10,192,702	+0.1%
Expenses	$10,338,342	$9,159,041	+0.1%
Net Income	$973,367	$1,033,661	-0.1%

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

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

$400,104

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elvia Torres	CEO	40.00	Officer	$193,486	$21,935	$215,421
Perla Pelayo	COO	40.00	Officer	$166,363	$18,320	$184,683
Norma A Yoguez	Dir. of Programs	40.00		$134,031	$0	$134,031
Rosalinda Baeza	Clinical Superviso	40.00		$102,105	$14,994	$117,099
Dr Lisa Ibanez DSW	President	1.00	Officer Director	$0	$0	$0
Romalis Taylor	Vice President	1.00	Officer Director	$0	$0	$0
Harold Schieve CPA	Treasurer	1.00	Officer Director	$0	$0	$0
John Ford	Secretary	1.00	Officer Director	$0	$0	$0
Alice Cardenas	Board Member	1.00	Officer Director	$0	$0	$0
Rose Marie Gallegos	Board Member	1.00	Director	$0	$0	$0
Dr Sylvia Gonzalez	Board Member	1.00	Director	$0	$0	$0
Henry Leong	Board Member	1.00	Director	$0	$0	$0
Jess Montes	Board Member	1.00	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	$11,311,709	$10,338,342	$5,555,410	$973,367
2024	$10,192,702	$9,159,041	$4,872,455	$1,033,661
2023	$9,535,193	$9,194,036	$4,142,406	$341,157
2022	$11,047,328	$11,046,036	$3,598,621	$1,292
2021	$10,935,874	$10,906,102	$4,109,261	$29,772
2020	$12,011,599	$12,063,575	$4,109,926	$-51,976
2019	$9,163,285	$9,139,631	$2,712,693	$23,654
2018	$7,957,123	$7,318,713	$2,544,954	$638,410

SPIRITT Family Services