WILL GRUNDY MEDICAL CLINIC (EIN 363492306) - 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

Legal Domicile

Principal Officer

KATHLEEN WOLZ

Phone

8157265112

Tax Period

2023-07-01 to 2024-06-30

WILL GRUNDY MEDICAL CLINIC is a community nonprofit in the Health Care sector that reported $2.0M in total revenue in fiscal year 2023. The organization ran a surplus of $408K, a strong 21% operating margin.

Mission

PROVIDING FREE HEALTH-CARE SERVICES TO PEOPLE IN WILL AND GRUNDY COUNTIES WHO ARE UNABLE TO RECEIVE CARE FROM OTHER SOURCES. THESE SERVICES ARE PROVIDED THROUGH DEDICATED HEALTHCARE PROFESSIONALS.

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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 $1,928,918

Program Service Revenue $0

Investment Income $18,040

Other Revenue $23,273

TOTAL REVENUE $1,970,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $857,907

Fundraising Expenses $74,403

Program Expenses $1,421,331

Other Expenses $704,050

TOTAL EXPENSES $1,561,957

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,970,231	$1,970,231	N/A
Expenses	$1,561,957	$1,561,957	N/A
Net Income	$408,274	$408,274	N/A

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

236

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

$96,342

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LASHAWN WEST	DIRECTOR	40.00	Director	$96,342	$0	$96,342
ISAIAH WILLIAMS	DIRECTOR	0.00	Director	$0	$0	$0
MARNE BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
EDNA BRASS	CHAIRMAN	1.00	Director	$0	$0	$0
MARY BRENCZEWSKI	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY BRODERICK	CHAIRMAN	1.00	Director	$0	$0	$0
MATT CAMPBELL	CHAIRMAN	1.00	Director	$0	$0	$0
KEMI ALAUSA	DIRECTOR	1.00	Director	$0	$0	$0
CAROL DANIELSON	DIRECTOR	1.00	Director	$0	$0	$0
KATHY DUNN	DIRECTOR	1.00	Director	$0	$0	$0
JOE GEORGE	DIRECTOR	1.00	Director	$0	$0	$0
BRETT CARR	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY LIPINSKI	CHAIRMAN	1.00	Director	$0	$0	$0
TOM KENTNER	TREASURER	1.00	Officer Director	$0	$0	$0
HAZAIQ KHAN	DIRECTOR	1.00	Director	$0	$0	$0
AN LE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE LUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES MEADE	DIRECTOR	1.00	Director	$0	$0	$0
MITTCHELENA MEADE	CHAIRMAN	1.00	Director	$0	$0	$0
ALBERT MARIE PAPESH	DIRECTOR	1.00	Director	$0	$0	$0
LISA PIERSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL RITTOF	DIRECTOR	1.00	Director	$0	$0	$0
MARY ROSSIO	DIRECTOR	1.00	Director	$0	$0	$0
ERIK SCHELLING	SECRETARY	1.00	Officer Director	$0	$0	$0
TAYLOR STRUCKMEYER	DIRECTOR	1.00	Director	$0	$0	$0
DENISE WINFREY	DIRECTOR	1.00	Director	$0	$0	$0
KATHY WOLZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
TIM BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
STACY BAUMGARTNER	DIRECTOR	1.00	Director	$0	$0	$0
ALICIA MORALES	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LESLIE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER EDDY	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE NEWBON	DIRECTOR	1.00	Director	$0	$0	$0
YEIJIN YEOM	DIRECTOR	1.00	Director	$0	$0	$0
JAMES D WRIGHT	DIRECTOR	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	$2,483,501	$1,852,483	$2,100,584	$631,018
2024	$1,970,231	$1,561,957	$1,554,386	$408,274
2023	$951,467	$1,076,820	$1,104,820	$-125,353
2023	$1,970,231	$1,561,957	$1,554,386	$408,274
2022	$951,467	$1,076,820	$1,104,820	$-125,353
2021	$625,320	$676,158	$1,186,101	$-50,838
2021	$625,320	$676,158	$1,186,101	$-50,838
2020	$590,948	$576,934	$1,250,046	$14,014
2019	$418,506	$541,260	$1,233,769	$-122,754

WILL GRUNDY MEDICAL CLINIC