OCONOMOWOC AREA SENIOR CENTER INC

EIN: 391631929 501(c)(3)

Oconomowoc, WI

Total Revenue
$368,855
Total Expenses
$278,686
Total Assets
$547,150
Net Assets
$547,150
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
WI
Phone
2625674288
Tax Period
2024-01-01 to 2024-12-31

OCONOMOWOC AREA SENIOR CENTER INC, founded in 1989, is a small nonprofit that reported $369K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $90K, a strong 24% operating margin.

Mission

THE OCONOMOWOC AREA SENIOR CENTER IS THE GO-TO PLACE PROVIDING EDUCATIONAL, RECREATIONAL, SOCIAL AND WELLNESS OPPORTUNITIES FOR SENIORS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $351,243
Program Service Revenue $0
Investment Income $17,612
Other Revenue $0
TOTAL REVENUE $368,855

Expense Breakdown

Grants Paid $0
Salaries & Benefits $32,584
Fundraising Expenses $0
Program Expenses $278,686
Other Expenses $246,102
TOTAL EXPENSES $278,686

Year-over-Year Comparison

2024 2023 Change
Revenue $368,855 $405,324 -0.1%
Expenses $278,686 $304,166 -0.1%
Net Income $90,169 $101,158 -0.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
15
Independent Members
15
Employees
2
Volunteers
152

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GINNI HICKS PRESIDENT 40.00
Officer
$0 $0 $0
PAT PORTER VICE PRESIDENT 32.00
Officer
$0 $0 $0
PEG BUROW SECRETARY 5.00
Officer
$0 $0 $0
JUNE ANDERSON TREASURER 32.00
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
2024 $368,855 $278,686 $547,150 $90,169
2023 $405,324 $295,229 $452,819 $110,095
2022 $87,218 $93,400 No data $-6,182
2021 $115,307 $65,702 No data $49,605
Explore More Nonprofits
→Top 100 Nonprofits in Wisconsin →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare OCONOMOWOC AREA SENIOR CENTER INC with other nonprofits in Wisconsin and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.