Civic Intelligence

Family Resources Inc.

990 • Fiscal year 2019 • EIN 23-7146873

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 04, 2020

5180 62nd Avenue NorthPinellas Park, FL 33781

(727) 521-5200

Siviq Scores

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

Liabilities / Assets

60th percentile

0.25x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.22x

Higher debt load relative to revenue than 57% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

44th percentile

1.3%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

67th percentile

$165,883

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

35th percentile

-0.3%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-5.2%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Down

$7,712,604

Down $22,618 (-0.3%) from 2018

Net Assets

Up

$5,800,312

Up $92,185 (+1.6%) from 2018

Liabilities

Down

$1,912,292

Down $114,803 (-5.7%) from 2018

Revenue

Down

$8,703,272

Down $476,478 (-5.2%) from 2018

Expenses

Down

$8,591,965

Down $250,185 (-2.8%) from 2018

Net Income

Down

$111,307

Down $226,293 (-67%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $8,875,315Liabilities 2010: $3,172,444Net Assets 2010: $5,702,8712010Assets 2011: $8,587,374Liabilities 2011: $3,146,023Net Assets 2011: $5,441,3512011Assets 2012: $7,520,848Liabilities 2012: $2,788,821Net Assets 2012: $4,732,0272012Assets 2013: $8,225,171Liabilities 2013: $2,646,995Net Assets 2013: $5,578,1762013Assets 2014: $8,080,106Liabilities 2014: $2,456,859Net Assets 2014: $5,623,2472014Assets 2017: $7,402,679Liabilities 2017: $2,040,254Net Assets 2017: $5,362,4252017Assets 2018: $7,735,222Liabilities 2018: $2,027,095Net Assets 2018: $5,708,1272018Assets 2019: $7,712,604Liabilities 2019: $1,912,292Net Assets 2019: $5,800,3122019Assets 2020: $8,890,473Liabilities 2020: $3,183,154Net Assets 2020: $5,707,3192020Assets 2021: $9,034,962Liabilities 2021: $2,263,327Net Assets 2021: $6,771,6352021Assets 2022: $8,866,537Liabilities 2022: $1,771,186Net Assets 2022: $7,095,3512022Assets 2024: $11,871,828Liabilities 2024: $1,375,204Net Assets 2024: $10,496,6242024

Highlighted filing

2019

Assets$7,712,604
Liabilities$1,912,292
Net Assets$5,800,312

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,590,8862010Expenses 2011: $7,768,6002011Expenses 2012: $6,068,9792012Expenses 2013: $6,111,9792013Revenue 2014: $6,418,617Expenses 2014: $6,373,546Net Income 2014: $45,0712014Revenue 2017: $9,463,367Expenses 2017: $9,093,848Net Income 2017: $369,5192017Revenue 2018: $9,179,750Expenses 2018: $8,842,150Net Income 2018: $337,6002018Revenue 2019: $8,703,272Expenses 2019: $8,591,965Net Income 2019: $111,3072019Revenue 2020: $8,265,233Expenses 2020: $8,340,821Net Income 2020: -$75,5882020Revenue 2021: $9,311,527Expenses 2021: $8,265,434Net Income 2021: $1,046,0932021Revenue 2022: $8,265,618Expenses 2022: $7,851,572Net Income 2022: $414,0462022Revenue 2024: $10,609,167Expenses 2024: $8,745,399Net Income 2024: $1,863,7682024

Highlighted filing

2019

Revenue$8,703,272
Expenses$8,591,965
Net Income$111,307
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 4, 2020
Return Version
2018v3.2
Gross Receipts
$8,712,430
Mission and Program Overview

Mission

To strengthen families and build better communities by providing prevention, support, and counseling services to children, teens, and families. Part iii - additional information family counseling parents and youth ages 6-17 can receive counseling services designed to improve relationships so they are more confident and satisfied with their lives. Family counselors are licensed or master level clinicians ensuring individuals and families receive the highest quality of service. Counseling services are confidential and provided in a welcoming office environment. The immediate goal of family crisis intervention is to address the issues precipitating the crisis. The family counselor works with the family to identify possible resolutions to the problem and reduce the degree of stress between family members. Safe2b - you and me safe2b - you and me is a family resources community education program offered to teens and adults ages 15 to 25. The goal of the safe2b - you and me is to educate yout

