WINONA COMMUNITY FOUNDATION (EIN 363500853) - 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

1987

Legal Domicile

Principal Officer

KATHY PETERSON

Phone

5074546511

Tax Period

2023-01-01 to 2023-12-31

WINONA COMMUNITY FOUNDATION, founded in 1987, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. Net assets of $12.9M represent 64 months of operating reserves.

Mission

TO IMPROVE THE QUALITY OF LIFE IN THE WINONA AREA BY EDUCATING THE PUBLIC ABOUT THE PRACTICE OF PHILANTHROPY AND ITS BENEFITS BOTH TO DONORS AND TO THE COMMUNITY, CONNECTING PEOPLE WITH CHARITABLE INTENT AND RESOURCES WITH ORGANIZATIONS AND CAUSES THAT CAN ADVANCE THE PUBLIC GOOD, GATHERING, PRESERVING, AND STEWARDING PHILANTHROPIC RESOURCES, COLLABORATING WITH OTHER CHARITABLE ORGANIZATIONS, SERVING AS A CATALYST FOR SELECTED COMMUNITY INITIATIVES, AND MAKING GRANTS TO PROJECTS AND CAUSES THAT ADDRESS BOTH THE NEEDS AND THE OPPORTUNITIES PRESENT IN THE COMMUNITY.

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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 $1,998,147

Program Service Revenue $63,871

Investment Income $263,906

Other Revenue $83,424

TOTAL REVENUE $2,409,348

Expense Breakdown

Grants Paid $1,681,381

Salaries & Benefits $199,738

Fundraising Expenses $44,048

Program Expenses $2,109,987

Other Expenses $519,210

TOTAL EXPENSES $2,400,329

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,409,348	$1,326,891	+0.8%
Expenses	$2,400,329	$2,622,772	-0.1%
Net Income	$9,019	$-1,295,881	-1.0%

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

$153,270

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW GUZZO	DIRECTOR	1.00	Director	$0	$0	$0
AARON YOUNG	TREASURER	2.00	Officer Director	$0	$0	$0
KATHLEEN PETERSON	CHAIR	2.00	Officer Director	$0	$0	$0
ANGELA LALLEMONT	DIRECTOR	1.00	Director	$0	$0	$0
ANN GIBSON	SECRETARY	1.00	Officer Director	$0	$0	$0
AMANDA HEDLUND	DIRECTOR - THROUGH 6/30/2023	1.00	Director	$0	$0	$0
MAURELLA CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE CZAPLEWSKI	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN O'REILLY	DIRECTOR	1.00	Director	$0	$0	$0
COREY HANCOCK	DIRECTOR	1.00	Director	$0	$0	$0
JOLENE VASELAAR	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA FRANZEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVE JENSEN	DIRECTOR	1.00	Director	$0	$0	$0
CINDY TELSTAD	DIRECTOR	1.00	Director	$0	$0	$0
JACOB WOODWORTH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
NANCY BROWN	EXECUTIVE DIRECTOR	40.00	Officer	$100,382	$4,644	$105,026
MANDI OLSON	FINANCE DIRECTOR	25.00	Officer	$44,825	$3,419	$48,244

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	No data	No data	No data	No data
2023	$2,409,348	$2,400,329	$17,131,515	$9,019
2022	$1,326,891	$2,622,772	$14,899,385	$-1,295,881
2021	$3,127,557	$2,208,916	$18,963,521	$918,641
2020	$2,565,851	$1,936,288	$16,267,330	$629,563
2019	$2,562,416	$1,786,936	$15,075,032	$775,480
2018	$1,883,776	$1,977,209	$12,693,170	$-93,433

WINONA COMMUNITY FOUNDATION