FAMILY PROMISE OF WASHINGTON COUNTY INC (EIN 270740203) - 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

2009

Legal Domicile

Principal Officer

LORI PRESCOTT

Phone

2623539304

Tax Period

2023-01-01 to 2023-12-31

FAMILY PROMISE OF WASHINGTON COUNTY INC, founded in 2009, is a community nonprofit in the Housing & Shelter sector that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 69% operating margin.

Mission

PROVIDE RESOURCES AND SERVICES TO EMPOWER HOMELESS FAMILIES AND INDIVIDUALS OF WASHINGTON COUNTY WISCONSIN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,887,745

Program Service Revenue $0

Investment Income $85,699

Other Revenue $-10,801

TOTAL REVENUE $3,962,643

Expense Breakdown

Grants Paid $0

Salaries & Benefits $676,965

Fundraising Expenses $49,431

Program Expenses $999,188

Other Expenses $549,337

TOTAL EXPENSES $1,226,302

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,962,643	$1,999,558	+1.0%
Expenses	$1,226,302	$1,166,281	+0.1%
Net Income	$2,736,341	$833,277	+2.3%

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

1300

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

$124,013

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK NOVOTNY	PRESIDENT	1.00	Officer Director	$0	$0	$0
KOREEN GRUBE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FRANCIE STONE	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHELLE MCFARLAND	TREASURER	1.00	Officer Director	$0	$0	$0
WENDY HEATHER	DIRECTOR	1.00	Director	$0	$0	$0
JENANN BAUER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE CARTER	DIRECTOR	1.00	Director	$0	$0	$0
JASON ESPOSITO	DIRECTOR	1.00	Director	$0	$0	$0
TRENT HALVORSEN	DIRECTOR	1.00	Director	$0	$0	$0
JON FRANCE	DIRECTOR	1.00	Director	$0	$0	$0
BRYCE GANNON	DIRECTOR	1.00	Director	$0	$0	$0
PETER GO	DIRECTOR	1.00	Director	$0	$0	$0
JON GRAPENGIESER	DIRECTOR	1.00	Director	$0	$0	$0
DAVE ERTMER	DIRECTOR	1.00	Director	$0	$0	$0
KERRY HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
OLGA KOZLOVA	DIRECTOR	1.00	Director	$0	$0	$0
KEN MEULER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN NOVALES	DIRECTOR	1.00	Director	$0	$0	$0
JENNY SHEEHY RINDT	DIRECTOR	1.00	Director	$0	$0	$0
LORI PRESCOTT	EXECUTIVE DIRECTOR	40.00	Officer	$124,013	$0	$124,013

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
2024	No data	No data	No data	No data
2023	$3,962,643	$1,226,302	$6,893,955	$2,736,341
2022	$1,999,558	$1,166,281	$4,022,492	$833,277
2021	$1,387,793	$943,702	$3,390,072	$444,091
2020	$1,566,469	$1,132,974	$2,921,263	$433,495
2019	$1,038,281	$995,109	$2,482,850	$43,172
2018	$1,015,609	$971,297	$2,409,923	$44,312

FAMILY PROMISE OF WASHINGTON COUNTY INC