THE ARC OF WINNEBAGO BOONE & OGLE (EIN 362804806) - 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

1972

Legal Domicile

Phone

8159653455

Tax Period

2024-07-01 to 2025-06-30

THE ARC OF WINNEBAGO BOONE & OGLE, founded in 1972, is a small nonprofit that reported $865K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

SERVICES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS

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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 (2024)

Revenue Breakdown

Contributions & Grants $67,757

Program Service Revenue $689,658

Investment Income $82,393

Other Revenue $25,584

TOTAL REVENUE $865,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $585,492

Fundraising Expenses $86,989

Program Expenses $715,937

Other Expenses $264,319

TOTAL EXPENSES $849,811

Year-over-Year Comparison

	2024	2023	Change
Revenue	$865,392	$783,022	+0.1%
Expenses	$849,811	$776,294	+0.1%
Net Income	$15,581	$6,728	+1.3%

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

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

Total Directors

Key Employees

$88,421

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY NEWELL	EXECUTIVE DIRECTOR	40.00	Key Emp	$88,421	$0	$88,421
J LAIRD LAMBERT	DIRECTOR	2.00	Director	$0	$0	$0
DAVID LEE	DIRECTOR	3.00	Director	$0	$0	$0
PAULA HUGHES	DIRECTOR	3.00	Director	$0	$0	$0
ERIN OGORMAN	DIRECTOR	3.00	Director	$0	$0	$0
KARLA CLARK	DIRECTOR	3.00	Director	$0	$0	$0
SHAUNA GUSTAFSON	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
SAMANTHA STERN	DIRECTOR	3.00	Director	$0	$0	$0
MATT WHITE	DIRECTOR	3.00	Director	$0	$0	$0
PAULA REITER	DIRECTOR	4.00	Director	$0	$0	$0
JEREMY ENNIS	DIRECTOR	4.00	Director	$0	$0	$0
SARAH HEIDEMAN	DIRECTOR	2.00	Director	$0	$0	$0
ADAM MUSFELDT	PRESIDENT	4.00	Officer	$0	$0	$0
MARION MOMALY	TREASURER	4.00	Officer	$0	$0	$0
RUTH GUENZLER	SECRETARY	4.00	Officer	$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
2025	$865,392	$849,811	$1,261,493	$15,581
2024	$783,022	$776,294	$1,181,576	$6,728
2023	$724,184	$664,699	$1,264,761	$59,485
2022	$661,360	$586,948	$1,128,545	$74,412
2021	$553,782	$504,020	$924,333	$49,762
2020	$524,089	$492,036	$882,956	$32,053
2019	$423,294	$504,488	$753,735	$-81,194

THE ARC OF WINNEBAGO BOONE & OGLE