GREAT LAKES HEMOPHILIA FOUNDATION INC (EIN 237367636) - 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

1974

Legal Domicile

Principal Officer

DANIELLE LEITNER BAXTER

Phone

4142570200

Tax Period

2023-10-01 to 2024-09-30

GREAT LAKES HEMOPHILIA FOUNDATION INC, founded in 1974, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

TO EDUCATE, SUPPORT AND ADVOCATE FOR THE BLEEDING DISORDERS COMMUNITY OF WISCONSIN.

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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 $1,425,541

Program Service Revenue $6,416

Investment Income $90,370

Other Revenue $-46,526

TOTAL REVENUE $1,475,801

Expense Breakdown

Grants Paid $665,656

Salaries & Benefits $555,054

Fundraising Expenses $96,818

Program Expenses $1,170,885

Other Expenses $324,734

TOTAL EXPENSES $1,545,444

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,475,801	$1,557,533	-0.1%
Expenses	$1,545,444	$1,532,624	+0.0%
Net Income	$-69,643	$24,909	-3.8%

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

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

$159,761

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA WELSH	PRESIDENT	0.30	Officer Director	$0	$0	$0
DAVE AMOROSO	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
BRUCE CARTER	SECRETARY	0.30	Officer Director	$0	$0	$0
DUSTIN VAN PEURSEM	TREASURER	0.30	Officer Director	$0	$0	$0
MICHELLE BORRESON	DIRECTOR	0.30	Director	$0	$0	$0
TRACIE FECHTER	DIRECTOR	0.30	Director	$0	$0	$0
DAVID PETERSON	DIRECTOR	0.30	Director	$0	$0	$0
BOB MONTGOMERY	DIRECTOR	0.30	Director	$0	$0	$0
BEVERLY PETERSON	DIRECTOR	0.30	Director	$0	$0	$0
DANIELLE LEITNER BAXTER	EXECUTIVE DIRECTOR	40.00	Officer	$150,755	$9,006	$159,761

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	$1,475,801	$1,545,444	$3,069,458	$-69,643
2023	$1,557,533	$1,532,624	$2,466,633	$24,909
2022	$1,516,533	$1,471,056	$2,295,264	$45,477
2021	$1,364,312	$1,335,954	$2,822,790	$28,358
2020	$1,284,453	$1,325,395	$2,570,807	$-40,942
2019	$1,566,751	$1,522,299	$2,474,465	$44,452
2018	$1,565,622	$1,524,981	$2,390,204	$40,641

GREAT LAKES HEMOPHILIA FOUNDATION INC