Wittenberg Manor Inc (EIN 237300017) - 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

1973

Legal Domicile

Principal Officer

Steve Ellis

Phone

5107854848

Tax Period

2025-01-01 to 2025-12-31

Wittenberg Manor Inc, founded in 1973, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2025. The organization ran a surplus of $938K, a strong 36% operating margin.

Mission

To provide affordable housing to elderly and disabled persons

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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 $1,918,204

Program Service Revenue $461,041

Investment Income $221,065

Other Revenue $0

TOTAL REVENUE $2,600,310

Expense Breakdown

Grants Paid $33,566

Salaries & Benefits $427,888

Fundraising Expenses $0

Program Expenses $1,371,006

Other Expenses $1,201,236

TOTAL EXPENSES $1,662,690

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,600,310	$2,462,438	+0.1%
Expenses	$1,662,690	$1,541,045	+0.1%
Net Income	$937,620	$921,393	+0.0%

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

N/A

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
Dave Mueller	Vice President	1.00	Officer Director	$0	$0	$0
Frank Mitchell II	Director	1.00	Director	$0	$0	$0
Henry Blank	Treasurer	1.00	Officer Director	$0	$0	$0
Maria Mitchell	Secretary	1.00	Officer Director	$0	$0	$0
Phil Caspersen	Director	1.00	Director	$0	$0	$0
Steve Ellis	President	1.00	Officer Director	$0	$0	$0
Jerrie Moyer	Director	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
2025	$2,600,310	$1,662,690	$10,999,950	$937,620
2024	$2,462,438	$1,541,045	$10,029,170	$921,393
2023	$2,359,529	$1,449,451	$9,250,056	$910,078
2022	$2,132,621	$1,541,780	$8,492,662	$590,841
2021	$2,058,381	$1,378,666	$8,032,747	$679,715
2020	$2,033,729	$1,279,870	$7,485,172	$753,859
2019	$1,757,554	$1,341,258	$6,854,708	$416,296
2018	$1,553,498	$1,308,146	$6,562,798	$245,352

Wittenberg Manor Inc