SHEBOYGAN SENIOR COMMUNITY FOUNDATION INC (EIN 391450846) - 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

TARA HOLZEM

Phone

9204582137

Tax Period

2024-07-01 to 2025-06-30

SHEBOYGAN SENIOR COMMUNITY FOUNDATION INC, founded in 1983, is a micro nonprofit in the Human Services sector that reported $21K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $16K, a strong 78% operating margin.

Mission

TO RAISE AND MAINTAIN GIFTS TO BE USED FOR THE GENERAL SUPPORT OF SHEBOYGAN SENIOR COMMUNITY, INC.

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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 $2,301

Program Service Revenue $0

Investment Income $18,605

Other Revenue $0

TOTAL REVENUE $20,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,529

TOTAL EXPENSES $4,529

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,906	$18,111	+0.2%
Expenses	$4,529	$4,714	0.0%
Net Income	$16,377	$13,397	+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

N/A

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

$251,360

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC STUART	CHAIRPERSON	0.25	Officer Director	$0	$0	$0
LARRY SAMET	VICE-CHAIRPERSON	0.25	Officer Director	$0	$0	$0
DAMON WENIG	SECRETARY	0.25	Officer Director	$0	$0	$0
TOM BRICKLEY	TREASURER	0.25	Officer Director	$0	$0	$0
PASTOR RUTH HALLSTEAD	DIRECTOR	0.25	Director	$0	$0	$0
SANTINO LASTER	DIRECTOR	0.25	Director	$0	$0	$0
CONNIE MEYER	DIRECTOR	0.25	Director	$0	$0	$0
EMILY RENDALL-ARAUJO	DIRECTOR	0.25	Director	$0	$0	$0
MATTHEW HALL	DIRECTOR	0.25	Director	$0	$0	$0
PAUL TREFFERT	CEO	0.25	Officer	$0	$28,000	$167,567
TARA HOLZEM	BUSINESS OFFICE MANAGER	0.25	Officer	$0	$2,650	$83,793

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	$20,906	$4,529	$1,905,053	$16,377
2024	$18,111	$4,714	$1,877,929	$13,397
2023	$48,487	$525,957	$1,848,915	$-477,470
2022	$55,574	$52,353	$2,322,410	$3,221
2021	$43,690	$14,074	$2,499,347	$29,616
2020	$52,668	$13,710	$2,380,193	$38,958
2019	$50,909	$13,914	$2,381,148	$36,995
2018	$132,959	$10,897	$2,331,688	$122,062

SHEBOYGAN SENIOR COMMUNITY FOUNDATION INC