FOX VALLEY & VICIN CONSTRUCTION WEL FUND (EIN 366147408) - 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

1961

Legal Domicile

Principal Officer

ART STURMS

Phone

8475191880

Tax Period

2024-06-01 to 2025-05-31

FOX VALLEY & VICIN CONSTRUCTION WEL FUND, founded in 1961, is a community nonprofit that reported $8.2M in total revenue in fiscal year 2017. Net assets of $20.6M represent 30 months of operating reserves.

Mission

TO PROVIDE MEDICAL, DENTAL, VISION AND TEMPORARY DISABILITY AND DEATH BENEFITS

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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 $10,186,699

Investment Income $1,127,895

Other Revenue $0

TOTAL REVENUE $11,314,594

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $829,525

TOTAL EXPENSES $12,755,954

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,314,594	$11,988,630	-0.1%
Expenses	$12,755,954	$11,685,983	+0.1%
Net Income	$-1,441,360	$302,647	-5.8%

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

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

$1,291,155

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH SANDENO	TRUSTEE	2.00	Director	$0	$0	$0
ART STURMS	SECRETARY	2.00	Director	$0	$117,977	$280,627
ANTHONY FRESCURA JR	TRUSTEE	2.00	Director	$0	$131,096	$263,315
PETE NIELSEN	TRUSTEE	2.00	Director	$0	$0	$0
DAVID HENDERSON	TRUSTEE	2.00	Director	$0	$0	$0
TROY COX	TRUSTEE	2.00	Director	$0	$127,351	$264,835
BOB MORREALE	CHAIRMAN	2.00	Director	$0	$0	$0
ERIC MROWICKI	TRUSTEE	2.00	Director	$0	$88,987	$215,112
MICHAEL LEWIS	TRUSTEE	2.00	Director	$0	$124,414	$267,266
AMY MCNALLY	TRUSTEE	2.00	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
2025	$11,314,594	$12,755,954	$21,669,192	$-1,441,360
2024	$11,988,630	$11,685,983	$22,250,449	$302,647
2023	$11,440,962	$12,694,194	$21,213,819	$-1,253,232
2022	$9,323,610	$11,730,434	$21,950,455	$-2,406,824
2021	$11,190,981	$12,786,724	$25,153,566	$-1,595,743
2020	$9,269,448	$9,618,590	$24,819,027	$-349,142
2019	$8,729,233	$9,261,320	$24,322,155	$-532,087
2018	$8,218,909	$8,147,984	$24,448,471	$70,925

FOX VALLEY & VICIN CONSTRUCTION WEL FUND