HEALTHY WISCONSIN ALLIANCE INC (EIN 203809620) - 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

ERIC BORGERDING

Phone

6082741820

Tax Period

2024-01-01 to 2024-12-31

HEALTHY WISCONSIN ALLIANCE INC, founded in 2005, is a small nonprofit that reported $283K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $165K, a strong 58% operating margin.

Mission

PROMOTE THE SOCIAL WELFARE OF CITIZENS OF WISCONSIN THROUGH ADVOCACY ON HEALTH CARE ISSUES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $283,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $283,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,000

Other Expenses $118,402

TOTAL EXPENSES $118,402

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,000	$191,000	+0.5%
Expenses	$118,402	$127,899	-0.1%
Net Income	$164,598	$63,101	+1.6%

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

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

$1,524,523

Total Directors

$1,524,523

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC BORGERDING	PRESIDENT	1.00	Officer Director	$0	$47,859	$1,351,909
BRIAN POTTER	SECRETARY/TREASURER	1.00	Officer Director	$0	$7,035	$172,614
JOHN RUSSELL	PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
THOMAS ARQUILLA	CHAIRMAN	1.00	Director	$0	$0	$0
STEVE MASSEY	CHAIRMAN	1.00	Director	$0	$0	$0
JEFF BARD	CHAIR ELECT	1.00	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	$283,000	$118,402	$377,986	$164,598
2023	$191,000	$127,899	$211,256	$63,101
2022	$227,500	$286,669	$145,031	$-59,169
2021	$144,272	$104,351	$202,200	$39,921
2020	$337,869	$422,746	$165,107	$-84,877
2018	$200,610	$120,622	$391,554	$79,988

HEALTHY WISCONSIN ALLIANCE INC