Form 990 for tax year 2022
Filed by FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC.
Totals
- Total revenue
- $555,550
- Total expenses
- $538,330
- Contributions and grants received
- $228,531
- Grants paid
- $0
- Program service revenue
- $295,523
- Investment income
- $11,493
- Other revenue
- $20,003
- Total assets, end of year
- $983,900
- Total liabilities, end of year
- $101,499
- Net assets or fund balances, end of year
- $882,401
- Program services expenses (Part IX)
- $264,870
- Management and general expenses
- $249,436
- Fundraising expenses
- $24,024
- Program service expenses (Part III)
- $264,870
Program services were 49.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$93,250
-
1e · Government grants (contributions)
$82,627
-
1f · All other contributions, gifts and grants
$52,654
-
2a · Program service revenue: HOUSING COUNSELING
total $160,515 · related or exempt $160,515
-
2b · Program service revenue: EDUCATIONAL PROGRAMMIN
total $103,695 · related or exempt $103,695
-
2c · Program service revenue: DEBT AND BANKRUPTCY CO
total $31,313 · related or exempt $31,313
-
3 · Investment income
total $13,697 · excluded $13,697
-
6a · Gross rents
real property $19,903
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $19,903
-
6d · Net rental income or loss
total $19,903 · excluded $19,903
-
7b · Less cost or other basis and sales expenses
securities $2,204
-
7c · Gain or loss
securities -$2,204
-
7d · Net gain or loss
total -$2,204 · excluded -$2,204
-
11a · Other revenue: MISCELLANEOUS
total $100 · related or exempt $100
-
11e · Other revenue, total
$100
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $67,379 · program services $13,476 · management and general $53,903
-
7 · Other salaries and wages
total $242,447 · program services $128,827 · management and general $97,509 · fundraising $16,111
-
8 · Pension plan contributions
total $14,867 · program services $6,828 · management and general $7,266 · fundraising $773
-
9 · Other employee benefits
total $238 · program services $110 · management and general $117 · fundraising $11
-
10 · Payroll taxes
total $23,926 · program services $10,989 · management and general $11,692 · fundraising $1,245
-
11c · Fees: accounting
total $12,079 · management and general $12,079
-
11f · Fees: investment management
total $2,964 · management and general $2,964
-
12 · Advertising and promotion
total $22,022 · program services $10,115 · management and general $10,762 · fundraising $1,145
-
13 · Office expenses
total $38,866 · program services $19,694 · management and general $17,778 · fundraising $1,394
-
14 · Information technology
total $45,279 · program services $45,279
-
16 · Occupancy
total $30,100 · program services $13,825 · management and general $14,710 · fundraising $1,565
-
17 · Travel
total $2,304 · program services $1,058 · management and general $1,126 · fundraising $120
-
19 · Conferences, conventions and meetings
total $4,448 · program services $2,043 · management and general $2,174 · fundraising $231
-
22 · Depreciation, depletion and amortization
total $11,010 · program services $5,057 · management and general $5,381 · fundraising $572
-
23 · Insurance
total $16,480 · program services $7,569 · management and general $8,054 · fundraising $857
-
24a · Other expenses: CONTRACTED SERVICES
total $3,921 · management and general $3,921
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $81,923 · end of year $193,558
-
2 · Savings and temporary cash investments
beginning of year $244,581 · end of year $117,904
-
3 · Pledges and grants receivable
end of year $36,333
-
4 · Accounts receivable
beginning of year $128,230 · end of year $101,318
-
9 · Prepaid expenses and deferred charges
beginning of year $2,099 · end of year $1,517
-
10a · Land, buildings and equipment: cost or other basis
$269,688
-
10b · Land, buildings and equipment: accumulated depreciation
$164,927
-
10c · Land, buildings and equipment, net
beginning of year $115,771 · end of year $104,761
-
12 · Investments: other securities
beginning of year $374,868 · end of year $330,789
-
15 · Other assets
beginning of year $5,747 · end of year $97,720
-
17 · Accounts payable and accrued expenses
beginning of year $30,491 · end of year $28,075
-
19 · Deferred revenue
end of year $4,572
-
21 · Escrow or custodial account liability
beginning of year $9,717 · end of year $10,476
-
25 · Other liabilities
beginning of year $0 · end of year $58,376
-
27 · Net assets without donor restrictions
beginning of year $812,199 · end of year $770,699
-
28 · Net assets with donor restrictions
beginning of year $100,812 · end of year $111,702
Mission and programs · 2022
Mission
FAMILY SERVICE ASSOCIATION OF SHEBOYGAN, INC. IS DEDICATED TO HELPING INDIVIDUALS AND FAMILIES MAINTAIN AND ACHIEVE FINANCIAL STABILITY AND IMPROVE THEIR QUALITY OF LIFE. WE ACCOMPLISH THIS AND ENHANCE THE COMMUNITY BY PROVIDING EDUCATION, COUNSELING, ADVOCACY, AND FINANCIAL MANAGEMENT PROGRAMS.
-
CONDUCTED 1,234 TOTAL COUNSELING SESSIONS WITH 1,588 INDIVIDUALS AND 1,346 FAMILIES AND ASSISTING THEM IN ASSESSING THEIR CURRENT FINANCIAL SITUATIONS. PROVIDED SUGGESTIONS FOR HANDLING DEBT AND HELPED 46 FAMILIES MANAGE THEIR DEBT REPAYMENT PLANS. PROVIDED OVER 156 INDIVIDUALS WITH BANKRUPTCY EDUCATIONS PROGRAMS.
Expenses $264,870 · Revenue $295,623
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Shannon KlahnSHANNON KLAHN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Paul KuplicPAUL KUPLIC
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Eric ZufeltERIC ZUFELT
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Jamie BurkartJAMIE BURKART
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Nick Banko Thru JulyNICK BANKO THRU JULY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John Putnam Thru JanuaryJOHN PUTNAM THRU JANUARY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Morgan Stittleburg Thru SeptemberMORGAN STITTLEBURG THRU SEPTEMBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew SwansonMATTHEW SWANSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary Ann ThielkeMARY ANN THIELKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tony WiltziusTONY WILTZIUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pa Yang Thru SeptemberPA YANG THRU SEPTEMBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daryl MangeriDARYL MANGERI
EXECUTIVE DIRECTOR
- Total calculated
- $87,108
- From this org
- $67,379
- From related orgs
- $14,929
- Other
- $4,800
- Hours/week
- 20 + 20 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ADVOCACY PROGRAMS OF FAMILY SERVICE ASSOCATION OF SHEBOYGAN INC
501(C)(3) · PROVIDE FINANCIAL MANAGEMENT ASSISTANCE TO THOSE WITH FINANCIAL DIFFICULTIES · WI
Directly controlled by BOARD OF DIRECTORS
-
CREDIT COUNSELING CENTERS OF WISCONSIN
501(C)(3) · THE COORDINATION AND ACCOUNTING OF REVENUE/EXPENSE FOR MONEY SMART SHEBOYGAN · WI
Directly controlled by BOARD OF DIRECTORS
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 31 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333139349302178
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