AVALON SQUARE INC

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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

2004

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

AVALON SQUARE INC, founded in 2004, is a community nonprofit in the Housing & Shelter sector that reported $7.3M in total revenue in fiscal year 2023. Expenses of $6.9M left a modest 6% surplus.

Mission

THE MISSION OF AVALON SQUARE, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.

Program Service Accomplishments

Program 1

Expenses: $5,701,959 Revenue: $7,032,184

AVALON SQUARE INC. LOCATED IN WAUKESHA, WISCONSIN CONSISTS OF 27 ASSISTED LIVING UNITS SPECIALIZING IN MEMORY CARE, 48 TRADITIONAL ASSISTED LIVING APARTMENTS AND 68 INDEPENDENT LIVING APARTMENTS.

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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 $86,098

Program Service Revenue $7,032,184

Investment Income $3,853

Other Revenue $223,742

TOTAL REVENUE $7,345,877

Expense Breakdown

Grants Paid $11,223

Salaries & Benefits $3,447,530

Fundraising Expenses $0

Program Expenses $5,701,959

Other Expenses $3,469,887

TOTAL EXPENSES $6,928,640

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,345,877	$6,882,211	+0.1%
Expenses	$6,928,640	$6,490,147	+0.1%
Net Income	$417,237	$392,064	+0.1%

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

$1,590,593

Total Directors

$1,318,331

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN LINDH	CEO	1.00	Officer Director	$0	$26,250	$1,089,847
MARK MEYER	CFO	1.00	Officer	$0	$21,646	$500,746
JONATHAN FLETCHER	VP DEVELOPMENT	1.00		$0	$28,580	$408,664
MARK PEDERSON	VP OPERATIONS (MAY 2023)	1.00		$0	$21,854	$295,435
DUANE LARSON	BOARD MEMBER	1.00	Director	$0	$10,839	$228,484
REV LISA HECKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN MULLER	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK HABIB	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KEITH PIERCE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTHA BROWN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN SJOSTROM	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
JEFFREY HEIN	BOARD MEMBER	1.00	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
2024	$7,345,877	$6,928,640	$21,861,843	$417,237
2023	$6,882,211	$6,490,147	$20,278,213	$392,064
2022	$6,531,014	$6,015,857	$17,747,585	$515,157
2021	$6,378,859	$5,752,927	$17,807,484	$625,932
2020	$6,087,322	$5,452,841	$17,428,766	$634,481
2019	$6,160,839	$6,706,981	$17,239,441	$-546,142
2018	$5,983,928	$5,327,450	$18,491,597	$656,478