Wise Penny Inc (EIN 201507052) - 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

2004

Legal Domicile

Principal Officer

Jerry E Haupt

Phone

9207690017

Tax Period

2025-01-01 to 2025-12-31

Wise Penny Inc, founded in 2004, is a small nonprofit in the Human Services sector that reported $348K in total revenue in fiscal year 2025.

Mission

Wise Penny Inc operates a thrift store called Repeat Performance Resale

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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 (2025)

Revenue Breakdown

Contributions & Grants $8,807

Program Service Revenue $0

Investment Income $853

Other Revenue $338,279

TOTAL REVENUE $347,939

Expense Breakdown

Grants Paid $298,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $298,550

Other Expenses $54,717

TOTAL EXPENSES $353,267

Year-over-Year Comparison

	2025	2024	Change
Revenue	$347,939	$324,883	+0.1%
Expenses	$353,267	$343,232	+0.0%
Net Income	$-5,328	$-18,349	-0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD BREY	Board Member	5.00	Director	$0	$0	$0
MATT MANTHE	Board Member	8.00	Director	$0	$0	$0
ROBERT BARTHELS	Board Member	8.00	Director	$0	$0	$0
KATHIE NELSON	Board Member	12.00	Director	$0	$0	$0
JACK MEISNER	Board Member	7.00	Director	$0	$0	$0
JERRY HAUPT	President	8.00	Officer	$0	$0	$0
CAROL KASTEN	Secretary	20.00	Officer	$0	$0	$0
PAUL SEEGER	Vice President	10.00	Officer	$0	$0	$0
LARRY SCHNEIDER	Treasurer	6.00	Officer	$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	$347,939	$353,267	$408,546	$-5,328
2024	$324,883	$343,232	$413,769	$-18,349
2023	$308,623	$315,286	$432,493	$-6,663
2022	$281,411	$290,027	$439,156	$-8,616
2021	$264,505	$269,204	$447,772	$-4,699
2020	$179,940	$200,966	$452,471	$-21,026
2019	$255,035	$258,730	$473,497	$-3,695
2018	$241,729	$248,429	$477,192	$-6,700

Wise Penny Inc