ASPIRUS RIVERVIEW FOUNDATION INC (EIN 391509239) - 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

1984

Legal Domicile

Principal Officer

GREGG GEHRKE

Phone

7154217488

Tax Period

2023-01-01 to 2023-12-31

ASPIRUS RIVERVIEW FOUNDATION INC, founded in 1984, is a small nonprofit that reported $388K in total revenue in fiscal year 2023. The organization ran a surplus of $277K, a strong 71% operating margin.

Mission

IMPROVING OUR COMMUNITY'S HEALTH AND WELLNESS BY PROVIDING LEADERSHIP AND ENGAGING DONORS.

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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 $115,776

Program Service Revenue $0

Investment Income $272,327

Other Revenue $0

TOTAL REVENUE $388,103

Expense Breakdown

Grants Paid $79,722

Salaries & Benefits $10,408

Fundraising Expenses $0

Program Expenses $79,722

Other Expenses $21,077

TOTAL EXPENSES $111,207

Year-over-Year Comparison

	2023	2022	Change
Revenue	$388,103	$388,427	0.0%
Expenses	$111,207	$219,363	-0.5%
Net Income	$276,896	$169,064	+0.6%

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

$10,408

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY ROTH-MALLEK	CHAIR	1.00	Officer Director	$0	$0	$0
STEVE WALCZAK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
GREGG GEHRKE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL BOVEE	DIRECTOR	1.00	Director	$0	$0	$0
KURT HEUER	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY EVENSON	EXECUTIVE DIRECTOR	8.00	Officer	$10,105	$303	$10,408

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	$388,103	$111,207	$6,139,702	$276,896
2022	$388,427	$219,363	$5,344,793	$169,064
2021	$467,823	$274,038	$6,214,078	$193,785
2020	$688,515	$184,302	$5,644,447	$504,213
2019	$373,187	$234,214	$5,068,787	$138,973
2018	$348,913	$324,906	$4,303,137	$24,007

ASPIRUS RIVERVIEW FOUNDATION INC