INTERFAITH CAREGIVERS INC (EIN 391777946) - 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

1994

Legal Domicile

Principal Officer

LOIS ROESKE

Phone

2623765362

Tax Period

2024-01-01 to 2024-12-31

INTERFAITH CAREGIVERS INC, founded in 1994, is a small nonprofit in the Religion sector that reported $577K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $111K, a strong 19% operating margin.

Mission

To provide voluntary support services to seniors and adults with limited mobility in Ozaukee County.

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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 $568,382

Program Service Revenue $0

Investment Income $1,637

Other Revenue $6,654

TOTAL REVENUE $576,673

Expense Breakdown

Grants Paid $0

Salaries & Benefits $322,370

Fundraising Expenses $22,771

Program Expenses $398,369

Other Expenses $143,456

TOTAL EXPENSES $465,826

Year-over-Year Comparison

	2024	2023	Change
Revenue	$576,673	$466,271	+0.2%
Expenses	$465,826	$423,170	+0.1%
Net Income	$110,847	$43,101	+1.6%

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

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

150

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

$90,688

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL SCHULTZ	EXECUTIVE DIRECTOR	32.00	Officer	$90,688	$0	$90,688
LOIS ROESKE	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHARON PECHIVA	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JOSEPH SCHIRGER	TREASURER	2.00	Officer Director	$0	$0	$0
PAT CONOLE	BOARD MEMBER	2.00	Director	$0	$0	$0
TOM KRUEGER	BOARD MEMBER	2.00	Director	$0	$0	$0
KEN MACIOLEK	BOARD MEMBER	2.00	Director	$0	$0	$0
HOWARD VRANKIN	BOARD MEMBER	2.00	Director	$0	$0	$0
PAT WEATHERHOGG	BOARD MEMBER	2.00	Director	$0	$0	$0
EARNEY YOCUM	BOARD MEMBER	2.00	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	$576,673	$465,826	$353,100	$110,847
2023	$466,271	$423,170	$246,228	$43,101
2022	$390,092	$351,161	$199,528	$38,931
2021	$302,296	$375,602	$161,231	$-73,306
2020	$290,471	$328,200	$276,665	$-37,729
2019	$283,225	$308,317	$276,057	$-25,092
2018	$332,400	$274,889	$297,962	$57,511

INTERFAITH CAREGIVERS INC