ST ANN CENTER FOR INTERGENERATIONAL CARE

EIN: 391757756 501(c)(3) Human Services

MILWAUKEE, WI

Total Revenue
$10,841,236
Total Expenses
$11,245,263
Total Assets
$25,733,070
Net Assets
$24,625,382
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
WI
Principal Officer
DEREK GOODMAN
Phone
4149775000
Tax Period
2024-01-01 to 2024-12-31

ST ANN CENTER FOR INTERGENERATIONAL CARE, founded in 1983, is a mid-sized nonprofit in the Human Services sector that reported $10.8M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Net assets of $24.6M represent 27 months of operating reserves.

Mission

TO PROVIDE A CHEERFUL, HOMEY PLACE WHERE CLIENTS & THEIR FAMILIES RECEIVE A FULL RANGE OF CARE & THERAPIES IN ONE SETTING.THE ORGANIZATION HAS A COMMITMENT TO PROVIDE MANY OPPORTUNITIES FOR THE GENERATIONS-YOUNG & OLD-TO COME TOGETHER FOR LEARNING, LOVING AND LAUGHTER AS WELL AS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE OF ALL AGES IN OUR COMMUNITY REGARDLESS OF FAITH, CULTURE, OR ABILITY TO PAY.

Program Service Accomplishments

Program 1
Expenses: $6,399,437 Revenue: $5,784,360

DAY SERVICES ADD TO THE QUALITY OF LIFE FOR THE YOUNG, FRAIL SENIOR CITIZENS, AND PERSONS WITH DISABILITIES. SERVICES INCLUDE BATH, MASSAGE, BEAUTICIAN, AQUATICS, CERAMICS PROGRAM, ART PROGRAM...

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DAY SERVICES ADD TO THE QUALITY OF LIFE FOR THE YOUNG, FRAIL SENIOR CITIZENS, AND PERSONS WITH DISABILITIES. SERVICES INCLUDE BATH, MASSAGE, BEAUTICIAN, AQUATICS, CERAMICS PROGRAM, ART PROGRAM, ENTERTAINMENT, THERAPY. ALSO A NUTRITIOUS HOT LUNCH IS SERVED.

Program 2
Expenses: $1,168,932 Revenue: $718,192

RESPITE CENTER: WE HAVE NINE OVERNIGHT BEDS WHERE CLIENTS OVER AGE 18 CAN STAY UP TO TWENTY-ONE DAYS/NIGHTS GIVING CAREGIVERS A BREAK. OTHER PROGRAMS: WE HAVE A "BUDDY PROGRAM" WHICH TEACHES MAINLY...

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RESPITE CENTER: WE HAVE NINE OVERNIGHT BEDS WHERE CLIENTS OVER AGE 18 CAN STAY UP TO TWENTY-ONE DAYS/NIGHTS GIVING CAREGIVERS A BREAK. OTHER PROGRAMS: WE HAVE A "BUDDY PROGRAM" WHICH TEACHES MAINLY INNER CITY YOUTH WHO ARE GENERALLY IN THEIR TEENS THINGS LIKE HOW TO APPLY FOR A JOB, HOW TO PRESENT ONE'S SELF WHEN INTERVIEWING FOR A JOB, THE RESPONSIBILITIES OF HAVING A JOB, THE ACTUAL EXPERIENCE OF HOLDING A JOB HERE AT ST. ANN CENTER, LEARNING WHAT A CHECK FOR SERVICES RENDERED IS ALL ABOUT BY ACTUALLY RECEIVING A SMALL STIPEND FOR THE SERVICES RENDERED HERE AT THE CENTER AND THE ACTUAL EXPERIENCE OF GOING TO A BANK AND ACTUALLY CASHING THAT CHECK.WELLNESS: ST. ANN CENTER'S WELLNESS SERVICES FOCUS ON PROMOTING THE HEALTH OF THE WHOLE PERSON-BODY, MIND AND SPIRIT. THESE SERVICES INCLUDE: MASSAGE, USED AS A THERAPY FOR AN INJURY OR CHRONIC PAIN, AS WELL AS STRESS MANAGEMENT; MUSIC THERAPY, A UNIQUE AND CREATIVE WAY TO RESPOND TO THE PHYSICAL, EMOTIONAL, COGNITIVE AND SOCIAL NEEDS OF PEOPLE OF ALL AGES THROUGH THE UNIVERSAL LANGUAGE OF MUSIC; AN AQUATIC CENTER, USED TO TEACH CHILDREN TO SWIM AND TO PROVIDE WARM WATER THERAPY FOR CLIENTS WITH PHYSICAL OR COGNITIVE CONCERNS; A BEAUTY SALON WHICH PROVIDES HAIR AND NAIL CARE, PROMOTING CLIENT HYGIENE AND FEELINGS OF WELLBEING; ART, JEWELRY-MAKING AND CERAMICS SESSIONS FOR CHILDREN AND ADULTS, INCORPORATING BASIC THERAPEUTIC GOALS AIMED AT BUILDING SOCIAL SKILLS, SELF-ESTEEM, FINE MOTOR SKILLS, CREATIVITY AND SELF-EXPRESSION THROUGH THE ARTS.

