Civic Intelligence

Family Values Resource Institute Inc

EIN 72-1415039 • 501(c)3 • Baton Rouge, LA

Profile

Family values resource institute exists to meet the various needs of underserved communities.

Post Office Box 74403Baton Rouge, LA 70874

www.family-values.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.31x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

15.81x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

54th percentile

3.8%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

-1.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-5.4%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$447,590

Down $4,367 (-1.0%) from 2023

Liabilities

Down

$584,465

Down $5,778 (-1.0%) from 2023

Net Assets

Up

-$136,875

Up $1,411 (+1.0%) from 2023

Revenue

Down

$36,959

Down $2,092 (-5.4%) from 2023

Expenses

Down

$35,548

Down $46,227 (-57%) from 2023

Net Income

Up

$1,411

Up $44,135 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2011: $400,431Liabilities 2011: $7,6402011Assets 2012: $510,592Liabilities 2012: $24Net Assets 2012: $510,5682012Assets 2013: $471,733Liabilities 2013: $3,539Net Assets 2013: $468,1942013Assets 2015: $392,911Liabilities 2015: $228,875Net Assets 2015: $164,0362015Assets 2016: $448,416Liabilities 2016: $284,468Net Assets 2016: $163,9482016Assets 2017: $396,635Liabilities 2017: $206,467Net Assets 2017: $190,1682017Assets 2019: $429,188Liabilities 2019: $295,635Net Assets 2019: $133,5532019Assets 2020: $378,265Liabilities 2020: $468,617Net Assets 2020: -$90,3522020Assets 2021: $313,475Liabilities 2021: $537,095Net Assets 2021: -$223,6202021Assets 2022: $351,044Liabilities 2022: $116,083Net Assets 2022: $234,9612022Assets 2023: $451,957Liabilities 2023: $590,243Net Assets 2023: -$138,2862023Assets 2024: $447,590Liabilities 2024: $584,465Net Assets 2024: -$136,8752024

Highlighted filing

2024

Assets$447,590
Liabilities$584,465
Net Assets-$136,875

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $131,245Expenses 2011: $98,681Net Income 2011: $32,5642011Expenses 2012: $346,1652012Revenue 2013: $837,856Expenses 2013: $880,230Net Income 2013: -$42,3742013Revenue 2015: $600,445Expenses 2015: $736,931Net Income 2015: -$136,4862015Revenue 2016: $512,621Expenses 2016: $512,709Net Income 2016: -$882016Revenue 2017: $593,711Expenses 2017: $541,276Net Income 2017: $52,4352017Revenue 2019: $460,601Expenses 2019: $462,209Net Income 2019: -$1,6082019Revenue 2020: $392,945Expenses 2020: $616,850Net Income 2020: -$223,9052020Revenue 2021: $136,933Expenses 2021: $270,201Net Income 2021: -$133,2682021Revenue 2022: $168,608Expenses 2022: $120,903Net Income 2022: $47,7052022Revenue 2023: $39,051Expenses 2023: $81,775Net Income 2023: -$42,7242023Revenue 2024: $36,959Expenses 2024: $35,548Net Income 2024: $1,4112024

Highlighted filing

2024

Revenue$36,959
Expenses$35,548
Net Income$1,411

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 26, 2025
Return Version
2024v5.2
Gross Receipts
$36,959
Mission and Program Overview

Mission

Family values resource institute exists to meet the various needs of underserved communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$447,381$447,136▼ $245
Loans From Officers Directors$47,384$47,384→ $0
Cash and Non-Interest-Bearing Accounts$3,751$454▼ $3,297
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$451,957$447,590▼ $4,367
Other Assets Total$825$0▼ $825
Liabilities
Mortgage Notes Payable Secured by Investment Property$484,278$474,895▼ $9,383
Accounts Payable and Accrued Expenses$58,581$62,186▲ $3,605
Total Liabilities$590,243$584,465▼ $5,778
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-138,286$-136,875▲ $1,411
Total Net Assets Fund Balance$-138,286$-136,875▲ $1,411
Total Liabilities and Net Assets / Fund Balance$451,957$447,590▼ $4,367

Asset Categories

AssetBook ValueDepreciationBasis
Land$330,000-$330,000
Other Land Buildings$-6,406$119,887$113,481
Equipment$368$5,543$5,911
Buildings$123,174$-123,174-
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$32,586
Program Service Revenue
$0
Investment Income
$3,475
Other Revenue
$898
All Other Contributions
$32,586
Change in Net Assets
$1,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,548
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$21,576-$21,576
Fees for Services Accounting-$5,288-$5,288
All Other Expenses-$2,775-$2,775
Other Expenses-$769-$769
Information Technology-$375-$375
Depreciation Depletion-$245-$245
Total Functional Expenses$0$35,548$0$35,548
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$47,384$47,384→ $0
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Family Values Resource Institue Inc
EIN
72-1415039
Phone
2253599001
Address
POST OFFICE BOX 74403, BATON ROUGE, LA 70874

Signing Officer

Name
Barbara J Thomas
Title
CFO
Signed
2025-06-26
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
La
Voting Board Members
8
Independent Board Members
8
Employees
8

Preparer

Firm
Garrety and Associates Cpas
Address
11816 SUNRAY AVE, BATON ROUGE, LA 70816
Preparer
Bryon C Garrety CPA
Phone
2252917011
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0202424
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032586
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021493
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090207
IRS990ScheduleA/Total509Grp/TotalAmt0202424
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021493
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090207
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0202424
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0123174
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0-123174
IRS990ScheduleD/EquipmentGrp/BookValueAmt0368
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05543
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05911
IRS990ScheduleD/LandGrp/BookValueAmt0330000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0330000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-6406
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0119887
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0113481
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0447136
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0451957
IRS990/TotalAssetsEOYAmt0447590
IRS990/TotalAssetsGrp/BOYAmt0451957
IRS990/TotalAssetsGrp/EOYAmt0447590
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt032586
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035548
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt035548
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0590243
IRS990/TotalLiabilitiesEOYAmt0584465
IRS990/TotalLiabilitiesGrp/BOYAmt0590243
IRS990/TotalLiabilitiesGrp/EOYAmt0584465
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-138286
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-136875
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04373
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt036959
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0451957
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0447590
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0POST OFFICE BOX 74403
IRS990/USAddress/CityNm0BATON ROUGE
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070874
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.family-values.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA J THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAMILY VALUES RESOURCE INSTITUE INC
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0721415039
ReturnHeader/Filer/PhoneNum02253599001
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 74403
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070874
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721510008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARRETY AND ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011816 SUNRAY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATON ROUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070816
ReturnHeader/PreparerPersonGrp/PhoneNum02252917011
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYON C GARRETY CPA
ReturnHeader/ReturnTs02025-06-26T16:28:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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