FOX VALLEY OLDER ADULT SERVICES

EIN: 362738669 501(c)(3)

SANDWICH, IL

Total Revenue
$3,647,638
Total Expenses
$3,315,176
Total Assets
$1,686,308
Net Assets
$1,097,417
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
IL
Principal Officer
Kym Kowalski
Phone
8157860122
Tax Period
2024-01-01 to 2024-12-31

FOX VALLEY OLDER ADULT SERVICES, founded in 1969, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Expenses of $3.3M left a modest 9% surplus.

Mission

THE MISSION OF FOX VALLEY OLDER ADULT SERVICES IS To enrich ones journey of life through a variety of programs and experiences. We envision a future in which seniors have access to a vibrant and supportive environment that enables them to live life to the fullest. We aim to be recognized for our exceptional programs and services that promote healthy aging, lifelong learning, and social engagement. Through collaboration with community partners, we strive to create a network of resources that empowers seniors to age in place with dignity, respect, and independence. Our ultimate goal is to be a catalyst for positive change in the lives of seniors and to inspire others to join us in our missionFox Valley Older Adult Services (FVOAS) is dedicated to fostering independent living for older adults and their younger counterparts through comprehensive services aimed at preventing premature nursing home residency. The organization operates a regional senior center in Sandwich, Illinois, and offer

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $252,865
Program Service Revenue $3,260,222
Investment Income $0
Other Revenue $134,551
TOTAL REVENUE $3,647,638

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,574,866
Fundraising Expenses $137,247
Program Expenses $2,753,324
Other Expenses $740,310
TOTAL EXPENSES $3,315,176

Year-over-Year Comparison

2024 2023 Change
Revenue $3,647,638 $3,483,011 +0.0%
Expenses $3,315,176 $3,354,898 0.0%
Net Income $332,462 $128,113 +1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
8
Employees
179
Volunteers
170

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
6
$115,630
Total Directors
9
$55,823
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kara Trost Executive Dir. 40.00
Officer
$59,807 $0 $59,807
Suzanne Kinsey FORMER EX DIREC 40.00
Officer Director
$55,823 $0 $55,823
Rhonda Aubart President 10.00
Officer Director
$0 $0 $0
Craig Elliott Vice President 10.00
Officer Director
$0 $0 $0
Kym Kowalski Treasurer 10.00
Officer Director
$0 $0 $0
Lanette Yingling Secretary 10.00
Officer Director
$0 $0 $0
Dawn Weekly Director 2.00
Director
$0 $0 $0
Sherry Paul Director 2.00
Director
$0 $0 $0
George Daniel Director 2.00
Director
$0 $0 $0
Virgil Beukelman Director 2.00
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
2024 $3,647,638 $3,315,176 $1,686,308 $332,462
2023 $3,483,011 $3,354,898 $1,351,532 $128,113
2022 $3,088,587 $2,739,720 $1,134,535 $348,867
2021 $2,148,644 $2,392,590 $729,611 $-243,946
2020 $2,223,920 $1,829,546 $986,975 $394,374
2019 $1,966,302 $2,038,144 $595,082 $-71,842
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