DR WILLARD E AND ELLA N ROMBERG SUPPORTING FOUNDATION (EIN 204245696) - 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

2006

Legal Domicile

Principal Officer

REV MICHAEL A WOLDT

Phone

5073548221

Tax Period

2024-01-01 to 2024-12-31

DR WILLARD E AND ELLA N ROMBERG SUPPORTING FOUNDATION, founded in 2006, is a small nonprofit in the Religion sector that reported $278K in total revenue in fiscal year 2024. Revenue surged 100% from the prior year, signaling strong growth momentum. Expenses of $247K left a modest 11% surplus.

Mission

TO HOLD AND ADMINISTER THE TRUST PROPERTY FOR THE BENEFIT OF TAX-EXEMPT ORGANIZATIONS.

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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 $0

Program Service Revenue $0

Investment Income $277,621

Other Revenue $0

TOTAL REVENUE $277,621

Expense Breakdown

Grants Paid $235,066

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $235,066

Other Expenses $11,711

TOTAL EXPENSES $246,777

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,621	$138,906	+1.0%
Expenses	$246,777	$232,345	+0.1%
Net Income	$30,844	$-93,439	-1.3%

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

$95,425

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV MICHAEL A WOLDT	CHAIR	1.00	Officer Director	$0	$0	$0
MR JOE E ARCHER	TRUSTEE	1.00	Director	$0	$0	$0
MR JOEL T LAUBER	SECRETARY	1.00	Officer Director	$0	$0	$0
MR PAUL H KELM	TRUSTEE	1.00	Director	$0	$0	$0
MR TIMOTHY LUETZOW	TRUSTEE	1.00	Director	$0	$0	$0
MR THOMAS M KLAUDT	TRUSTEE	1.00	Director	$0	$0	$0
REV PETER M PRANGE	TRUSTEE	1.00	Director	$0	$0	$0
MR MICHAEL S VALLEAU	TRUSTEE	1.00	Director	$0	$0	$0
REV LARRY F SEAFERT	TRUSTEE	1.00	Director	$0	$0	$0
REV PETER J SNYDER	TRUSTEE	1.00	Director	$0	$0	$0
MR TODD S MARTEN	TRUSTEE	1.00	Director	$0	$0	$0
REV KARL M SCHULTZ	TRUSTEE	1.00	Director	$0	$0	$0
MR JACOB J UNKE	TRUSTEE	1.00	Director	$0	$0	$0
MR SCOTT D SCHMUDLACH	ASSISTANT SECRETARY	1.00	Officer	$0	$20,476	$95,425

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	$277,621	$246,777	$4,701,327	$30,844
2023	$138,906	$232,345	$4,440,942	$-93,439
2022	$184,833	$209,642	$3,973,141	$-24,809
2021	$551,325	$263,150	$5,025,617	$288,175
2020	$206,767	$248,427	$4,767,080	$-41,660
2019	$170,676	$219,183	$4,178,030	$-48,507
2018	$432,296	$185,961	$3,619,403	$246,335

DR WILLARD E AND ELLA N ROMBERG SUPPORTING FOUNDATION