KENOSHA AREA FAMILY AND AGING SERV… - Form 990 Financial Data

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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

1969

Legal Domicile

Principal Officer

RON TATUM

Phone

2626583508

Tax Period

2023-01-01 to 2023-12-31

KENOSHA AREA FAMILY AND AGING SERVICES, founded in 1969, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

SUPPORT THE DEVELOPMENT OF HEALTHY FAMILIES AND PREVENT ABUSE AND NEGLECT OF CHILDREN AND THE ELDERLY BY PROVIDING SERVICES SUCH AS HOME DELIVERED MEALS, CONGREGATE MEALS, TRANSPORTATION AND MANY OTHER PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $1,177,014 Revenue: $96,697

INFORMATION, ASSISTANCE AND ACCESS - INFORMATION ABOUT SERVICES AVAILABLE TO OLDER PERSONS IS PROVIDED BY PHONE, ON-LINE OR THROUGH OFFICE VISITS. ASSISTANCE IN ACCESSING SERVICES AND ASSESSMENTS FOR...

Program 2

Expenses: $747,631

MEALS ON WHEELS-VOLUNTEERS DELIVER MEALS TO ELDERLY OR DISABLED PERSONS IN THEIR HOMES. LUNCH AND EVENING MEALS ARE AVAILABLE WEEKDAYS AND ON WEEKENDS. THE MEALS ON WHEELS PROGRAM ENABLES THE...

MEALS ON WHEELS-VOLUNTEERS DELIVER MEALS TO ELDERLY OR DISABLED PERSONS IN THEIR HOMES. LUNCH AND EVENING MEALS ARE AVAILABLE WEEKDAYS AND ON WEEKENDS. THE MEALS ON WHEELS PROGRAM ENABLES THE ELDERLY, THE SICK AND THE DISABLED TO REMAIN IN THEIR HOMES WITH HELP FROM PEOPLE WHO CARE. THROUGH MEALS ON WHEELS, HOME-DELIVERED MEALS ARE PROVIDED TO PERSONS WHO ARE UNABLE TO PREPARE THEIR OWN MEALS AND ARE AT RISK OF GOING TO A NURSING HOME.

Program 3

Expenses: $418,244

FAMILY SERVICES PROVIDES HOME VISITING SERVICES TO PARENTS WITH INFANTS, TODDLERS AND SCHOOL-AGE CHILDREN THAT STRENGTHEN PARENT-CHILD RELATIONSHIPS AND NUTURING. THE MAIN PROGRAMS UNDER FAMILY...

FAMILY SERVICES PROVIDES HOME VISITING SERVICES TO PARENTS WITH INFANTS, TODDLERS AND SCHOOL-AGE CHILDREN THAT STRENGTHEN PARENT-CHILD RELATIONSHIPS AND NUTURING. THE MAIN PROGRAMS UNDER FAMILY SERVICES ARE FAMILY PRESERVATION, FAMILY SUPPORT, AND TEEN PARENT. THERE ARE ALSO OTHER PROGRAMS AVAILABLE. THE GOALS OF THIS PROGRAM IS TO PREVENT CHILD ABUSE AND NEGLECT, HELP PARENTS PROVIDE A CARING, NURTURING, AND HEALTHY ENVIRONMENT, TO PROMOTE THE BUILDING OF DEVELOPMENTAL ASSETS FOR YOUTH, AND TO SUPPORT THE DEVELOPMENT OF HEALTHY FAMILIES.

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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 $3,377,702

Program Service Revenue $204,692

Investment Income $8,932

Other Revenue $21,597

TOTAL REVENUE $3,612,923

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,620,357

Fundraising Expenses $63,345

Program Expenses $3,336,393

Other Expenses $1,311,650

TOTAL EXPENSES $3,932,007

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,612,923	$3,333,265	+0.1%
Expenses	$3,932,007	$3,619,867	+0.1%
Net Income	$-319,084	$-286,602	+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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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

393

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

$120,647

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYNN FRIESCH	DIRECTOR	1.00	Director	$0	$0	$0
WENDY GAUSS	DIRECTOR	1.00	Director	$0	$0	$0
JIM HANSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTOPHER HEMSING	DIRECTOR	1.00	Director	$0	$0	$0
KAMALJIT JACKSON	TREASURER	1.00	Officer Director	$0	$0	$0
TARA KAELBER	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE KESSLER	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARMAYNE LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
TROY MAHR	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSEPH POTENTE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
RON TATUM	EXECUTIVE DIRECTOR	40.00	Officer	$120,647	$0	$120,647

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	$3,612,923	$3,932,007	$1,754,495	$-319,084
2022	$3,333,265	$3,619,867	$923,963	$-286,602
2021	$3,232,210	$3,172,752	$1,176,732	$59,458
2020	$3,197,592	$2,937,898	$1,060,121	$259,694
2019	$2,938,486	$3,003,356	$823,465	$-64,870
2018	$3,058,028	$3,051,327	$848,401	$6,701

KENOSHA AREA FAMILY AND AGING SERVICES