Centergy Inc (EIN 391643470) - 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

2006

Legal Domicile

Principal Officer

Paul Fowler

Phone

7158439563

Tax Period

2025-01-01 to 2025-12-31

Centergy Inc, founded in 2006, is a small nonprofit that reported $418K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $360K left a modest 14% surplus.

Mission

Centergy's mission is to serve as the engine for regional growth and economic development through collaboration with local partners. Centergy's vision is to be the Collective Voice for advancing prosperity and vibrancy for our five-county region by making Central Wisconsin a community of choice for businesses and residences.

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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 (2025)

Revenue Breakdown

Contributions & Grants $90,775

Program Service Revenue $326,763

Investment Income $123

Other Revenue $0

TOTAL REVENUE $417,661

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,152

Fundraising Expenses $45,000

Program Expenses $207,666

Other Expenses $219,045

TOTAL EXPENSES $360,197

Year-over-Year Comparison

	2025	2024	Change
Revenue	$417,661	$372,447	+0.1%
Expenses	$360,197	$327,934	+0.1%
Net Income	$57,464	$44,513	+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

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

$84,000

Total Directors

$84,000

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Angel Laidlaw	President & CEO	Officer Director	$84,000	$0	$84,000
Gautam Malik	Chairman	Officer Director	$0	$0	$0
Joe Schuchardt	Vice President	Officer Director	$0	$0	$0
Nick Faber	Treasurer	Officer Director	$0	$0	$0
John Jacobson	Director	Director	$0	$0	$0
Melinda Osterberg	Director	Director	$0	$0	$0
Brad Gast	Director	Director	$0	$0	$0
Denise Sonnemann	Director	Director	$0	$0	$0
James Matheson	Director	Director	$0	$0	$0
Michael Smith	Director	Director	$0	$0	$0
Manny Vasquez	Director	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
2025	$417,661	$360,197	$321,541	$57,464
2024	$372,447	$327,934	$264,813	$44,513
2023	$454,332	$445,711	$219,691	$8,621
2022	$294,870	$174,241	$209,347	$120,629
2021	$238,607	$215,999	$85,737	$22,608
2020	$209,103	$221,115	$65,364	$-12,012

Centergy Inc