NEIGHBORHOOD HOUSING SERVICES OF SOUTHWEST WISCONSIN INC (EIN 391431651) - 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

1983

Legal Domicile

Principal Officer

CATHY LINS

Phone

6086474949

Tax Period

2023-01-01 to 2023-12-31

NEIGHBORHOOD HOUSING SERVICES OF SOUTHWEST WISCONSIN INC, founded in 1983, is a small nonprofit that reported $616K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Net assets of $1.9M represent 36 months of operating reserves.

Mission

TO DEVELOP, ADMINISTER AND CONDUCT HOUSING REHABILITATION SERVICES; AND TO PROVIDE HOME OWNERSHIP COUNSELING AND OTHER RELATED NEIGHBORHOOD IMPROVEMENT ACTIVITIES.

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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 $451,135

Program Service Revenue $158,946

Investment Income $4,997

Other Revenue $1,320

TOTAL REVENUE $616,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $266,365

Fundraising Expenses $0

Program Expenses $391,904

Other Expenses $358,830

TOTAL EXPENSES $625,195

Year-over-Year Comparison

	2023	2022	Change
Revenue	$616,398	$461,201	+0.3%
Expenses	$625,195	$463,069	+0.4%
Net Income	$-8,797	$-1,868	+3.7%

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

$100,736

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY ZIEGAHN	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD MCKEE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CATHY ROONEY	SECRETARY	1.00	Officer Director	$0	$0	$0
EVAN WONTOR	TREASURER	1.00	Officer Director	$0	$0	$0
RAY SCHMITZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL STARKS	DIRECTOR/TREASURER	1.00	Director	$0	$0	$0
TAMMY CLAUSEN	DIRECTOR/SECRETARY	1.00	Director	$0	$0	$0
CATHY LINS	EXECUTIVE DIRECTOR	40.00	Officer	$100,736	$0	$100,736

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	$616,398	$625,195	$4,973,896	$-8,797
2022	$461,201	$577,424	$5,064,493	$-116,223
2021	$559,754	$670,667	$5,169,756	$-110,913
2020	$543,175	$730,064	$5,557,615	$-186,889
2019	$465,459	$446,121	$5,459,262	$19,338
2018	$768,481	$752,913	$5,588,627	$15,568

NEIGHBORHOOD HOUSING SERVICES OF SOUTHWEST WISCONSIN INC