Journey 21 Inc

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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

2019

Legal Domicile

Principal Officer

Judith Taylor

Phone

2623990021

Tax Period

2024-01-01 to 2024-12-31

Journey 21 Inc, founded in 2019, is a community nonprofit in the Housing & Shelter sector that reported $2.3M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $768K, a strong 33% operating margin.

Mission

Program Service Accomplishments

Program 1

Expenses: $905,580 Revenue: $980,092

The mission of Journey21 is to provide safe, supportive, and enriching living and learning options for adults with intellectual or developmental disabilities IDD in Waukesha County and surrounding...

The mission of Journey21 is to provide safe, supportive, and enriching living and learning options for adults with intellectual or developmental disabilities IDD in Waukesha County and surrounding communities. We do this within a framework that includes five pillars 1 programs and outings small and large group programs and social outings that facilitate individual growth and socialization skill development 2 employment we provide career readiness training and opportunities for internships 3 advocacy/partnerships we offer support and information to parents as they navigate the post-age 21 realities with their young adult, and we offer partnerships with dozens of businesses and community organizations 4learning/education delivered through three learning academies-18-21 Transition, Summer, and Life Academies which are all age-dependent and 5 over the next 3 years, we will offer opportunities to purchase and/or lease condominiums and/or apartments in our residential community, The Journey at Pabst Farms.

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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 $1,322,416

Program Service Revenue $980,092

Investment Income $42,688

Other Revenue $-13,268

TOTAL REVENUE $2,331,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $796,761

Fundraising Expenses $200,657

Program Expenses $905,580

Other Expenses $742,702

TOTAL EXPENSES $1,564,288

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,331,928	$3,005,635	-0.2%
Expenses	$1,564,288	$1,489,811	+0.0%
Net Income	$767,640	$1,515,824	-0.5%

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

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

$179,865

Total Directors

$60,048

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mike Brauer Former	Executive Director	040.00	Officer	$152,647	$5,343	$157,990
Heidi Hamilton	Program Enrichment Center Director	040.00	Highest	$128,206	$15,910	$144,116
Cathrine Bulgrin	Director of Operations	040.00	Highest	$103,566	$3,625	$107,191
Pat Boelter	Director	002.00	Director	$60,048	$0	$60,048
Judith Taylor Current	President/CEO	040.00	Officer	$21,875	$0	$21,875
Sheila Frisinger	Founder, Director	002.00	Director	$0	$0	$0
Susan Marriott	Founder, Diretor	002.00	Director	$0	$0	$0
Adam Puzach	Chair	004.00	Officer Director	$0	$0	$0
Jon Herreman	Treasurer	004.00	Officer Director	$0	$0	$0
Lucine Spheeris	Vice President, Secretary	004.00	Officer Director	$0	$0	$0
Michael Budisch	Director	002.00	Director	$0	$0	$0
Lynda Welsh	Director	002.00	Director	$0	$0	$0
John Schlifske	Director	002.00	Director	$0	$0	$0
Filippo Carini	Director	002.00	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
2025	No data	No data	No data	No data
2024	$2,331,928	$1,564,288	$9,795,161	$767,640
2023	$3,005,635	$1,489,811	$9,005,902	$1,515,824
2022	$6,140,180	$631,214	$8,183,256	$5,508,966
2021	$3,790,106	$197,720	$3,609,600	$3,592,386
2020	$72,533	$60,550	$11,983	$11,983