Ripon Society Inc (EIN 042370356) - 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

1962

Legal Domicile

Principal Officer

James K Conzelman

Phone

2022161008

Tax Period

2023-01-01 to 2023-12-31

Ripon Society Inc, founded in 1962, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2023. The organization ran a surplus of $1.1M, a strong 21% operating margin.

Mission

To provide a forum for the discussion of policy issues and mechanism for research into those issues; to promote general welfare of people of the community.

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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 $8,500

Program Service Revenue $4,574,947

Investment Income $430,418

Other Revenue $136

TOTAL REVENUE $5,014,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,812,163

Fundraising Expenses $440,968

Program Expenses $3,152,388

Other Expenses $2,133,991

TOTAL EXPENSES $3,946,154

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,014,001	$4,798,375	+0.0%
Expenses	$3,946,154	$3,646,640	+0.1%
Net Income	$1,067,847	$1,151,735	-0.1%

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

$831,681

Total Directors

$831,681

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James K Conzelman	President & CEO	30.00	Officer Director	$777,712	$53,969	$831,681
Terri McIntosh	Membership Dir	40.00		$306,129	$30,660	$336,789
Louis Zickar	Communications Dir	40.00		$294,544	$25,000	$319,544
Julia Wilkie	Special Assistant	40.00		$209,393	$16,362	$225,755
Stephen Jackson	Policy Director	40.00		$184,518	$18,886	$203,404
Joanna McIntosh	Director	0.10	Director	$0	$0	$0
Bill Bailey	Director	0.10	Director	$0	$0	$0
Kaya Singleton	Director	0.10	Director	$0	$0	$0
Chris Herndon	Director	0.10	Director	$0	$0	$0
Jim Murtha	Director	0.10	Director	$0	$0	$0
Joanna Foust	Chairman	0.25	Officer Director	$0	$0	$0
Paul Redifer	Director	0.10	Director	$0	$0	$0
Dawson Hobbs	Director	0.10	Director	$0	$0	$0
Don Carlson	Director	0.10	Director	$0	$0	$0
Greg Polk	Secretary	0.12	Officer Director	$0	$0	$0
Beverly Marshall	Director	0.10	Director	$0	$0	$0
Rachel Robinson	Treasurer	0.15	Officer Director	$0	$0	$0
Dan Roehl	Director	0.15	Director	$0	$0	$0
John Sampson	Director	0.10	Director	$0	$0	$0
Sam Lancaster	Director	0.10	Director	$0	$0	$0
John T O'Rourke	Director	0.10	Director	$0	$0	$0
Bob Rusbuldt	Director	0.10	Director	$0	$0	$0
Molly Ryan	Director	0.10	Director	$0	$0	$0
Bobby Thomson	Vice Chair	0.15	Officer Director	$0	$0	$0
John Timmons	Director	0.10	Director	$0	$0	$0
Ralph Hellmann	Director	0.10	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
2024	No data	No data	No data	No data
2023	$5,014,001	$3,946,154	$19,253,656	$1,067,847
2022	$4,798,375	$3,646,640	$17,456,124	$1,151,735
2021	$3,657,728	$2,377,531	$17,655,909	$1,280,197
2020	$3,816,018	$2,102,756	$15,898,614	$1,713,262
2019	$4,786,054	$3,754,102	$13,861,900	$1,031,952
2018	$4,849,543	$3,560,642	$11,967,459	$1,288,901

Ripon Society Inc