FAMILY SERVICES OF NORTHEAST WI INC (EIN 390827320) - 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

1899

Legal Domicile

Principal Officer

LETESHA NELSON

Phone

9204364360

Tax Period

2024-01-01 to 2024-12-31

FAMILY SERVICES OF NORTHEAST WI INC, founded in 1899, is a mid-sized nonprofit in the Human Services sector that reported $24.0M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

PROTECT. HEAL. CARE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $20,424,150

Program Service Revenue $2,684,064

Investment Income $840,331

Other Revenue $98,853

TOTAL REVENUE $24,047,398

Expense Breakdown

Grants Paid $188,623

Salaries & Benefits $19,245,314

Fundraising Expenses $613,359

Program Expenses $20,435,604

Other Expenses $4,480,177

TOTAL EXPENSES $23,914,114

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,047,398	$20,644,920	+0.2%
Expenses	$23,914,114	$20,974,108	+0.1%
Net Income	$133,284	$-329,188	-1.4%

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

469

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

$914,952

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTY MANEY	PAST CHAIR (TERMED 05/2024)	1.00	Officer Director	$0	$0	$0
STACIE GRIES	PAST VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN BARANCZYK	CHAIR	1.00	Officer Director	$0	$0	$0
TONY STEFFEK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JIM FILTER	TREASURER (TERMED 05/2024)	1.00	Officer Director	$0	$0	$0
GWEN CHRISTENSEN	TREASURER	1.00	Officer Director	$0	$0	$0
RASHAD COBB	SECRETARY	1.00	Officer Director	$0	$0	$0
JENENE CALLOWAY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
BRIAN FIGUEROA	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JILL MURPHY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
TRACY CAPOMACCIO	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE LA COMBE	DIRECTOR	1.00	Director	$0	$0	$0
TODD DELAIN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER GARCEAU	DIRECTOR (TERMED 05/2024)	1.00	Director	$0	$0	$0
ALONZO KELLY	DIRECTOR	1.00	Director	$0	$0	$0
CHAD LEVANETZ	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LIEGL	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN MERRITT	DIRECTOR	1.00	Director	$0	$0	$0
BOB MONROE	DIRECTOR	1.00	Director	$0	$0	$0
JIM NELSON	DIRECTOR	1.00	Director	$0	$0	$0
STACEY STECKER	DIRECTOR	1.00	Director	$0	$0	$0
HAROON SYED	DIRECTOR	1.00	Director	$0	$0	$0
CHAD WARPINSKI	DIRECTOR	1.00	Director	$0	$0	$0
JOE WEBB	DIRECTOR	1.00	Director	$0	$0	$0
LOIS MISCHLER	PRESIDENT/CEO	45.00	Officer	$175,593	$35,436	$211,029
ANGELA STEUCK	VICE PRESIDENT	45.00	Officer	$121,166	$32,151	$153,317
TANA KOSS	VICE PRESIDENT	45.00	Officer	$119,819	$8,672	$128,491
MICHELLE PIERQUET-HOHNER	VICE PRESIDENT	45.00	Officer	$103,651	$33,671	$137,322
BRADLEY KLINGSPORN	CFO	45.00	Officer	$111,389	$25,521	$136,910
CHARM DER	VICE PRESIDENT	45.00	Officer	$63,047	$0	$63,047
NANCY VAN DEKREEKE	VICE PRESIDENT (TERMED 12/2024)	45.00	Officer	$51,144	$33,692	$84,836
JAMES DRAKE	THERAPIST	40.00	Highest	$136,431	$21,218	$157,649

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	$24,047,398	$23,914,114	$20,281,416	$133,284
2023	$20,644,920	$20,974,108	$19,727,491	$-329,188
2022	$18,718,191	$18,632,629	$19,066,714	$85,562
2021	$18,504,506	$16,941,170	$20,431,269	$1,563,336
2020	$15,899,363	$16,063,177	$20,258,615	$-163,814
2019	$16,460,295	$15,614,143	$17,386,385	$846,152
2018	$15,922,642	$15,485,523	$15,439,789	$437,119

FAMILY SERVICES OF NORTHEAST WI INC