WINONA SOCIAL CLUB 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

1963

Legal Domicile

Principal Officer

PATRICK GARRITY

Phone

6036239248

Tax Period

2023-11-01 to 2024-10-31

WINONA SOCIAL CLUB INC, founded in 1963, is a micro nonprofit that reported $92K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $107K exceeded revenue, resulting in a 16% operating deficit.

Mission

PROMOTING MUTUAL ACQUAINTANCE AND GOOD FELLOWSHIP AMOUNG ALL MEMBERS OF THE CLUB

Program Service Accomplishments

Program 1

SOCIAL FUNCTIONS FOR MEMBERS (MOSTLY ELDERLY) INCLUDING HOLIDAYS, WHERE NO OTHER FAMILY MEMBERS EXIST

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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 $3,367

Program Service Revenue $0

Investment Income $0

Other Revenue $88,559

TOTAL REVENUE $91,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,536

Fundraising Expenses $0

Other Expenses $77,166

TOTAL EXPENSES $106,702

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,926	$111,651	-0.2%
Expenses	$106,702	$144,864	-0.3%
Net Income	$-14,776	$-33,213	-0.6%

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

N/A

Employees

Volunteers

N/A

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

Total Directors

$1,553

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patrick Garrity	President	4.00	Director	$327	$0	$327
Andrea Lajoie	Treasurer	4.00	Director	$1,226	$0	$1,226

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	$91,926	$106,702	$103,013	$-14,776
2023	$111,651	$144,864	$96,499	$-33,213
2021	$133,421	$127,489	$118,495	$5,932
2020	$106,802	$115,731	$105,400	$-8,929
2019	$96,810	$107,905	$114,010	$-11,095
2018	$116,518	$144,462	$124,533	$-27,944