Civic Intelligence

Family Tree Inc.

990 • Fiscal year 2023 • EIN 23-7133742

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 25, 2024

1919 Nicollet AveMinneapolis, MN 55403

(612) 473-0800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

81st percentile

0.60x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

1.59x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

26th percentile

-4.6%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$146,762

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

24th percentile

-1.5%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-0.5%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Down

$10,053,410

Down $153,119 (-1.5%) from 2022

Net Assets

Down

$3,971,383

Down $175,773 (-4.2%) from 2022

Liabilities

Up

$6,082,027

Up $22,654 (+0.4%) from 2022

Revenue

Down

$3,833,746

Down $17,618 (-0.5%) from 2022

Expenses

Down

$4,009,519

Down $262,940 (-6.2%) from 2022

Net Income

Up

-$175,773

Up $245,322 (+58%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0-$5.0MAssets 2010: $2,190,690Liabilities 2010: $1,426,750Net Assets 2010: $763,9402010Assets 2011: $2,193,157Liabilities 2011: $1,426,675Net Assets 2011: $766,4822011Assets 2013: $1,812,739Liabilities 2013: $1,368,950Net Assets 2013: $443,7892013Assets 2015: $1,497,521Liabilities 2015: $1,425,287Net Assets 2015: $72,2342015Assets 2017: $1,403,599Liabilities 2017: $1,431,677Net Assets 2017: -$28,0782017Assets 2018: $1,815,087Liabilities 2018: $1,585,278Net Assets 2018: $229,8092018Assets 2019: $3,442,080Liabilities 2019: $515,121Net Assets 2019: $2,926,9592019Assets 2021: $8,886,945Liabilities 2021: $4,318,694Net Assets 2021: $4,568,2512021Assets 2022: $10,206,529Liabilities 2022: $6,059,373Net Assets 2022: $4,147,1562022Assets 2023: $10,053,410Liabilities 2023: $6,082,027Net Assets 2023: $3,971,3832023Assets 2024: $8,886,172Liabilities 2024: $5,390,266Net Assets 2024: $3,495,9062024

Highlighted filing

2023

Assets$10,053,410
Liabilities$6,082,027
Net Assets$3,971,383

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,464,9752010Expenses 2011: $1,574,4312011Revenue 2013: $1,708,341Expenses 2013: $1,983,235Net Income 2013: -$274,8942013Revenue 2015: $1,993,793Expenses 2015: $2,379,602Net Income 2015: -$385,8092015Revenue 2017: $2,508,723Expenses 2017: $2,575,343Net Income 2017: -$66,6202017Revenue 2018: $3,058,239Expenses 2018: $2,800,352Net Income 2018: $257,8872018Revenue 2019: $5,794,697Expenses 2019: $3,097,547Net Income 2019: $2,697,1502019Revenue 2021: $4,647,123Expenses 2021: $3,699,690Net Income 2021: $947,4332021Revenue 2022: $3,851,364Expenses 2022: $4,272,459Net Income 2022: -$421,0952022Revenue 2023: $3,833,746Expenses 2023: $4,009,519Net Income 2023: -$175,7732023Revenue 2024: $4,236,387Expenses 2024: $4,711,864Net Income 2024: -$475,4772024

Highlighted filing

2023

Revenue$3,833,746
Expenses$4,009,519
Net Income-$175,773
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 25, 2024
Return Version
2023v5.1
Gross Receipts
$3,833,746
Mission and Program Overview

Mission

Family tree clinic's mission is to cultivate a healthy community through comprehensive sexual health care and education.

To cultivate a healthy community through comprehensive sexual health care and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,485,600$7,353,219▼ $132,381
Pledges and Grants Receivable$814,605$1,240,867▲ $426,262
Savings and Temporary Cash Investments$1,339,257$949,334▼ $389,923
Cash and Non-Interest-Bearing Accounts$417,702$353,454▼ $64,248
Accounts Receivable$113,172$117,606▲ $4,434
Inventories for Sale or Use$26,090$32,539▲ $6,449
Prepaid Expenses and Deferred Charges$10,103$6,391▼ $3,712
Total Assets$10,206,529$10,053,410▼ $153,119
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,082,172$4,997,112▼ $85,060
Accounts Payable and Accrued Expenses$977,201$1,084,915▲ $107,714
Total Liabilities$6,059,373$6,082,027▲ $22,654
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,141,129$2,653,432▼ $487,697
Net Assets With Donor Restrictions$1,006,027$1,317,951▲ $311,924
Total Net Assets Fund Balance$4,147,156$3,971,383▼ $175,773
Total Liabilities and Net Assets / Fund Balance$10,206,529$10,053,410▼ $153,119

