WINNEBAGO COUNTY BAR ASSOCIATION

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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

1906

Legal Domicile

Principal Officer

DOUG HENRY

Phone

8159644992

Tax Period

2019-07-01 to 2020-06-30

WINNEBAGO COUNTY BAR ASSOCIATION, founded in 1906, is a small nonprofit that reported $189K in total revenue in fiscal year 2019. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $49K, a strong 26% operating margin.

Mission

THE WINNEBAGO COUNTY BAR ASSOCIATION WILL PROMOTE AND SUPPORT THE PRACTICE OF LAW AND THE ADMINISTRATION OF JUSTICE ACCORDING TO THE HIGHEST STANDARDS WHILE ALSO SERVING ITS MEMBERS THROUGH EDUCATION, COLLEGIALITY AND OPPORTUNITIES FOR PUBLIC SERVICE.

Program Service Accomplishments

Program 1

Expenses: $140,132 Revenue: $189,256

CONTINUING LEGAL EDUCATION

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $182,578

Investment Income $26

Other Revenue $6,706

TOTAL REVENUE $189,310

Expense Breakdown

Grants Paid $1,219

Salaries & Benefits $93,342

Fundraising Expenses $0

Program Expenses $140,132

Other Expenses $45,571

TOTAL EXPENSES $140,132

Year-over-Year Comparison

	2019	2018	Change
Revenue	$189,310	$147,757	+0.3%
Expenses	$140,132	$160,777	-0.1%
Net Income	$49,178	$-13,020	-4.8%

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

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

$62,016

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEB DELIA	PRESIDENT	0.50	Officer Director	$0	$0	$0
DOUG HENRY	1ST VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JOHN HOLEVAS	2ND VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
LAURA HUNT	TREASURER	0.50	Officer Director	$0	$0	$0
CHRIS LOGLI	ASSISTANT TREASURER	0.50	Officer Director	$0	$0	$0
ELIZABETH BUCKO	SECRETARY	0.50	Officer Director	$0	$0	$0
CHANTEL BIELSKIS	CLE CHAIR	0.50	Officer Director	$0	$0	$0
ANDREW WILT	YOUNG LAWYER PRESIDENT	0.50	Director	$0	$0	$0
AARON BROOKS	DIRECTOR	0.50	Director	$0	$0	$0
LINDSEY D'AGNOLO	DIRECTOR	0.50	Director	$0	$0	$0
ANDY FISK	DIRECTOR	0.50	Director	$0	$0	$0
ADAM FLEMING	DIRECTOR	0.50	Director	$0	$0	$0
PATRICIA HALL	DIRECTOR	0.50	Director	$0	$0	$0
PENNY LECHTENBERG	DIRECTOR	0.50	Director	$0	$0	$0
NICK MEYER	DIRECTOR	0.50	Director	$0	$0	$0
SHERRI RUDY	DIRECTOR	0.50	Director	$0	$0	$0
PETER SAVITSKI	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL SHALBRACK	PRESIDENT (RESIGNED)	0.50	Officer Director	$0	$0	$0
TYLER SLACK	TREASURER (RESIGNED)	0.50	Officer Director	$0	$0	$0
KYLEE MILLER	SECRETARY (RESIGNED)	0.50	Officer Director	$0	$0	$0
JODY BOOHER	CLE CHAIR (RESIGNED)	0.50	Officer Director	$0	$0	$0
JENNA EWING	YOUNG LAWYER PRESIDENT (RESIGNED)	0.50	Director	$0	$0	$0
JEREMY BRIDGE	DIRECTOR (RESIGNED)	0.50	Director	$0	$0	$0
SARA DADY	DIRECTOR (RESIGNED)	0.50	Director	$0	$0	$0
KELLY VECCHIO	DIRECTOR (RESIGNED)	0.50	Director	$0	$0	$0
HOLLY NASH	EXECUTIVE DIRECTOR	40.00	Officer	$62,016	$0	$62,016

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	$189,310	$140,132	$145,815	$49,178
2019	$147,757	$160,777	$101,361	$-13,020