INTERFAITH CAREGIVER OF POLK COUNTY INC (EIN 391837906) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

JAN CARLSON

Phone

7154838500

Tax Period

2023-01-01 to 2023-12-31

INTERFAITH CAREGIVER OF POLK COUNTY INC, founded in 1995, is a small nonprofit in the Human Services sector that reported $316K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $292K left a modest 8% surplus.

Mission

COORDINATING VOLUNTEERS TO HELP SENIORS & ADULTS WITH DISABILITIES TO MAINTAIN THEIR INDEPENDENCE AT HOME IN POLK COUNTY WI

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $306,305

Program Service Revenue $0

Investment Income $9,991

Other Revenue $0

TOTAL REVENUE $316,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,421

Fundraising Expenses $35,773

Program Expenses $213,149

Other Expenses $89,781

TOTAL EXPENSES $292,202

Year-over-Year Comparison

	2023	2022	Change
Revenue	$316,296	$283,893	+0.1%
Expenses	$292,202	$303,152	0.0%
Net Income	$24,094	$-19,259	-2.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

158

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN CARLSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRYAN SHOBE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CHARVEY SPENCER	TREASURER	2.00	Officer Director	$0	$0	$0
MARJEAN SIEBERER	SECRETARY	2.00	Officer Director	$0	$0	$0
LESLIE LARSEN	DIRECTOR	1.00	Director	$0	$0	$0
CINDY GLOCKE	DIRECTOR	1.00	Director	$0	$0	$0
GURINE GALL	DIRECTOR	1.00	Director	$0	$0	$0
MARGIE HUNT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WEBER	DIRECTOR	1.00	Director	$0	$0	$0
LINNAE SEAMAN	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	No data	No data	No data	No data
2023	$316,296	$292,202	$616,435	$24,094
2022	$283,893	$303,152	$586,300	$-19,259
2021	$279,363	$179,967	$611,888	$99,396
2021	$279,363	$240,786	$551,068	$38,577
2020	$291,737	$224,894	$466,352	$66,843
2019	$345,977	$219,075	$367,246	$126,902
2018	$217,458	$204,194	$234,747	$13,264

INTERFAITH CAREGIVER OF POLK COUNTY INC