THE ADVOCACY PROGRAMS OF FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC (EIN 391700758) - 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

1990

Legal Domicile

Principal Officer

MARK EDMOND

Phone

9204583784

Tax Period

2023-01-01 to 2023-12-31

THE ADVOCACY PROGRAMS OF FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC, founded in 1990, is a small nonprofit in the Human Services sector that reported $990K in total revenue in fiscal year 2023.

Mission

TO PROVIDE GUARDIANSHIP, CONSERVATORSHIP, TRUST AND REPRESENTATIVE PAYEE SERVICES FOR INDIVIDUALS IN VARIOUS CITIES THROUGHOUT THE STATE OF WISCONSIN.

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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 $3,052

Program Service Revenue $941,209

Investment Income $45,199

Other Revenue $314

TOTAL REVENUE $989,774

Expense Breakdown

Grants Paid $0

Salaries & Benefits $818,513

Fundraising Expenses $0

Program Expenses $755,572

Other Expenses $164,491

TOTAL EXPENSES $983,004

Year-over-Year Comparison

	2023	2022	Change
Revenue	$989,774	$960,346	+0.0%
Expenses	$983,004	$889,225	+0.1%
Net Income	$6,770	$71,121	-0.9%

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

Total Directors

$90,284

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARYL MANGERI	EXECUTIVE DIRECTOR	20.00	Director	$42,587	$5,110	$90,284
MATTHEW SWANSON	PRESIDENT	0.30	Officer Director	$0	$0	$0
PAUL KUPLIC THROUGH DEC 23	PAST PRESIDENT	0.30	Officer Director	$0	$0	$0
ERIC ZUFELT THROUGH DEC 23	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
JAMIE BURKART	TREASURER	0.30	Officer Director	$0	$0	$0
MICHELLE MEMMO	DIRECTOR	0.30	Director	$0	$0	$0
SARA SPICER	DIRECTOR	0.30	Director	$0	$0	$0
MARY ANN THIELKE	DIRECTOR	0.30	Director	$0	$0	$0
TONY WILTZIUS	DIRECTOR	0.30	Director	$0	$0	$0
SHANNON KLAHN THROUGH JAN 23	DIRECTOR	0.30	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	$989,774	$983,004	$1,700,940	$6,770
2022	$960,346	$889,225	$1,639,205	$71,121
2021	$891,187	$884,719	$1,760,753	$6,468
2020	$925,193	$862,656	$1,652,568	$62,537
2019	$746,328	$847,039	$1,492,734	$-100,711
2018	$693,747	$758,141	$1,420,624	$-64,394

THE ADVOCACY PROGRAMS OF FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC