FAMILY PROMISE OF WAUKESHA COUNTY INC (EIN 455502675) - 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

2012

Legal Domicile

Principal Officer

JOE NETTESHEIM

Phone

2629682321

Tax Period

2023-01-01 to 2023-12-31

FAMILY PROMISE OF WAUKESHA COUNTY INC, founded in 2012, is a small nonprofit in the Housing & Shelter sector that reported $631K in total revenue in fiscal year 2023. Expenses of $880K exceeded revenue, resulting in a 40% operating deficit.

Mission

TO HELP LOW-INCOME FAMILIES AND FAMILIES EXPERIENCING HOMELESSNESS ACHIEVE SUSTAINABLE INDEPENDENCE THROUGH A COMMUNITY-BASED RESPONSE.

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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 $628,346

Program Service Revenue $0

Investment Income $6,096

Other Revenue $-3,415

TOTAL REVENUE $631,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $426,023

Fundraising Expenses $50,347

Program Expenses $704,637

Other Expenses $454,357

TOTAL EXPENSES $880,380

Year-over-Year Comparison

	2023	2022	Change
Revenue	$631,027	$592,841	+0.1%
Expenses	$880,380	$558,429	+0.6%
Net Income	$-249,353	$34,412	-8.2%

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

288

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

$78,375

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAIRE BESSETTE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICE HOFBAUER	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD BUTTE	DIRECTOR	1.00	Director	$0	$0	$0
LESLEY KOUNTZ	DIRECTOR	1.00	Director	$0	$0	$0
LYNN MARSH	TREASURER	1.00	Officer Director	$0	$0	$0
MICHELLE MILLER	DIRECTOR	1.00	Director	$0	$0	$0
DENISE O'HALLORAN	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA SEYMOUR	DIRECTOR	1.00	Director	$0	$0	$0
TIM SMITS	DIRECTOR	1.00	Director	$0	$0	$0
COLEEN VALLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES ZUSSMAN	VICE CHAIRMEN	1.00	Officer Director	$0	$0	$0
JIBRIL ODOGBA	DIRECTOR	1.00	Director	$0	$0	$0
JOE NETTESHEIM	EXECUTIVE DIRECTOR	40.00	Officer	$78,375	$0	$78,375

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	$631,027	$880,380	$615,801	$-249,353
2022	$592,841	$558,429	$853,367	$34,412
2021	$550,404	$388,469	$806,566	$161,935
2020	$455,026	$252,860	$653,437	$202,166
2019	$212,637	$213,438	$182,655	$-801
2018	$282,776	$203,766	$183,352	$79,010

FAMILY PROMISE OF WAUKESHA COUNTY INC