INNOVATIVE SERVICES INC

EIN: 391969834 501(c)(3) Human Services

GREEN BAY, WI

Total Revenue
$21,769,231
Total Expenses
$21,580,430
Total Assets
$12,417,729
Net Assets
$4,377,497
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
WI
Principal Officer
MICHAEL SCHWARTZ
Phone
9204310962
Tax Period
2024-01-01 to 2024-12-31

INNOVATIVE SERVICES INC, founded in 2003, is a mid-sized nonprofit in the Human Services sector that reported $21.8M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

INNOVATIVE SERVICES, INC. (ISI) CARES FOR THOSE WITH DISABILITIES, HELPING THEM LEAD FULFILLING LIVES WITH MAXIMUM INDEPENDENCE. INNOVATIVE'S VISION IS TO BE THE MOST TRUSTED CARE PROVIDER FOR PEOPLE WITH DISABILITIES IN WISCONSIN.

Program Service Accomplishments

Program 1
Expenses: $9,520,302 Revenue: $7,529,739

INNOVATIVE PROVIDES 24/7 RESIDENTIAL CARE WITH DIGNITY FOR PEOPLE WITH DISABILITIES THROUGH TWO DIFFERENT MODELS. ADULT FAMILY HOMES (AFH) ARE STATE-LICENSED PROGRAMS IN WHICH 4 OR FEWER NON-RELATED...

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INNOVATIVE PROVIDES 24/7 RESIDENTIAL CARE WITH DIGNITY FOR PEOPLE WITH DISABILITIES THROUGH TWO DIFFERENT MODELS. ADULT FAMILY HOMES (AFH) ARE STATE-LICENSED PROGRAMS IN WHICH 4 OR FEWER NON-RELATED ADULTS WITH DISABILITIES LIVE IN A HOME IN THE COMMUNITY. COMMUNITY BASED RESIDENTIAL FACILITIES (CBRF'S) ARE STATE-LICENSED PROGRAMS IN WHICH 20 OR FEWER NON-RELATED ADULTS WITH DISABILITIES OR OTHER NEEDS LIVE IN A HOME IN THE COMMUNITY. CLIENTS RECEIVE TREATMENT OR SERVICES, ABOVE ROOM AND BOARD, AND MAY RECEIVE UP TO SEVEN (7) HOURS OF NURSING SERVICES PER WEEK. THIS IS "HOME" FOR OUR CLIENTS AND ALLOWS FOR ONE-TO-ONE ATTENTION AND GREATER INTEGRATION INTO THE COMMUNITY. INNOVATIVE'S TEAM MEMBERS SERVE THESE PEOPLE 24-HOURS PER DAY, 7 DAYS PER WEEK DURING THE YEAR.

Program 2
Expenses: $6,051,992 Revenue: $8,899,018

WE OFFER COMMUNITY SUPPORTED LIVING (CSL) PROGRAMS TO PEOPLE WITH DISABILITIES TO ALLOW THEM TO REMAIN AND THRIVE IN THEIR OWN HOMES. CSL SERVICES ARE PROVIDED AS NEEDED AND ARE FOCUSED ON...

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WE OFFER COMMUNITY SUPPORTED LIVING (CSL) PROGRAMS TO PEOPLE WITH DISABILITIES TO ALLOW THEM TO REMAIN AND THRIVE IN THEIR OWN HOMES. CSL SERVICES ARE PROVIDED AS NEEDED AND ARE FOCUSED ON ACHIEVEMENT OF OUTCOMES, NOT SPECIFIC HOURS OF SERVICE. THIS FLEXIBLE AND LOW-COST MODEL SERVES ANYWHERE FROM 3 TO 30 INDIVIDUALS IN A COMMUNITY WITH ANY OF THE FOLLOWING NEEDS: PERSONAL GROOMING, MEDICATIONS, HOUSEKEEPING, MEAL PREPARATION, LAUNDRY, SHOPPING, LEISURE ACTIVITIES INCLUSIVE OF TRANSPORTATION AND ACCOMPANIMENT FOR MEDICAL AND OTHER APPOINTMENTS. THE USE OF ASSISTIVE MONITORING TECHNOLOGY ALLOWS GREATER INDEPENDENCE FOR INDIVIDUALS IN A COMMUNITY SUPPORTED LIVING PROGRAM.

