WINONA VOLUNTEER SERVICES INC (EIN 237376207) - 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

1972

Legal Domicile

Principal Officer

SANDRA BURKE

Phone

5074525591

Tax Period

2023-01-01 to 2023-12-31

WINONA VOLUNTEER SERVICES INC, founded in 1972, is a community nonprofit in the Human Services sector that reported $3.9M in total revenue in fiscal year 2023. Revenue surged 160% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 68% operating margin.

Mission

WITH DEDICATED VOLUNTEERS AND PARTNERS, WE HELP PEOPLE ADDRESS LIFE'S CHALLENGES IN A RESPECTFUL AND DIGNIFIED MANNER. WE DO THIS THROUGH COORDINATED ASSISTANCE, FOOD PROGRAMS, HOME DELIVERED MEALS, SPECIAL PROJECTS, NUTRITION EDUCATION AND CLOTHES SHOP. WVS RELIES ON VOLUNTEERS TO PROVIDE DIRECT ASSITANCE IN OUR MAJOR PROGRAMS. WVS WAS RECERTIFIED THROUGH THE POINTS OF LIGHT FOUDATION AS A SERVICE ENTERPRISE ORGANIZATION. THIS DEMONSTRATES HOW COMMITTED WVS IS TO EFFECTIVELY DELIVERING ON OUR MISSSION BY ALIGNING VOLUNTEER PASSIONS AND SKILLS WITH MEANINGFUL VOLUNTEER POSITIONS.

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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 $4,037,669

Program Service Revenue $122,989

Investment Income $-247,795

Other Revenue $-21,628

TOTAL REVENUE $3,891,235

Expense Breakdown

Grants Paid $600,641

Salaries & Benefits $356,132

Fundraising Expenses $87,938

Program Expenses $1,057,322

Other Expenses $307,741

TOTAL EXPENSES $1,264,514

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,891,235	$1,495,498	+1.6%
Expenses	$1,264,514	$1,300,267	0.0%
Net Income	$2,626,721	$195,231	+12.5%

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

350

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

$93,235

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER BAGSHAW	PRESIDENT	7.00	Officer Director	$0	$0	$0
MATT ESCH	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN MAHONEY	TREASURER	1.00	Officer Director	$0	$0	$0
JULIE KOSIDOWSKI	SECRETARY	1.00	Officer Director	$0	$0	$0
HEATHER BEIER	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN BIESANZ	DIRECTOR	1.00	Director	$0	$0	$0
MORGAN GISH	DIRECTOR	1.00	Director	$0	$0	$0
NICK LARSON	DIRECTOR	1.00	Director	$0	$0	$0
JESSIE RIVERS	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY SCHINDELDECKER	DIRECTOR	3.00	Director	$0	$0	$0
DAN WEIS	DIRECTOR	1.00	Director	$0	$0	$0
JOLENE VASELAAR	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA BURKE	EXECUTIVE DIRECTOR	40.00	Officer	$93,235	$0	$93,235

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	$3,891,235	$1,264,514	$9,057,756	$2,626,721
2022	$1,495,498	$1,300,267	$3,067,886	$195,231
2021	$1,420,404	$1,174,128	$3,194,682	$246,276
2020	$1,726,860	$1,259,772	$2,793,928	$467,088
2019	$1,112,122	$1,078,670	$2,176,978	$33,452
2018	$1,031,479	$1,112,241	$1,969,799	$-80,762

WINONA VOLUNTEER SERVICES INC