WISCONSIN ASSOCIATION OF HEALTH UND

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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

1988

Legal Domicile

Principal Officer

GRANT GARSON

Phone

8442570990

Tax Period

2018-01-01 to 2018-12-31

WISCONSIN ASSOCIATION OF HEALTH UND, founded in 1988, is a micro nonprofit that reported $23K in total revenue in fiscal year 2018. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $13K, a strong 57% operating margin.

Mission

THE MISSION OF WAHU IS TO PROMOTE AND SUSTAIN A KNOWLEDGEABLE AND PROFESSIONAL MEMBERSHIP AND SUCCESSFUL BUSINESS ENVIRONMENT FOR THOSE ENGAGED IN DISABILITY AND HEALTH RISK MANAGEMENT AND TO FURTHER THE ENHANCEMENT OF THEIR PROFESSIONAL SKILLS AND SERVICES WHICH WILL FOSTER A GREATER FINANCIAL SECURITY AND INDEPENDENCE FOR THE CONSUMING PUBLIC.

Program Service Accomplishments

Program 1

WAHU IS AN ASSOCIATION OF APPROXIMATELY 160 HEALTH INSURANCE AGENTS, BROKERS OR CONSULTANTS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $21,439

Program Service Revenue $1,460

Investment Income $0

Other Revenue $0

TOTAL REVENUE $22,899

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,822

TOTAL EXPENSES $9,822

Year-over-Year Comparison

	2018	2017	Change
Revenue	$22,899	$58,193	-0.6%
Expenses	$9,822	$40,456	-0.8%
Net Income	$13,077	$17,737	-0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRANT GARSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
STEVE LEROY	TREASURER/SE	2.00	Officer Director	$0	$0	$0
CHRISTY SCHWAN	IMMED PAST P	1.00	Officer Director	$0	$0	$0
DEAN M HOFFMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD CATLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULETTE RUMINISKI	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAREE BOWSHER	BOARD MEMBER	1.00	Director	$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
2018	$22,899	$9,822	$37,677	$13,077