Program 3
Expenses: $132,524 Revenue: $23,531

THERAPY ADDS TO THE QUALITY OF LIFE FOR FRAIL SENIORS, PERSONS WITH DISABILITIES, AND THE INJURED. WE OFFER PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY TO BOTH OUR OWN CLIENTS AND PEOPLE IN THE...

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THERAPY ADDS TO THE QUALITY OF LIFE FOR FRAIL SENIORS, PERSONS WITH DISABILITIES, AND THE INJURED. WE OFFER PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY TO BOTH OUR OWN CLIENTS AND PEOPLE IN THE COMMUNITY. GRANTS WERE PAID TO SUPPORT COMMUNITY PROGRAMS IN WORK STUDY AND FAITHFULNESS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,553,535
Program Service Revenue $6,627,540
Investment Income $326,354
Other Revenue $333,807
TOTAL REVENUE $10,841,236

Expense Breakdown

Grants Paid $100,012
Salaries & Benefits $7,106,201
Fundraising Expenses $496,858
Program Expenses $9,446,627
Other Expenses $4,039,050
TOTAL EXPENSES $11,245,263

Year-over-Year Comparison

2024 2023 Change
Revenue $10,841,236 $11,997,111 -0.1%
Expenses $11,245,263 $10,853,362 +0.0%
Net Income $-404,027 $1,143,749 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
270
Volunteers
1987

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
8
$377,041
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEREK GOODMAN PRESIDENT AND CEO 40.00
Officer
$36,654 $1,784 $38,438
LEANZIE HANDFORD FORMER CFO 1.00
Officer
$49,135 $0 $49,135
SALLY PARENTE CFO 1.00
Officer
$64,871 $25,584 $90,455
SR EDNA LONERGAN EXECUTIVE DIREC 40.00
Officer
$72,166 $0 $72,166
TEMIDAYO AKANDE CHIEF OPERATING OFFICER 40.00
Officer
$90,777 $27,404 $118,181
JOHN GLASER FORMER CFO 8.00
Officer
$8,666 $0 $8,666
TIMOTHY W SULLIVAN CHAIR 1.00
Officer Director
$0 $0 $0
KRISTEN KRIEGBAUM VICE CHAIR 1.00
Officer Director
$0 $0 $0
ANGELA THOMPSON DIRECTOR 1.00
Director
$0 $0 $0
CRAIG MACKUS DIRECTOR 1.00
Director
$0 $0 $0
DR MICHAEL GOSS DIRECTOR 1.00
Director
$0 $0 $0
JEREMY MOORE DIRECTOR 1.00
Director
$0 $0 $0
MARILYN MILLER DIRECTOR 1.00
Director
$0 $0 $0
PETER KORDUS DIRECTOR 1.00
Director
$0 $0 $0
RAMONA DICKS-WILLIAMS DIRECTOR 1.00
Director
$0 $0 $0
SR ANN KELLEY DIRECTOR 1.00
Director
$0 $0 $0
SR DIANE OMAN DIRECTOR 1.00
Director
$0 $0 $0
WILLIAM REILLEY DIRECTOR 1.00
Director
$0 $0 $0
ZAK WROBLEWSKI 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 $10,841,236 $11,245,263 $25,733,070 $-404,027
2023 $11,997,111 $10,853,362 $25,397,877 $1,143,749
2022 $8,814,434 $9,807,209 $24,745,217 $-992,775
2021 $12,911,940 $8,322,087 $29,166,892 $4,589,853
2020 $7,300,810 $8,345,261 $25,026,864 $-1,044,451
2019 $9,584,003 $8,962,741 $25,124,085 $621,262
2018 $14,406,092 $11,195,837 $25,771,097 $3,210,255
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