FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC (EIN 390808501) - 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

1912

Legal Domicile

Principal Officer

MARK EDMOND

Phone

9204583784

Tax Period

2023-01-01 to 2023-12-31

FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC, founded in 1912, is a small nonprofit in the Human Services sector that reported $509K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

FAMILY SERVICE ASSOCIATION OF SHEBOYGAN, INC. IS DEDICATED TO HELPING INDIVIDUALS AND FAMILIES MAINTAIN AND ACHIEVE FINANCIAL STABILITY AND IMPROVE THEIR QUALITY OF LIFE. WE ACCOMPLISH THIS AND ENHANCE THE COMMUNITY BY PROVIDING EDUCATION, COUNSELING, ADVOCACY, AND FINANCIAL MANAGEMENT PROGRAMS.

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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 $137,417

Program Service Revenue $351,225

Investment Income $15,824

Other Revenue $4,960

TOTAL REVENUE $509,426

Expense Breakdown

Grants Paid $0

Salaries & Benefits $366,425

Fundraising Expenses $25,305

Program Expenses $258,889

Other Expenses $188,691

TOTAL EXPENSES $555,116

Year-over-Year Comparison

	2023	2022	Change
Revenue	$509,426	$555,550	-0.1%
Expenses	$555,116	$538,330	+0.0%
Net Income	$-45,690	$17,220	-3.7%

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

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

$90,284

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW SWANSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL KUPLIC THROUGH DEC 23	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC ZUFELT THROUGH DEC 23	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMIE BURKART	TREASURER	1.00	Officer Director	$0	$0	$0
MICHELLE MEMMO	DIRECTOR	1.00	Director	$0	$0	$0
SARA SPICER	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN THIELKE	DIRECTOR	1.00	Director	$0	$0	$0
TONY WILTZIUS	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON KLAHN THROUGH JAN 23	DIRECTOR	1.00	Director	$0	$0	$0
DARYL MANGERI	EXECUTIVE DIRECTOR	20.00	Officer	$42,587	$5,110	$90,284

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	$509,426	$555,116	$946,586	$-45,690
2022	$555,550	$538,330	$983,900	$17,220
2021	$629,810	$614,262	$953,219	$15,548
2020	$658,990	$627,182	$900,531	$31,808
2019	$634,176	$679,548	$852,897	$-45,372
2018	$479,610	$634,472	$843,724	$-154,862

FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC