SCHOOL DISTRICT OF ALGOMA TRUST ACCOUNT

EIN: 266340524 Mutual Benefit

ALGOMA, WI

Total Revenue
$78,617
Total Expenses
$38,478
Total Assets
$1,145,433
Net Assets
$1,145,433
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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
WI
Principal Officer
JESSE BRINKMANN
Phone
9204877001
Tax Period
2024-07-01 to 2025-06-30

SCHOOL DISTRICT OF ALGOMA TRUST ACCOUNT, founded in 2005, is a micro nonprofit in the Mutual Benefit sector that reported $79K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 51% operating margin.

Mission

PROVIDE HEALTH AND DENTAL BENEFITS TO RETIREES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,102
Investment Income $75,515
Other Revenue $0
TOTAL REVENUE $78,617

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $3,317
TOTAL EXPENSES $38,478

Year-over-Year Comparison

2024 2023 Change
Revenue $78,617 $64,625 +0.2%
Expenses $38,478 $41,119 -0.1%
Net Income $40,139 $23,506 +0.7%
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

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Governance

Voting Members
1
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$3,317 $0 $3,317
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 $78,617 $38,478 $1,145,433 $40,139
2024 $64,625 $41,119 $1,105,294 $23,506
2023 $38,604 $57,554 $1,081,788 $-18,950
2022 $-114,137 $87,217 $1,100,738 $-201,354
2021 $100,558 $87,423 $1,302,092 $13,135
2020 $102,125 $118,970 $1,288,957 $-16,845
2019 $99,274 $114,102 $1,305,802 $-14,828
2018 $50,069 $126,182 $1,262,862 $-76,113
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