FAMILY SERVICE AGENCY OF WAUKESHA COUNTY INC (EIN 391038707) - 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

1964

Legal Domicile

Principal Officer

SCOTT WILLE

Phone

2625475567

Tax Period

2023-01-01 to 2023-12-31

FAMILY SERVICE AGENCY OF WAUKESHA COUNTY INC, founded in 1964, is a community nonprofit in the Human Services sector that reported $2.5M in total revenue in fiscal year 2023.

Mission

IMPROVE INDIVIDUAL, FAMILY, AND COMMUNITY WELL-BEING THROUGH OUR PARTNERSHIPS AND HIGH QUALITY PROGRAMS AND SERVICES.

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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 $727,529

Program Service Revenue $1,809,567

Investment Income $-45,782

Other Revenue $35,175

TOTAL REVENUE $2,526,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,145,759

Fundraising Expenses $129,138

Program Expenses $2,061,398

Other Expenses $453,462

TOTAL EXPENSES $2,599,221

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,526,489	$2,548,720	0.0%
Expenses	$2,599,221	$2,778,425	-0.1%
Net Income	$-72,732	$-229,705	-0.7%

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

$165,637

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE RUPPEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE CONTRERAS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT WILLE	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREW FARRIS	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL SPENCER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JESSICA DAUN	DIRECTOR	1.00	Director	$0	$0	$0
JON HAUSER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LAUFENBERG	DIRECTOR	1.00	Director	$0	$0	$0
ERIN MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
ALEX PYKE	DIRECTOR	1.00	Director	$0	$0	$0
CHAD ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER SPAHR MD	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA STEMO	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT VIFQUAIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN REICHERT THRU OCT 2023	DIRECTOR	1.00	Director	$0	$0	$0
JEFF ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
KRYSTAL WYNTER	EXECUTIVE DIRECTOR (THRU 12/23)	40.00	Officer	$111,637	$0	$111,637
HEIDI ORSTED	DIRECTOR OF FINANCE AND BUSINESS OPERATIONS	40.00	Officer	$54,000	$0	$54,000

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	$2,526,489	$2,599,221	$1,883,995	$-72,732
2022	$2,548,720	$2,778,425	$2,205,793	$-229,705
2021	$2,541,023	$2,618,860	$1,089,723	$-77,837
2020	$2,506,939	$2,343,748	$1,131,601	$163,191
2019	$2,048,225	$2,127,819	$946,874	$-79,594
2018	$1,906,269	$1,737,461	$1,006,185	$168,808

FAMILY SERVICE AGENCY OF WAUKESHA COUNTY INC