WINONA ARMS INC (EIN 363314934) - 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

1984

Legal Domicile

Principal Officer

JOSEPH HOLMBERG

Phone

6123770549

Tax Period

2024-07-01 to 2025-06-30

WINONA ARMS INC, founded in 1984, is a small nonprofit that reported $558K in total revenue in fiscal year 2024.

Mission

AFFORDABLE HOUSING FOR LOWER INCOME SENIOR CITIZENS.

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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 $0

Program Service Revenue $556,092

Investment Income $1,717

Other Revenue $0

TOTAL REVENUE $557,809

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $565,019

Other Expenses $565,019

TOTAL EXPENSES $565,019

Year-over-Year Comparison

	2024	2023	Change
Revenue	$557,809	$526,373	+0.1%
Expenses	$565,019	$504,002	+0.1%
Net Income	$-7,210	$22,371	-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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH HOLMBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN MILLER	CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE WILSON	TREASURER	1.00	Officer Director	$0	$0	$0
NANCY HOLMBERG	SECRETARY	1.00	Officer 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
2025	$557,809	$565,019	$1,636,053	$-7,210
2024	$526,373	$504,002	$1,693,560	$22,371
2023	$498,084	$572,780	$1,722,769	$-74,696
2022	$507,270	$520,658	$1,855,057	$-13,388
2021	$518,770	$474,783	$1,919,386	$43,987
2020	$486,764	$547,933	$1,906,279	$-61,169
2019	$477,420	$482,059	$2,128,379	$-4,639

WINONA ARMS INC