Wisconsin Primary Health Care Association Inc (EIN 391407034) - 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

1982

Legal Domicile

Principal Officer

SCOTT STEWART

Phone

6082777477

Tax Period

2024-04-01 to 2025-03-31

Wisconsin Primary Health Care Association Inc, founded in 1982, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2024. Expenses of $3.1M left a modest 6% surplus.

Mission

TO IMPROVE HEALTH THROUGH THE WORK OF COMMUNITY HEALTH CENTERS AND THEIR PARTNERS.

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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 $2,221,895

Program Service Revenue $987,367

Investment Income $31,798

Other Revenue $26,767

TOTAL REVENUE $3,267,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,692,672

Fundraising Expenses $57,751

Program Expenses $2,832,778

Other Expenses $1,372,781

TOTAL EXPENSES $3,065,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,267,827	$3,119,323	+0.0%
Expenses	$3,065,453	$2,870,657	+0.1%
Net Income	$202,374	$248,666	-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

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

$332,162

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE HARRISON	Executive Dir.	45.00	Officer	$178,685	$7,147	$185,832
LYNSEY RAY	COO	45.00	Officer	$140,702	$5,628	$146,330
KATHERINE BREWER	PERFORMANCE DIR.	45.00		$106,735	$4,269	$111,004
LAURA WALDVOGEL	President	1.00	Officer Director	$0	$0	$0
KIM HAWTHORNE	Vice President	1.00	Officer Director	$0	$0	$0
STEPHEN SMITH	Treasurer	1.00	Officer Director	$0	$0	$0
KIM FRANZEN	Director	1.00	Officer Director	$0	$0	$0
KRISTIN STEARNS	Director	1.00	Officer Director	$0	$0	$0
JULIA HARRIS-ROBINSON	Director	1.00	Director	$0	$0	$0
LYLE IGNACE	Director	1.00	Director	$0	$0	$0
TITO IZARD	Director	1.00	Director	$0	$0	$0
KEN LOVING	Director	1.00	Director	$0	$0	$0
GREG NYCZ	Director	1.00	Director	$0	$0	$0
MARY OUIMET	Director	1.00	Director	$0	$0	$0
LEE HOMAN	Director	1.00	Director	$0	$0	$0
REBA RICE	Director	1.00	Director	$0	$0	$0
JULIE SCHULLER	Director	1.00	Director	$0	$0	$0
CANDICE COLE	Director	1.00	Director	$0	$0	$0
JEN SMITH	Director	1.00	Director	$0	$0	$0
KRISTENE STACKER	Director	1.00	Director	$0	$0	$0
JOANNE HOLLAND	Director	1.00	Director	$0	$0	$0
ALLISON KOS	Director	1.00	Director	$0	$0	$0
OLIVIA NICHOLS	Director	1.00	Director	$0	$0	$0
KAREN TIMBERLAKE	Director	1.00	Director	$0	$0	$0
ARMAN TAHIR	Director	1.00	Director	$0	$0	$0
TIM SIZE	Director	1.00	Director	$0	$0	$0
ANA TOCHTEMAN	Director	1.00	Director	$0	$0	$0
SCOTT STEWART	Executive Dir.	45.00	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
2025	$3,267,827	$3,065,453	$2,466,704	$202,374
2024	$3,119,323	$2,870,657	$2,187,593	$248,666
2023	$2,918,082	$2,889,577	$1,932,692	$28,505
2022	$2,976,391	$2,917,045	$1,464,372	$59,346
2021	$2,583,556	$2,613,937	$1,397,961	$-30,381
2020	$2,753,284	$2,680,530	$1,427,793	$72,754
2019	$2,747,061	$2,772,415	$1,430,768	$-25,354

Wisconsin Primary Health Care Association Inc