To strengthen families and build better communities by providing prevention, support, and counseling services to children, teens, and families. Part iii - additional information family counseling parents and youth ages 6-17 can receive counseling services designed to improve relationships so they are more confident and satisfied their lives. Family counselors are licensed or master level clinicians ensuring individuals and families receive the highest quality of service. Counseling services are confidential and provided in a welcoming office environment. The immediate goal of family crisis intervention is to address the issues precipitating the crisis. The family counselor works with the family to identify possible resolutions to the problem and reduce the degree of stress between family members. Safe2b - you and me safe2b - you and me is a family resources community education program offered to teens and adults ages 15 to 25. The goal of the safe2b - you and me program mis the educate

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,899,123$4,636,740▼ $262,383
Cash and Non-Interest-Bearing Accounts$1,649,255$1,987,246▲ $337,991
Pledges and Grants Receivable$1,003,610$881,376▼ $122,234
Investments in Publicly Traded Securities$141,525$145,343▲ $3,818
Prepaid Expenses and Deferred Charges$24,665$53,010▲ $28,345
Total Assets$7,735,222$7,712,604▼ $22,618
Other Assets Total$17,044$8,889▼ $8,155
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,257,500$1,089,834▼ $167,666
Accounts Payable and Accrued Expenses$763,930$793,403▲ $29,473
Deferred Revenue$5,665$18,035▲ $12,370
Other Liabilities-$11,020-
Total Liabilities$2,027,095$1,912,292▼ $114,803
Net Assets / Fund Balance
Unrestricted Net Assets$4,963,981$5,144,929▲ $180,948
Temporarily Rstr Net Assets$744,146$655,383▼ $88,763
Total Net Assets Fund Balance$5,708,127$5,800,312▲ $92,185
Total Liabilities and Net Assets / Fund Balance$7,735,222$7,712,604▼ $22,618

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,480,929$4,150,541$7,631,470
Land$988,259-$988,259
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa M Davis Ph DPresident/ceFT$165,883$165,883
Lisa M Davis Ph DPresident/CEO-$165,883$165,883

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$8,643,973
Program Service Revenue
$34,187
Investment Income
$4,872
Other Revenue
$20,240
All Other Contributions
$68,605
Change in Net Assets
$111,307

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,703,272
Revenue Not Reported on Form 990
$164,499
Total Revenue per Audited Statements
$8,867,771
Total Revenue per Form 990
$8,703,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,717,598
Other Expenses$3,874,367
Total Fundraising Expense$17,691
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,305,929$478,010-$3,783,939
Fees for Services Other$2,328,675$35,333$12,894$2,376,902
Payroll Taxes$332,648$40,151-$372,799
Depreciation Depletion$298,375$55,963-$354,338
Other Employee Benefits$254,991$24,741-$279,732
Office Expenses$230,533$38,049$1,373$269,955
Occupancy$184,218$20,654-$204,872
Current Officers, Directors, Trustees, and Key Employees$144,928$20,955-$165,883
All Other Expenses$98,659$16,679$2,992$118,330
Pension Plan Contributions$87,180$28,065-$115,245
Insurance$78,331$24,261-$102,592
Travel$58,990$1,118-$60,108
Other Expenses$42,705$2,527$60$45,232
Interest$33,121$11,325-$44,446
Total Functional Expenses$7,748,480$825,794$17,691$8,591,965

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,756,464
Expenses per Audited Statements$8,591,965
Total Expenses per Form 990$8,591,965
Expenses Not Reported on Form 990$164,499
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,398
Fundraising Direct Expenses$9,158
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Manatee Golf to$29,398$29,398$9,158$20,240
Total Events$29,398$29,398$9,158$20,240
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$11,020
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is provided to the board for review prior to filing.

Form 990, Page 6, Part VI, Line 12C

At each board meeting, a general inquiry is made as to whether any board members has made a change in their business or other relationships that could potentially create a conflict.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Family Resources Inc
EIN
23-7146873
Phone
7275215200
Address
5180 62ND AVENUE NORTH, PINELLAS PARK, FL 33781

Signing Officer

Name
Lisa M Davis Ph D
Title
President/CEO
Phone
7275215200
Signed
2020-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa M Davis Ph D
Formed
1970
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
189
Volunteers
50

