NORTHWOODS INC OF WISCONSIN (EIN 391226726) - 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

1975

Legal Domicile

Principal Officer

JOLENE WHEELER

Phone

6087427114

Tax Period

2024-01-01 to 2024-12-31

NORTHWOODS INC OF WISCONSIN, founded in 1975, is a community nonprofit in the Human Services sector that reported $6.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $5.3M left a modest 14% surplus.

Mission

SERVICE FOR DISABLED ADULTS

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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 $119,452

Program Service Revenue $5,927,324

Investment Income $50,248

Other Revenue $88,324

TOTAL REVENUE $6,185,348

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,084,744

Fundraising Expenses $0

Program Expenses $5,294,517

Other Expenses $1,220,643

TOTAL EXPENSES $5,305,387

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,185,348	$5,549,489	+0.1%
Expenses	$5,305,387	$4,839,089	+0.1%
Net Income	$879,961	$710,400	+0.2%

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

197

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

$159,579

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
PAM HILLESHIEM-SETZ	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE FERRITER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE KRUG	DIRECTOR	1.00	Director	$0	$0	$0
JOLENE WHEELER	PRESIDENT AND CEO	40.00	Officer	$159,579	$0	$159,579
ARDYCE PIEHL	CHAIRPERSON	1.00	Officer	$0	$0	$0
ANASTASIA KINNEY	VICE CHAIRPERSON	1.00	Officer	$0	$0	$0
REBECCA GUTZMAN	SECRETARY/TREASURER	1.00	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
2024	$6,185,348	$5,305,387	$5,280,797	$879,961
2023	$5,549,489	$4,839,089	$4,316,129	$710,400
2022	$4,646,822	$4,544,221	$3,642,792	$102,601
2021	$5,114,470	$4,321,833	$3,537,725	$792,637
2020	$4,515,802	$3,837,150	$3,291,353	$678,652
2019	$4,417,785	$4,224,799	$2,696,055	$192,986
2018	$4,642,799	$4,321,199	$2,522,184	$321,600

NORTHWOODS INC OF WISCONSIN