FAMILY PROMISE OF OZAUKEE COUNTY

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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

2015

Legal Domicile

Principal Officer

ERROL BARNETT

Phone

2622682723

Tax Period

2024-01-01 to 2024-12-31

FAMILY PROMISE OF OZAUKEE COUNTY, founded in 2015, is a small nonprofit in the Public & Societal Benefit sector that reported $871K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 24% operating deficit.

Mission

PROVIDE RESOURCES AND SERVICES TO EMPOWER HOMELESS FAMILIES OF OZAUKEE COUNTY WISCONSIN.

Program Service Accomplishments

Program 1

Expenses: $819,015

PROVIDE SHELTER, RENT ASSISTANCE, RESOURCES, AND SERVICES TO HOMELESS FAMILIES AND FAMILIES EXPERIENCING A HOUSING CRISIS. IN 2024, FAMILY PROMISE OPENED THE STATIC SITE PORTLIGHT SHELTER AND...

PROVIDE SHELTER, RENT ASSISTANCE, RESOURCES, AND SERVICES TO HOMELESS FAMILIES AND FAMILIES EXPERIENCING A HOUSING CRISIS. IN 2024, FAMILY PROMISE OPENED THE STATIC SITE PORTLIGHT SHELTER AND PROVIDED 5,416 NIGHTS OF SHELTER AND OVER 16,248 MEALS TO OUR SHELTER GUESTS. THE TOTAL NUMBER OF HOUSEHOLDS SERVED IN ALL OUR PROGRAMS IN 2024 WAS 107. THIS CONSISTED OF 130 CHILDREN AND 135 ADULTS.

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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 $850,496

Program Service Revenue $0

Investment Income $11,722

Other Revenue $8,300

TOTAL REVENUE $870,518

Expense Breakdown

Grants Paid $100,940

Salaries & Benefits $679,912

Fundraising Expenses $70,689

Program Expenses $819,015

Other Expenses $300,832

TOTAL EXPENSES $1,081,684

Year-over-Year Comparison

	2024	2023	Change
Revenue	$870,518	$1,247,055	-0.3%
Expenses	$1,081,684	$1,250,684	-0.1%
Net Income	$-211,166	$-3,629	+57.2%

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

225

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

$35,538

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG BACHRACH	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ERROL BARNETT	TREASURER	1.00	Officer Director	$0	$0	$0
ALLEN BOYLE LEFT IN 2024	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
SUZY FRAZIER	DIRECTOR	1.00	Director	$0	$0	$0
JIM HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
BARB JANSSEN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF LAMBIE LEFT IN 2024	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN KNOWLES	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHY NORDBERG	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE PUKATIE	PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
SCOTT SAMUELSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SCHLAGETER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BENNETT	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
FAHMIDA SCHILLING	DIRECTOR	1.00	Director	$0	$0	$0
ETHAN COLE	DIRECTOR	1.00	Director	$0	$0	$0
ARICKA KNOX	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN WOLF	DIRECTOR	1.00	Director	$0	$0	$0
CORI GUERIN LEFT IN 2024	CEO	40.00	Officer	$35,538	$0	$35,538

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	$870,518	$1,081,684	$2,784,808	$-211,166
2023	$1,247,055	$1,250,684	$3,001,852	$-3,629
2022	$2,249,982	$783,830	$3,335,799	$1,466,152
2021	$1,281,709	$783,751	$1,137,941	$497,958
2020	$958,225	$661,491	$631,334	$296,734
2019	$575,974	$558,108	$281,081	$17,866
2018	$535,629	$394,137	$267,164	$141,492