ADVOCATES OF OZAUKEE INC (EIN 391378449) - 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

1980

Legal Domicile

Principal Officer

Lucia Francis

Phone

2622843577

Tax Period

2024-01-01 to 2024-12-31

ADVOCATES OF OZAUKEE INC, founded in 1980, is a community nonprofit in the Housing & Shelter sector that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $526K, a strong 25% operating margin.

Mission

The mission is to end domestic and sexual violence through education, prevention and intervention activities.

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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 $2,010,624

Program Service Revenue $71,353

Investment Income $5,301

Other Revenue $772

TOTAL REVENUE $2,088,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $883,300

Fundraising Expenses $18,412

Program Expenses $1,426,038

Other Expenses $679,012

TOTAL EXPENSES $1,562,312

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,088,050	$1,772,191	+0.2%
Expenses	$1,562,312	$1,259,813	+0.2%
Net Income	$525,738	$512,378	+0.0%

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

117

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

$97,423

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Fischer	Executive director	40.00	Officer	$92,882	$4,541	$97,423
Kate Bechen	President	1.00	Officer Director	$0	$0	$0
Lynn Hawkins	Vice President	1.00	Officer Director	$0	$0	$0
David Krause	Treasurer	1.00	Officer Director	$0	$0	$0
Thomas Czaja	Secretary	1.00	Officer Director	$0	$0	$0
Errol Barnett	Director	1.00	Director	$0	$0	$0
Jim Bohn	Director	1.00	Director	$0	$0	$0
Patty Eubanks	Director	1.00	Director	$0	$0	$0
Dawn Faucett	Director	1.00	Director	$0	$0	$0
Lucia Francis	Director	1.00	Director	$0	$0	$0
Shelly Gillen	Director	1.00	Director	$0	$0	$0
Christy Knowles	Director	1.00	Director	$0	$0	$0
Amanda Mack	Director	1.00	Director	$0	$0	$0
Peter Pierce	Director	1.00	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	$2,088,050	$1,562,312	$435,052	$525,738
2023	$1,772,191	$1,259,813	$1,528,979	$512,378
2022	$1,105,434	$1,143,798	$499,684	$-38,364
2021	$1,047,317	$1,024,798	$495,537	$22,519
2020	$1,104,108	$1,014,590	$480,719	$89,518
2019	$835,088	$962,999	$439,136	$-127,911
2018	$915,917	$920,793	$590,835	$-4,876

ADVOCATES OF OZAUKEE INC