OCONOMOWOC AREA SENIOR CENTER INC

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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

1989

Legal Domicile

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

Program Service Accomplishments

Program 1

Expenses: $278,686 Revenue: $368,855

MONTHLY LUNCHEONS AND PROGRAMS NEWSLETTER TO PROVIDE VITAL INFORMATION FOR THE COMMUNITY SENIOR CENTER FACILITY PROVIDING SAFE SPACE FOR SENIORS IN THE COMMUNITY

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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 $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

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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

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

Total Directors

Key Employees

Highest Compensated

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