BAR BUDDIES LTD

EIN: 272387402 501(c)(3) Mental Health

SAUK CITY, WI

Total Revenue
$-11,387
Total Expenses
$49,237
Total Assets
$181,892
Net Assets
$181,520
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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
2012
Legal Domicile
WI
Principal Officer
ALISON HORNE
Phone
6083704300
Tax Period
2020-01-01 to 2020-12-31

BAR BUDDIES LTD, founded in 2012, is a micro nonprofit in the Mental Health sector that reported $11K in total revenue in fiscal year 2020. Revenue fell 106% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE SAFE RIDES FOR BAR PATRONS

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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 (2020)

Revenue Breakdown

Contributions & Grants $4,007
Program Service Revenue $7,722
Investment Income $144
Other Revenue $-23,260
TOTAL REVENUE $-11,387

Expense Breakdown

Grants Paid $0
Salaries & Benefits $16,916
Fundraising Expenses $0
Program Expenses $49,237
Other Expenses $32,321
TOTAL EXPENSES $49,237

Year-over-Year Comparison

2020 2019 Change
Revenue $-11,387 $183,906 -1.1%
Expenses $49,237 $51,438 0.0%
Net Income $-60,624 $132,468 -1.5%
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

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Governance

Voting Members
7
Independent Members
7
Employees
2
Volunteers
10

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
ALAN WILDMAN SECRETARY/TREASURER 1.00
$0 $0 $0
JEFF SPENCER DIRECTOR 1.00
$0 $0 $0
JERRY STRUNZ VICE PRESIDENT 1.00
$0 $0 $0
CHIP MEISTER PRESIDENT 1.00
$0 $0 $0
LORRIE DRUCKS DIRECTOR 1.00
$0 $0 $0
SUE BALLWEG DIRECTOR 1.00
$0 $0 $0
KELSEY KELLEY DIRECTOR 1.00
$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
2020 $-11,387 $49,237 $181,892 $-60,624
2019 $183,906 $51,438 $242,516 $132,468
2018 $137,259 $68,042 $110,139 $69,217
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