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,568,879$299,191$5,868,070
Land$1,579,512-$1,579,512
Equipment$204,828$160,397$365,225
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne Van AveryExecutive DirectorFT$131,498$15,264$146,762
Deborah AngelucciFinance and HR DirectorFT$87,585$10,971$98,556

Board Members and Trustees

NameTitle
Beverly BushyheadCo-President
Koa MiraiCo-President
Sally NixonPast President (term ended in 2023)
Jaemi HagenVice President
Abigail HendersonDirector
Adrienne DornDirector
Christine ReisdorfDirector
Emmett RobertsonDirector
Erin WilkinsDirector
Lucas BeckDirector
Paul BockDirector
Willow NicholsDirector
Laureen Tews HarbertSecretary
Michael AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,725,162
Program Service Revenue
$1,082,271
Investment Income
$3,079
Other Revenue
$23,234
All Other Contributions
$1,734,608
Change in Net Assets
$-175,773

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,833,746
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$13,125
Total Revenue per Audited Statements
$3,846,871
Total Revenue per Form 990
$3,833,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,757,594
Other Expenses$1,251,925
Total Fundraising Expense$237,924
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,698,770$278,041$105,429$2,082,240
Current Officers, Directors, Trustees, and Key Employees$201,584$31,896$11,837$245,317
Other Employee Benefits$201,574$23,317$6,567$231,458
Depreciation Depletion$173,609$29,699$6,037$209,345
Fees for Services Other$158,446$37,364$5,885$201,695
Interest$155,534$27,413$6,579$189,526
Payroll Taxes$139,281$22,859$8,304$170,444
Information Technology$116,321$8,642$1,817$126,780
All Other Expenses$55,313$3,521$12,502$71,336
Office Expenses$22,310$5,304$7,426$35,040
Other Expenses$24,372$6,433$487$31,292
Fees for Services Lobbying--$30,000$30,000
Pension Plan Contributions$24,501$2,835$799$28,135
Insurance$19,735$4,020$458$24,213
Fees for Services Accounting-$20,854-$20,854
Advertising$14,883$43$400$15,326
Occupancy$8,366$1,287$247$9,900
Travel$5,980$526$50$6,556
Fees for Services Legal-$2,244-$2,244
Total Functional Expenses$3,263,497$508,098$237,924$4,009,519

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,022,644
Expenses per Audited Statements$4,009,519
Total Expenses per Form 990$4,009,519
Expenses Not Reported on Form 990$13,125
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1A

The Executive Committee consists of the officers of the Family Tree. The Executive Committee conducts the business of Family Tree between the regular meetings of the Board, subject to the control and guidance of the Board, and performs such other duties as the Board may assign to it. In the absence of a special or standing committee to address personnel issues, the Executive Committee will also act as the personnel committee.

Form 990, Part VI, Section B, line 11B

The Organization's management team reviews the Form 990 and then presents it to the Finance Committee for recommendation of approval to the full Board. The full Board receives a copy of the Form 990 prior to filing and then approves of the Form 990.

Form 990, Part VI, Section B, line 12C

Board members are required to disclose any and all conflicts of interest upon nomination to the Board under the standards of conduct policy. Board members are required to update their disclosures when and if there are changes and annually. Members with a conflict of interest are prohibited from voting on the issue. Actual and potential conflicts are monitored at the Board/management level.

Form 990, Part VI, Section B, line 15A

The Board of Directors evaluates the Executive Director on an annual basis. The Executive Committee sets the review calendar and process. Using salary guidelines for Executive Director positions published by the Council of Nonprofits, the salary is established based on this data and performance.

Form 990, Part VI, Section C, line 19

Family Tree Inc.'s governing documents, conflict of interest policy and financial statements are available to the public upon request. In addition, the financial statements are published in the Organization's annual report.