Preparer

Firm
Frscpa Pllc
Address
1301 66TH ST N, SAINT PETERSBURG, FL 33710-5501
Preparer
Paul E Horowitz
Phone
7273471120
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To strengthen families and build better communities by providing prevention, support, and counseling services to children, teens, and families. Part iii - additional information family counseling parents and youth ages 6-17 can receive counseling services designed to improve relationships so they are more confident and satisfied their lives. Family counselors are licensed or master level clinicians ensuring individuals and families receive the highest quality of service. Counseling services are confidential and provided in a welcoming office environment. The immediate goal of family crisis intervention is to address the issues precipitating the crisis. The family counselor works with the family to identify possible resolutions to the problem and reduce the degree of stress between family members. Safe2b - you and me safe2b - you and me is a family resources community education program offered to teens and adults ages 15 to 25. The goal of the safe2b - you and me program mis the educate youth and young adults on healthy relationships. Our safe2b - you and me program provides: relationship education utilizing evidenced-based curricula, insight and understanding of a true healthy relationship, education on how to engage in a safe and healthy relationship that is free of violence, unintended or early pregnancies and subsequent divorce. Youth enrichment program the youth enrichment program is a licensed after school and summer program offered at two sites in pinellas county for youth ages 6-14. This program provides quality programming in a safe and caring environment. The focus of this program is youth enrichment through better preparation for academic success, real-life learning and character-building, building stronger community connections and providing opportunity for diverse learning experiences through the arts, sciences, etc. Child care food program the child care food program (ccfp) provides financial support to licensed family child care providers in pinellas, hillsborough, pasco, and hernando counties and reimburses them for serving nutritious meals and snacks to children in their care. This program is funded by the u.s. Department of agriculture and is administered in florida by the department of health, bureau of childcare. Trauncy programs three separate programs (certain, eicm, icm) provide intensive case management and counseling services for youth who are experiencing truancuy issues. The goal is to work with youths and families to identify barriers to school attendance and academic success. Once identified, we work closely with the youth to eliminate these barriers so they stay engaged in school, continue on a path of self-betterment, and are less likely to end up in delinquency situations. Snap snap is a free 13-week group program that helps children ages 6-11 and their parents learn how to effectively manage their emotions and keep problems small. The primary goal of the snap program is to help children stop and think before they act while empowering them to create improved family relationships, positive social interactions, and success in school.

Form 990, Part IX, Line 11G

Contract services 103,820 15,567 12,894 contract services 91,493 0 0 contract services 2,127,724 0 0 professional fees 2,921 19,766 0 professional fees 2,486 0 0 professional fees 231 0 0 total 2,328,675 35,333 12,894

