WAUKESHA FREE CLINIC INC (EIN 391273248) - 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

1977

Legal Domicile

Principal Officer

AMY VEGA

Phone

2625446777

Tax Period

2024-07-01 to 2025-06-30

WAUKESHA FREE CLINIC INC, founded in 1977, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $484K, a strong 42% operating margin.

Mission

THE CLINIC'S MISSION IS TO SUPPORT THE HEALTH CARE OF UNINSURED AND LOW-INCOME RESIDENTS OF WAUKESHA COUNTY. THE CLINIC PROVIDES ACCESS TO FREE OR DISCOUNTED SERVICES AND MEDICATIONS.

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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 $1,032,292

Program Service Revenue $0

Investment Income $76,443

Other Revenue $41,439

TOTAL REVENUE $1,150,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $389,189

Fundraising Expenses $56,288

Program Expenses $520,076

Other Expenses $276,523

TOTAL EXPENSES $665,712

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,150,174	$752,797	+0.5%
Expenses	$665,712	$587,623	+0.1%
Net Income	$484,462	$165,174	+1.9%

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

$92,945

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH DAVIES MD	PRESIDENT	2.50	Officer Director	$0	$0	$0
MARY CASEY RN	VICE PRESIDENT	2.50	Officer Director	$0	$0	$0
KIM ELROY MD	SECRETARY	1.75	Officer Director	$0	$0	$0
JUSTIN LAURIA-BANTA JD	TREASURER	1.75	Officer Director	$0	$0	$0
KEN SCHELLHASE MD	MEDICAL DIRECTOR	1.00	Director	$0	$0	$0
RACHEL CAMPBELL RN	DIRECTOR	1.00	Director	$0	$0	$0
TONY FELIZMENA RN MHA	DIRECTOR	1.00	Director	$0	$0	$0
ERIC J FORD MBA	DIRECTOR	1.00	Director	$0	$0	$0
NICK LADELL RPH	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY MAHNKE MBA	DIRECTOR	1.00	Director	$0	$0	$0
KERRI MURPHY PA-C	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY SCHMIDTKE RN	DIRECTOR	1.00	Director	$0	$0	$0
HILARY SMITH CSW MBA	DIRECTOR	1.00	Director	$0	$0	$0
MIRANDA SPINDT PA-C	DIRECTOR	1.00	Director	$0	$0	$0
AMY VEGA	EXECUTIVE DIRECTOR	40.00	Officer	$82,589	$10,356	$92,945

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	$1,150,174	$665,712	$2,333,561	$484,462
2024	$752,797	$587,623	$2,028,471	$165,174
2023	$1,043,384	$787,087	$1,936,787	$256,297
2022	$783,973	$598,011	$1,489,104	$185,962
2021	$969,291	$573,089	$1,408,544	$396,202
2020	$536,795	$575,948	$1,000,417	$-39,153
2019	$426,801	$456,663	$986,458	$-29,862
2018	$904,340	$745,271	$1,032,604	$159,069

WAUKESHA FREE CLINIC INC