ASCEND SERVICES INC

EIN: 390988532 501(c)(3) Health Care

MANITOWOC, WI

Total Revenue
$4,293,405
Total Expenses
$3,338,039
Total Assets
$6,753,217
Net Assets
$6,473,550
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
WI
Principal Officer
KIM ROONEY
Phone
9206824663
Tax Period
2023-01-01 to 2023-12-31

ASCEND SERVICES INC, founded in 1957, is a community nonprofit in the Health Care sector that reported $4.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $955K, a strong 22% operating margin.

Mission

THE MISSION OF ASCEND SERVICES, INC., IS TO PROMOTE INDIVIDUAL GROWTH THROUGH COMMUNITY EXPERIENCES, EDUCATION AND EMPLOYMENT OPPORTUNITIES.

Program Service Accomplishments

Program 1
Expenses: $1,184,421 Revenue: $1,267,105

PREVOCATIONAL SERVICES ARE DESIGNED TO PROVIDE TRAINING, SKILL BUILDING, ON-THE-JOB EXPERIENCE AND OTHER ACTIVITIES TO PARTICIPANTS WHO ARE PREPARING FOR INTEGRATED EMPLOYMENT OR, WHO DO NOT DESIRE...

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PREVOCATIONAL SERVICES ARE DESIGNED TO PROVIDE TRAINING, SKILL BUILDING, ON-THE-JOB EXPERIENCE AND OTHER ACTIVITIES TO PARTICIPANTS WHO ARE PREPARING FOR INTEGRATED EMPLOYMENT OR, WHO DO NOT DESIRE TO WORK IN INTEGRATED EMPLOYMENT AT THIS TIME. WE RECEIVE REFERRALS AND FUNDING THROUGH LAKELAND CARE, INC., IRIS, COMMUNITY CARE INC., INCLUSA, MY CHOICE, OR THE MANITOWOC COUNTY HUMAN SERVICES DEPARTMENT.INDIVIDUALIZED PLANS ARE CENTERED ON THE INDIVIDUAL'S STRENGTHS AND ABILITIES. THESE PLANS ARE INTENDED TO PROVIDE THE TOOLS AND SUPPORTS PARTICIPANTS NEED TO REACH THEIR IDENTIFIED GOALS. THESE SUPPORT SERVICES ENABLED 104 PARTICIPANTS TO PURSUE VOCATIONAL GOALS WHILE EARNING WAGES.

Program 2
Expenses: $332,457 Revenue: $440,796

DAY SERVICES OFFERS SOCIAL, EDUCATIONAL, VOCATIONAL AND RECREATIONAL ACTIVITIES TO 45 PARTICIPANTS. THE OBJECTIVE IS TO ENCOURAGE GROWTH AND A TRUE SENSE OF COMMUNITY THROUGH MEANINGFUL ACTIVITIES...

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DAY SERVICES OFFERS SOCIAL, EDUCATIONAL, VOCATIONAL AND RECREATIONAL ACTIVITIES TO 45 PARTICIPANTS. THE OBJECTIVE IS TO ENCOURAGE GROWTH AND A TRUE SENSE OF COMMUNITY THROUGH MEANINGFUL ACTIVITIES THAT FOSTER FUNCTIONAL LIFE SKILLS. WE RECEIVE REFERRALS AND FUNDING THROUGH LAKELAND CARE, INC.,IRIS, COMMUNITY CARE INC., INCLUSA, OR MY CHOICE.INDIVIDUALIZED PLANS ARE CENTERED ON THE INDIVIDUAL'S STRENGTHS AND ABILITIES.THESE PLANS ARE INTENDED TO PROVIDE THE TOOLS AND SUPPORTS PARTICIPANTS NEED TO REACH THEIR IDENTIFIED GOALS. THEY ARE ALSO DESIGNED TO ESTABLISH DAILY ACTIVITIES THAT PROMOTE FUNCTIONAL SKILL DEVELOPMENT WHILE FOSTERING THE INDIVIDUAL'S SENSE OF BELONGING AND DEVELOPING GOOD, STRONG RELATIONSHIPS.

Program 3
Expenses: $483,611 Revenue: $1,270,105

COMMUNITY EMPLOYMENT SERVICES IS DESIGNED TO ASSIST INDIVIDUALS WITH DISABILITIES CHOOSE, OBTAIN AND RETAIN EMPLOYMENT IN THE COMMUNITY. WE RECEIVE OUR REFERRALS FROM THE DIVISION OF VOCATIONAL...

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COMMUNITY EMPLOYMENT SERVICES IS DESIGNED TO ASSIST INDIVIDUALS WITH DISABILITIES CHOOSE, OBTAIN AND RETAIN EMPLOYMENT IN THE COMMUNITY. WE RECEIVE OUR REFERRALS FROM THE DIVISION OF VOCATIONAL REHABILITATION FOR THE INITIAL STAGES OF THE PROGRAM AND WHEN NECESSARY, LONG TERM FUNDING IS FROM LAKELAND CARE, INC., IRIS, COMMUNITY CARE, INCLUSA, OR MY CHOICE. WE SERVED 50 INDIVIDUALS IN 2023 IN VARIOUS STAGES OF PROGRAMMING. WE HELPED 20 PARTICIPANTS OBTAIN EMPLOYMENT.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $297,371
Program Service Revenue $3,307,064
Investment Income $119,769
Other Revenue $569,201
TOTAL REVENUE $4,293,405

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,701,358
Fundraising Expenses $37,268
Program Expenses $2,251,809
Other Expenses $636,681
TOTAL EXPENSES $3,338,039

Year-over-Year Comparison

2023 2022 Change
Revenue $4,293,405 $3,886,699 +0.1%
Expenses $3,338,039 $3,019,929 +0.1%
Net Income $955,366 $866,770 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
12
Employees
90
Volunteers
18

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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAURA FIELDING BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHEN DUDEK BOARD MEMBER 1.00
Director
$0 $0 $0
SARA GREENWOOD BOARD MEMBER 1.00
Director
$0 $0 $0
STACEY MCDONELL BOARD MEMBER 1.00
Director
$0 $0 $0
HALVOR HALVORSEN BOARD MEMBER 1.00
Director
$0 $0 $0
KEITH LYONS BOARD MEMBER 1.00
Director
$0 $0 $0
ALISON PETRI BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID WAGE BOARD MEMBER 1.00
Director
$0 $0 $0
KIM ROONEY PRESIDENT 1.00
Officer
$0 $0 $0
MICHELE ZIARNIK VICE PRESIDENT 1.00
Officer
$0 $0 $0
CHAD NAIDL TREASURER 1.00
Officer
$0 $0 $0
SANDRA HARDRATH SECRETARY 1.00
Officer
$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 No data No data No data No data
2023 $4,293,405 $3,338,039 $6,753,217 $955,366
2022 $3,886,699 $3,019,929 $5,837,850 $866,770
2021 $3,929,911 $2,596,076 $4,966,100 $1,333,835
2020 $3,403,458 $2,762,982 $3,529,575 $640,476
2019 $3,227,312 $3,064,796 $2,836,158 $162,516
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