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IRS990/ProgSrvcAccomActy3Grp/Desc0CHILD CARE FOOD PROGRAM - PROVIDES FINANCIAL SUPPORT TO LICENSED FAMILY CHILD CARE PROVIDERS BY REIMBURSING THEM FOR SERVING NUTRITIOUS MEALS AND SNACKS TO CHILDREN IN THEIR CARE.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA M DAVIS PH D
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO STRENGTHEN FAMILIES AND BUILD BETTER COMMUNITIES BY PROVIDING PREVENTION, SUPPORT, AND COUNSELING SERVICES TO CHILDREN, TEENS, AND FAMILIES. PART III - ADDITIONAL INFORMATION FAMILY COUNSELING PARENTS AND YOUTH AGES 6-17 CAN RECEIVE COUNSELING SERVICES DESIGNED TO IMPROVE RELATIONSHIPS SO THEY ARE MORE CONFIDENT AND SATISFIED THEIR LIVES. FAMILY COUNSELORS ARE LICENSED OR MASTER LEVEL CLINICIANS ENSURING INDIVIDUALS AND FAMILIES RECEIVE THE HIGHEST QUALITY OF SERVICE. COUNSELING SERVICES ARE CONFIDENTIAL AND PROVIDED IN A WELCOMING OFFICE ENVIRONMENT. THE IMMEDIATE GOAL OF FAMILY CRISIS INTERVENTION IS TO ADDRESS THE ISSUES PRECIPITATING THE CRISIS. THE FAMILY COUNSELOR WORKS WITH THE FAMILY TO IDENTIFY POSSIBLE RESOLUTIONS TO THE PROBLEM AND REDUCE THE DEGREE OF STRESS BETWEEN FAMILY MEMBERS. SAFE2B - YOU AND ME SAFE2B - YOU AND ME IS A FAMILY RESOURCES COMMUNITY EDUCATION PROGRAM OFFERED TO TEENS AND ADULTS AGES 15 TO 25. THE GOAL OF THE SAFE2B - YOU AND ME PROGRAM MIS THE EDUCATE YOUTH AND YOUNG ADULTS ON HEALTHY RELATIONSHIPS. OUR SAFE2B - YOU AND ME PROGRAM PROVIDES: RELATIONSHIP EDUCATION UTILIZING EVIDENCED-BASED CURRICULA, INSIGHT AND UNDERSTANDING OF A TRUE HEALTHY RELATIONSHIP, EDUCATION ON HOW TO ENGAGE IN A SAFE AND HEALTHY RELATIONSHIP THAT IS FREE OF VIOLENCE, UNINTENDED OR EARLY PREGNANCIES AND SUBSEQUENT DIVORCE. YOUTH ENRICHMENT PROGRAM THE YOUTH ENRICHMENT PROGRAM IS A LICENSED AFTER SCHOOL AND SUMMER PROGRAM OFFERED AT TWO SITES IN PINELLAS COUNTY FOR YOUTH AGES 6-14. THIS PROGRAM PROVIDES QUALITY PROGRAMMING IN A SAFE AND CARING ENVIRONMENT. THE FOCUS OF THIS PROGRAM IS YOUTH ENRICHMENT THROUGH BETTER PREPARATION FOR ACADEMIC SUCCESS, REAL-LIFE LEARNING AND CHARACTER-BUILDING, BUILDING STRONGER COMMUNITY CONNECTIONS AND PROVIDING OPPORTUNITY FOR DIVERSE LEARNING EXPERIENCES THROUGH THE ARTS, SCIENCES, ETC. CHILD CARE FOOD PROGRAM THE CHILD CARE FOOD PROGRAM (CCFP) PROVIDES FINANCIAL SUPPORT TO LICENSED FAMILY CHILD CARE PROVIDERS IN PINELLAS, HILLSBOROUGH, PASCO, AND HERNANDO COUNTIES AND REIMBURSES THEM FOR SERVING NUTRITIOUS MEALS AND SNACKS TO CHILDREN IN THEIR CARE. THIS PROGRAM IS FUNDED BY THE U.S. DEPARTMENT OF AGRICULTURE AND IS ADMINISTERED IN FLORIDA BY THE DEPARTMENT OF HEALTH, BUREAU OF CHILDCARE. TRAUNCY PROGRAMS THREE SEPARATE PROGRAMS (CERTAIN, EICM, ICM) PROVIDE INTENSIVE CASE MANAGEMENT AND COUNSELING SERVICES FOR YOUTH WHO ARE EXPERIENCING TRUANCUY ISSUES. THE GOAL IS TO WORK WITH YOUTHS AND FAMILIES TO IDENTIFY BARRIERS TO SCHOOL ATTENDANCE AND ACADEMIC SUCCESS. ONCE IDENTIFIED, WE WORK CLOSELY WITH THE YOUTH TO ELIMINATE THESE BARRIERS SO THEY STAY ENGAGED IN SCHOOL, CONTINUE ON A PATH OF SELF-BETTERMENT, AND ARE LESS LIKELY TO END UP IN DELINQUENCY SITUATIONS. SNAP SNAP IS A FREE 13-WEEK GROUP PROGRAM THAT HELPS CHILDREN AGES 6-11 AND THEIR PARENTS LEARN HOW TO EFFECTIVELY MANAGE THEIR EMOTIONS AND KEEP PROBLEMS SMALL. THE PRIMARY GOAL OF THE SNAP PROGRAM IS TO HELP CHILDREN STOP AND THINK BEFORE THEY ACT WHILE EMPOWERING THEM TO CREATE IMPROVED FAMILY RELATIONSHIPS, POSITIVE SOCIAL INTERACTIONS, AND SUCCESS IN SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH BOARD MEETING, A GENERAL INQUIRY IS MADE AS TO WHETHER ANY BOARD MEMBERS HAS MADE A CHANGE IN THEIR BUSINESS OR OTHER RELATIONSHIPS THAT COULD POTENTIALLY CREATE A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACT SERVICES 103,820 15,567 12,894 CONTRACT SERVICES 91,493 0 0 CONTRACT SERVICES 2,127,724 0 0 PROFESSIONAL FEES 2,921 19,766 0 PROFESSIONAL FEES 2,486 0 0 PROFESSIONAL FEES 231 0 0 TOTAL 2,328,675 35,333 12,894
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$1.38$10.5$10.6$8.75$1.86
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.87$1.77$7.10$8.27$7.85$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.03$2.26$6.77$9.31$8.27$1.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$3.18$5.71$8.27$8.34$0.08
2019Detailed filing. Detailed filing data is available for this year.$7.71$1.91$5.80$8.70$8.59$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$2.03$5.71$9.18$8.84$0.34
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$2.04$5.36$9.46$9.09$0.37
2014Detailed filing. Detailed filing data is available for this year.$8.08$2.46$5.62$6.42$6.37$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.23$2.65$5.58$6.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.52$2.79$4.73$6.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$3.15$5.44$7.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.88$3.17$5.70$7.59