HOLIE OF WEST ALLIS INC OAK WEST APARTMENTS (EIN 391694275) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

REV FRED THOMAS-BREITFELD

Phone

2622409406

Tax Period

2024-07-01 to 2025-06-30

HOLIE OF WEST ALLIS INC OAK WEST APARTMENTS, founded in 1991, is a small nonprofit that reported $401K in total revenue in fiscal year 2024. Expenses of $366K left a modest 9% surplus.

Mission

TO PROVIDE HOUSING FOR LOW INCOME ELDERLY INDIVIDUALS.

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $393,925

Investment Income $506

Other Revenue $6,610

TOTAL REVENUE $401,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $215,294

Other Expenses $366,207

TOTAL EXPENSES $366,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$401,041	$375,081	+0.1%
Expenses	$366,207	$342,395	+0.1%
Net Income	$34,834	$32,686	+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

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
REV PAUL ARMSTRONG	DIRECTOR	N/A	Director	$0	$0	$0
REV GAIL BRODERSEN-HEINS	DIRECTOR	N/A	Director	$0	$0	$0
REV GAIL HUEBNER	DIRECTOR	N/A	Director	$0	$0	$0
MR WAYNE LUNDE	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
REV RICHARD PETERSEN	DIRECTOR	N/A	Director	$0	$0	$0
MR MIKE PLICKA	DIRECTOR	N/A	Director	$0	$0	$0
MR THOMAS F RAASCH	VICE PRES./D	N/A	Officer Director	$0	$0	$0
REV ED RUEN	DIRECTOR	N/A	Director	$0	$0	$0
REV FRED THOMAS-BREITFELD	PRESIDENT/DI	N/A	Officer Director	$0	$0	$0
REV MARK THOMPSON	DIRECTOR	N/A	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	$401,041	$366,207	$627,223	$34,834
2024	$375,081	$342,395	$595,549	$32,686
2023	$369,166	$356,053	$690,738	$13,113
2022	$362,535	$313,215	$672,872	$49,320
2021	$355,243	$332,992	$628,924	$22,251
2020	$343,439	$359,125	$600,499	$-15,686
2019	$299,252	$391,774	$617,287	$-92,522

HOLIE OF WEST ALLIS INC OAK WEST APARTMENTS