WORK PLUS INCORPORATED

EIN: 391540523 501(c)(3) Employment

MADISON, WI

Total Revenue
$662,889
Total Expenses
$677,899
Total Assets
$930,604
Net Assets
$610,373
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
WI
Principal Officer
KATHLEEN SCHOEPP
Phone
6082386018
Tax Period
2025-01-01 to 2025-12-31

WORK PLUS INCORPORATED, founded in 1985, is a small nonprofit in the Employment sector that reported $663K in total revenue in fiscal year 2025.

Mission

WORK PLUS, INCORPORATED IS DEDICATED AND PROUD TO PROVIDE EMPLOYMENT AND SUPPORT SERVICES TO ADULTS WITH DISABILITIES IN WISCONSIN COMMUNITIES. IT IS OUR BELIEF AND PASSION THAT EVERYONE HAS THE RIGHT TO WORK REGARDLESS OF THEIR INDIVIDUAL CHALLENGE AND SHOULD HAVE THE SUPPORT NECESSARY TO ACHIEVE THEIR INDIVIDUAL GOALS.

Program Service Accomplishments

Program 1
Expenses: $443,393 Revenue: $589,521

IN 2025, WORK PLUS SAW A CONTINUED REDUCTION IN SERVICES DUE TO THE FEE FOR SERVICE MODEL OF PAYMENT WITH FAMILY CARE AND IRIS PROGRAMS. WORK PLUS PROVIDED SERVICES TO 38 INDIVIDUALS, 35 INDIVIDUALS...

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IN 2025, WORK PLUS SAW A CONTINUED REDUCTION IN SERVICES DUE TO THE FEE FOR SERVICE MODEL OF PAYMENT WITH FAMILY CARE AND IRIS PROGRAMS. WORK PLUS PROVIDED SERVICES TO 38 INDIVIDUALS, 35 INDIVIDUALS WERE EMPLOYED AT MINIMUM WAGE OR HIGHER. COLLECTIVELY WE WORKED WITH OVER 48 DIFFERENT EMPLOYERS/BUSINESSES IN THE COMMUNITY. WAGES EARNED WERE SPENT IN THE COMMUNITIES IN WHICH THE INDIVIDUALS LIVED. SERVICES INCLUDED BUT WERE NOT LIMITED TO JOB DEVELOPMENT, JOB COACHING, CASE MANAGEMENT, SUPPORTED LIVING, AND DAILY LIVING SKILLS TRAINING. WE CONTINUE TO BE DEDICATED TO HELPING INDIVIDUALS RETURN TO WORK AND BECOME CONTRIBUTING MEMBERS OF THEIR COMMUNITIES. OUR ORGANIZATION RECOGNIZES AND RESPECTS AN INDIVIDUAL'S RIGHT TO MAKE CHOICES. WE ARE COMMITTED TO THE DEVELOPMENT AND PROVISION OF SERVICES THAT MEET THE COGNITIVE, PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL NEEDS OF THE INDIVIDUALS WE SERVE. WORK PLUS IS A COMMUNITY-BASED ORGANIZATION. OUR MOST SIGNIFICANT ACTIVITY IS ASSISTING INDIVIDUALS WITH DISABILITIES IN SECURING COMPETITIVE PAID EMPLOYMENT WITH COMMUNITY BASED EMPLOYERS AND BEING CONTRIBUTING MEMBERS OF THEIR COMMUNITIES.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,826
Program Service Revenue $589,521
Investment Income $21,217
Other Revenue $50,325
TOTAL REVENUE $662,889

Expense Breakdown

Grants Paid $0
Salaries & Benefits $553,398
Fundraising Expenses $0
Program Expenses $443,393
Other Expenses $124,501
TOTAL EXPENSES $677,899

Year-over-Year Comparison

2025 2024 Change
Revenue $662,889 $624,395 +0.1%
Expenses $677,899 $659,933 +0.0%
Net Income $-15,010 $-35,538 -0.6%
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

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
Employees
13
Volunteers
6

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
5
$90,845
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT SAWICKI PRESIDENT 1.00
Officer Director
$0 $0 $0
JEFF SEHMER VICE-PRESIDENT 1.00
Officer Director
$0 $0 $0
BONNIE AUSTIN TREASURER 1.00
Officer Director
$0 $0 $0
CASSIE HOPKINS SECRETARY 1.00
Officer Director
$0 $0 $0
KYLE VON RUDEN DIRECTOR 1.00
Director
$0 $0 $0
BRAD BENSMAN DIRECTOR (THRU APR 2025) 1.00
Director
$0 $0 $0
KATHLEEN SCHOEPP EXECUTIVE DIRECTOR 40.00
Officer
$69,091 $21,754 $90,845
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
2025 $662,889 $677,899 $930,604 $-15,010
2024 No data No data No data No data
2023 $601,511 $662,043 $1,041,071 $-60,532
2022 $587,030 $642,964 $1,109,437 $-55,934
2021 $1,057,759 $729,959 $1,388,847 $327,800
2020 $949,691 $777,348 $1,079,745 $172,343
2019 $920,754 $915,083 $696,154 $5,671
2018 $956,373 $952,196 $702,706 $4,177
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