WISCONSIN HOMEOWNERS ALLIANCE INC (EIN 202931469) - 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

2005

Legal Domicile

Principal Officer

MARY JO BOWE

Phone

6082412047

Tax Period

2023-01-01 to 2023-12-31

WISCONSIN HOMEOWNERS ALLIANCE INC, founded in 2005, is a community nonprofit in the Housing & Shelter sector that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $1.2M left a modest 8% surplus.

Mission

TO ADVANCE AND PROMOTE ISSUES OF CONCERN TO WISCONSIN PROPERTY OWNERS.

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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 $0

Program Service Revenue $1,298,833

Investment Income $35,641

Other Revenue $0

TOTAL REVENUE $1,334,474

Expense Breakdown

Grants Paid $600,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,160,220

Other Expenses $631,496

TOTAL EXPENSES $1,231,496

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,334,474	$1,809,488	-0.3%
Expenses	$1,231,496	$1,283,149	0.0%
Net Income	$102,978	$526,339	-0.8%

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

$460,921

Total Directors

$461,219

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH HORNING	PRESIDENT	0.02	Officer Director	$0	$0	$1,500
MICHAEL THEO	SECRETARY/TREASURER	0.02	Officer Director	$0	$34,520	$459,421
MARY JO BOWE	DIRECTOR	0.02	Director	$0	$0	$298
CHRIS DEVINCENTIS	DIRECTOR	0.02	Director	$0	$0	$0
MICHAEL DIDIER	DIRECTOR	0.02	Director	$0	$0	$0
JEFFREY HOFFMAN	DIRECTOR	0.02	Director	$0	$0	$0
RYAN OLSON	DIRECTOR	0.02	Director	$0	$0	$0
JOY POUWELS	DIRECTOR	0.02	Director	$0	$0	$0
ROB RYBARCZYK	DIRECTOR	0.02	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	$1,334,474	$1,231,496	$4,049,270	$102,978
2022	$1,809,488	$1,283,149	$3,716,399	$526,339
2021	$1,390,927	$455,478	$3,509,957	$935,449
2020	$1,317,915	$1,617,710	$1,897,966	$-299,795
2019	$2,232,021	$2,360,968	$1,790,600	$-128,947
2018	$1,192,357	$2,163,963	$1,947,111	$-971,606

WISCONSIN HOMEOWNERS ALLIANCE INC