FAMILY SERVICES INC OF BARRON CTY (EIN 391317840) - 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

1978

Legal Domicile

Principal Officer

ANA SEVERSON

Phone

7155375886

Tax Period

2023-01-01 to 2023-12-31

FAMILY SERVICES INC OF BARRON CTY, founded in 1978, is a small nonprofit that reported $492K in total revenue in fiscal year 2023. Expenses of $452K left a modest 8% surplus.

Mission

TO PROVIDE MONEY MANAGEMENT SERVICES AND OTHER HUMAN SERVICES TO THE ELDERLY AND/OR DISABLED IN BARRON COUNTY AND THE SURROUNDING AREA.

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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 $0

Program Service Revenue $479,745

Investment Income $12,734

Other Revenue $0

TOTAL REVENUE $492,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $371,820

Fundraising Expenses $0

Program Expenses $354,283

Other Expenses $80,421

TOTAL EXPENSES $452,241

Year-over-Year Comparison

	2023	2022	Change
Revenue	$492,479	$500,175	0.0%
Expenses	$452,241	$423,534	+0.1%
Net Income	$40,238	$76,641	-0.5%

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

N/A

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

$60,805

Total Directors

$60,805

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOREEN BRUNNER	FINANCIAL DIRECTOR	40.00	Director	$0	$0	$0
RICK RASSBACH	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
ANA SEVERSON	GUARDIANSHIP DIRECTOR/RECORDING SEC	40.00	Officer Director	$60,805	$0	$60,805
JAMES R RAUSCH	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
LINDA STILLWELL	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
MARK DOBBERFUHL	PRESIDENT/DIRECTOR	1.00	Officer Director	$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	$492,479	$452,241	$646,043	$40,238
2022	$500,175	$423,534	$862,876	$76,641
2021	$432,156	$423,083	$647,437	$9,073
2020	$455,744	$384,655	$929,228	$71,089
2019	$443,754	$389,847	$448,353	$53,907
2018	$385,943	$419,513	$392,599	$-33,570

FAMILY SERVICES INC OF BARRON CTY