Program 3
Expenses: $3,154,096 Revenue: $17,051

WE OFFER COMPREHENSIVE COMMUNITY SERVICES (CCS) FOR YOUTH AND ADULTS AS WELL AS MENTAL HEALTH SERVICES FOR INDIVIDUALS WITH MENTAL ILLNESS, SUBSTANCE ABUSE DISORDERS, AND OTHER DIAGNOSES. CLIENTS...

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WE OFFER COMPREHENSIVE COMMUNITY SERVICES (CCS) FOR YOUTH AND ADULTS AS WELL AS MENTAL HEALTH SERVICES FOR INDIVIDUALS WITH MENTAL ILLNESS, SUBSTANCE ABUSE DISORDERS, AND OTHER DIAGNOSES. CLIENTS MOST IN NEED RECEIVE SUPPORT AND MENTAL HEALTH CARE BY LICENSED TEAM MEMBERS. YOUTH SERVICES CCS/CLTS CONSIST OF MAXIMIZING COMMUNITY-BASED SUPPORTS THAT TEACH STRUGGLING YOUTH (AND THEIR PARENTS) ABOUT BARRIERS AND HOW TO OVERCOME THEM. SERVICES ARE PROVIDED TO YOUTHS FROM PRE-SCHOOL TO HIGH SCHOOL WITH MENTAL ILLNESS, BEHAVIORAL DIFFICULTIES, DEVELOPMENTAL DISABILITIES, AND MORE. ADULT COMPREHENSIVE COMMUNITY SUPPORTS ARE ALSO OFFERED TO ADULTS THAT TEACH ABOUT BARRIERS AND HOW TO OVERCOME THEM. FINALLY, SERVICES ARE PROVIDED TO ADULTS WITH MENTAL ILLNESS, SUBSTANCE ABUSE DISORDERS, AND OTHER DIAGNOSES.

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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 $5,149,555
Program Service Revenue $16,445,808
Investment Income $173,868
Other Revenue $0
TOTAL REVENUE $21,769,231

Expense Breakdown

Grants Paid $0
Salaries & Benefits $16,584,649
Fundraising Expenses $0
Program Expenses $18,726,390
Other Expenses $4,995,781
TOTAL EXPENSES $21,580,430

Year-over-Year Comparison

2024 2023 Change
Revenue $21,769,231 $23,337,476 -0.1%
Expenses $21,580,430 $23,522,625 -0.1%
Net Income $188,801 $-185,149 -2.0%
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
5
Independent Members
5
Employees
689
Volunteers
7

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
10
$650,865
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BILL LAAKSO CHAIRMAN 2.00
Officer Director
$0 $0 $0
JACKIE DRAWS TREASURER 2.00
Officer Director
$0 $0 $0
RICK SENSE SECRETARY 1.00
Officer Director
$0 $0 $0
KRISTINA HACKBARTH-HORN DIRECTOR 1.00
Director
$0 $0 $0
ED KRUEGER DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL SCHWARTZ CEO 40.00
Officer
$183,830 $14,098 $197,928
REBECCA HRDLICKA VP OPERATIONS 40.00
Officer
$119,770 $22,012 $141,782
CAROLYN JAZGER VP FINANCE (THRU SEP 2024) 40.00
Officer
$106,404 $2,271 $108,675
KERRY BLONDHEIM VP ADMINISTRATION 20.00
Officer
$78,543 $0 $78,543
LYNN SMITS VP HUMAN RESOURCES (THRU JUNE 2024) 40.00
Officer
$67,396 $177 $67,573
AMY GILLIS VP HUMAN RESOURCES 40.00
Officer
$47,334 $0 $47,334
SARA NOAH VP FINANCE 40.00
Officer
$9,030 $0 $9,030
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 $21,769,231 $21,580,430 $12,417,729 $188,801
2023 $23,337,476 $23,522,625 $13,489,995 $-185,149
2022 $25,867,166 $23,822,485 $13,673,258 $2,044,681
2021 $25,201,501 $25,502,339 $4,761,789 $-300,838
2020 $27,821,314 $28,517,863 $5,311,567 $-696,549
2019 $33,122,222 $32,857,559 $6,449,629 $264,663
2019 $33,122,222 $32,857,559 $6,449,629 $264,663
2018 $35,074,945 $34,715,359 $5,784,588 $359,586
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