Filing and Contact Details

Filer

Filer Name
Family Tree Inc
EIN
23-7133742
Phone
6124730800
Address
1919 Nicollet Ave, Minneapolis, MN 55403
Doing Business As
Family Tree Clinic

Signing Officer

Name
Anne Van Avery
Title
Executive Director
Phone
6124730800
Signed
2024-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Van Avery
Formed
1971
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
61
Volunteers
40

Preparer

Firm
Abdo LLP
Address
5201 Eden Ave Ste 250, Edina, MN 55436
Preparer
Steven D Anseth CPA
Phone
9528359090
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

The process has not changed for the prior year.

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IRS990/Desc0Clinic:Family Tree is a community clinic providing essential services to populations most impacted by health inequities, including LGBTQ and BIPOC communities, young people, and low-income and uninsured individuals. To increase accessibility, Family Tree offers services on a sliding-fee scale and does not turn anyone away for an inability to pay. Family Tree is designated an Essential Community Provider by the state and is part of the Twin Cities health care safety net. Since 1971, Family Tree has offered innovative medical and education services focused on LGBTQ competency and that center respect, individuality, and trauma-informed practices. For over fifty-two years, Family Tree has confronted barriers to health care head-on, and today is considered a leader in inclusive sexual, reproductive, and gender healthcare and education.The mission of Family Tree Clinic is to cultivate a healthy community through comprehensive sexual healthcare and education. Our vision is to eliminate health disparities through innovative, personalized sexual healthcare and education for diverse needs. Family Tree advances its mission and vision by providing: medical sexual and reproductive healthcare services; culturally responsive services to the Lesbian, Gay, Bisexual, Transgender, and Queer (LGBTQ) community; informed consent gender affirming hormone care; comprehensive sexuality, healthy relationships, and puberty education programming; the MN Family Planning + STI Hotline; interdisciplinary training to healthcare professionals and on inclusive practices; authentic community engagement to inform services; and collaborative partnerships with other service organizations.Family Tree is guided by its new strategic plan, which was developed in 2023 through a collaborative, community-centric process that utilized feedback from patients, board members, community partners, and other key stakeholders. Our new strategic plan is designed to ensure a sustainable future while increasing access to healthcare and education to improve health equity for our communities through four pillars; 1.) Clarifying Programs and Services, 2.) Staff Sustainability, 3.) Financial Sustainability, and; 4) Organizational Culture and Community. These key goals will serve as a roadmap for Family Tree's path forward as we continue to be responsive to community needs and eliminate health disparities for the communities we reach.Family Tree delivers on our mission through our core programs: 1) Clinic: Culturally responsive medical services centering people impacted by health inequities; 2) Health Education: Comprehensive sexuality and healthy relationships education in schools and community settings, as well as authentic community engagement which creates pathways for communities to shape our work; 3) Training for healthcare professionals, particularly around LGBTQ competency in healthcare.Family Tree believes that patient-centered medical care, upstream education, authentic community engagement, and training of healthcare professionals will increase health equity for people most marginalized by major healthcare systems. Family Tree serves over 15,000 people in a typical year through all programs and community engagement, and is an established statewide and regional leader in the field of LGBTQ Health Equity and Inclusive Care Models. Family Tree's medical services include: pap smears and annual preventive exams; breast/chest exams and mammogram referrals; menopause care; STI testing and treatment; HIV screening, testing, and PrEP for HIV prevention; treatment for UTIs and other infections; preconception counseling; pregnancy testing and all-options counseling; and informed consent gender affirming hormone care. We accept a wide range of insurance including Minnesota Medical Assistance and MinnesotaCare as well as State waiver programs such as the Minnesota Family Planning Program (MFPP) and SAGE. To ensure equitable access, we offer all services on a sliding fee scale and no one i
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IRS990/Form990PartVIISectionAGrp/PersonNm1Koa Mirai
IRS990/Form990PartVIISectionAGrp/PersonNm2Jaemi Hagen
IRS990/Form990PartVIISectionAGrp/PersonNm3Sally Nixon
IRS990/Form990PartVIISectionAGrp/PersonNm4Laureen Tews Harbert
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm6Abigail Henderson
IRS990/Form990PartVIISectionAGrp/PersonNm7Adrienne Dorn
IRS990/Form990PartVIISectionAGrp/PersonNm8Christine Reisdorf
IRS990/Form990PartVIISectionAGrp/PersonNm9Emmett Robertson
IRS990/Form990PartVIISectionAGrp/PersonNm10Erin Wilkins
IRS990/Form990PartVIISectionAGrp/PersonNm11Lucas Beck
IRS990/Form990PartVIISectionAGrp/PersonNm12Paul Bock
IRS990/Form990PartVIISectionAGrp/PersonNm13Willow Nichols
IRS990/Form990PartVIISectionAGrp/PersonNm14Anne Van Avery
