SPIRIT OF THE RIVERS MONUMENT CHARITABLE CORPORATION INC (EIN 274167030) - 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

2010

Legal Domicile

Principal Officer

CAROL WERGIN

Phone

9202424445

Tax Period

2018-07-01 to 2019-06-30

SPIRIT OF THE RIVERS MONUMENT CHARITABLE CORPORATION INC, founded in 2010, is a micro nonprofit that reported $5K in total revenue in fiscal year 2018. Expenses of $223K exceeded revenue, resulting in a 4188% operating deficit.

Mission

DEVELOP AN ORGANIZATION TO CREATE A BRONZE MONUMENT BY ARTIST R.T. WALLEN HONORING AMERICAN INDIAN CULTURE OF THE GREAT LAKES REGION; INSPIRE COMMUNITY SUPPORT TO ERECT AND SUSTAIN THE SPIRIT OF THE RIVERS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $63,204

Program Service Revenue $0

Investment Income $837

Other Revenue $-58,844

TOTAL REVENUE $5,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,334

Other Expenses $222,869

TOTAL EXPENSES $222,869

Year-over-Year Comparison

	2018	2017	Change
Revenue	$5,197	$-5,069	-2.0%
Expenses	$222,869	$176,692	+0.3%
Net Income	$-217,672	$-181,761	+0.2%

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

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
CAROL WERGIN	CO-PRESIDENT	20.00	Officer Director	$0	$0	$0
JEFF DAWSON	SECRETARY	1.50	Officer Director	$0	$0	$0
THOMAS A VAN HORN	TREASURER	1.50	Officer Director	$0	$0	$0
KERRY TRASK	BOARD MEMBER	0.50	Director	$0	$0	$0
PATRICK GAGNON	BOARD MEMBER	0.50	Director	$0	$0	$0
CAROLE WITT STARCK	BOARD MEMBER	0.50	Director	$0	$0	$0
MARY SNYDER	BOARD MEMBER	0.50	Director	$0	$0	$0
JOE METZEN	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
LISA QUISTORF	BOARD MEMBER	0.50	Director	$0	$0	$0
JUDITH GOODCHILD	BOARD MEMBER	0.50	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
2019	$5,197	$222,869	$164,885	$-217,672

SPIRIT OF THE RIVERS MONUMENT CHARITABLE CORPORATION INC