IRS990/Form990PartVIISectionAGrp/PersonNm15Deborah Angelucci
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Past President (term ended in 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Finance and HR Director
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IRS990/MissionDesc0Family Tree Clinic's mission is to cultivate a healthy community through comprehensive sexual health care and education.
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IRS990/PrincipalOfficerNm0Anne Van Avery
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IRS990/ProgSrvcAccomActy2Grp/Desc0Health Education Program:Family Tree's Health Education program also saw an increase in participation in 2023. Our Health Education department fills in gaps in sex education for populations least likely to receive comprehensive and inclusive sex ed, and who may face barriers to quality healthcare services due to factors such as gender identity and sexual orientation discrimination, geographic barriers, cost, and structural racism. We provide comprehensive sexuality and healthy relationships education to youth and adults in schools, juvenile detention centers, and community locations. We teach lessons using the FLASH curriculum, developed in part by Family Tree, which is nationally recognized and proven effective in increasing participants' confidence to make safer sex choices. We also engage families through Parents are Sex Educators (PASE) lessons and Early Childhood Family Education (ECFE) classes. Additionally, we have expanded our programming and have contracted with St. Paul Public schools to be the sole provider of puberty classes for the district this year. Our Health Education department reaches 60% BIPOC youth and in 2023, served over 13,564 individuals through 733 classes.Our Health Education department also has programming specific to reaching intersectional Black communities with a focus on HIV prevention, parent sex education classes, and engaging community members in listening sessions. Feedback from the listening sessions is used to improve clinic services and inform strategies for increasing access to healthcare for Black and African American communities experiencing health disparities. Since 1979, Family Tree has operated the Minnesota Department of Health-funded MN Family Planning + STI Hotline (1-800-78-FACTS, www.sexualhealthmn.org). This is a statewide service providing free and confidential information about STIs, birth control, and family planning. The hotline receives calls from people all over the state as well as the country, and we have specific outreach programming dedicated to reaching rural areas of Minnesota. Individuals in rural areas may have specific barriers to care, especially to LGBTQ competent sexual and reproductive healthcare. The hotline serves as a bridging point to help callers find local clinics and give accurate information to help them make informed choices about their health. Through the hotline, we maintain a sexual and reproductive healthcare provider database and provide referrals to low-cost clinics in all 87 counties in Minnesota.In 2024, Family Tree Clinic will continue providing quality, affordable sexual health and education services to communities most impacted by health inequities. In addition to core programs, specific activities include:1. Provide reproductive and sexual health medical services reaching 3,000 unduplicated patients. Services are offered on a sliding-fee scale and include birth control, STI testing and treatment, hormone care, annual exams, etc.2. Provide 1,200 patients with testing for STIs through the clinic.3. Offer a full range of affordable, low-to no-cost birth control options to all, including long acting reversible contraception (LARC) methods.4. Provide medically accurate and age appropriate sexuality, healthy relationships, and puberty education for at least 12,000 unduplicated youth and families in schools, juvenile detention centers, and at community locations.5. Provide lessons to 1,500 youth in juvenile detention centers focused on STI/HIV prevention, consent, safer sex practices, and healthy relationships with Family Tree's Community Health Educators.6. Utilize Family Tree's trained MNsure Navigators on staff to assist uninsured patients with access to, and enrollment in, health coverage. 7. Enroll 200 individuals in the Minnesota Family Planning Program.8. Enhance patient access to HIV prevention resources including testing and PrEP, a daily pill that prevents transmission of HIV.9. Provide health resources and information to 10,000 commu
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.89$5.39$3.50$4.24$4.71$0.48
2023Detailed filing. Detailed filing data is available for this year.$10.1$6.08$3.97$3.83$4.01$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$6.06$4.15$3.85$4.27$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$4.32$4.57$4.65$3.70$0.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.52$2.93$5.79$3.10$2.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$1.59$0.23$3.06$2.80$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$1.43$0.03$2.51$2.58$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.50$1.43$0.07$1.99$2.38$0.39
2013Detailed filing. Detailed filing data is available for this year.$1.81$1.37$0.44$1.71$1.98$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$1.43$0.77$1.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$1.43$0.76$1.46