NORTHEASTERN WISCONSIN AREA HEALTH… - Form 990 Financial Data

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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

1995

Legal Domicile

Principal Officer

STEPHANIE GOETZ

Phone

9206520238

Tax Period

2024-07-01 to 2025-06-30

NORTHEASTERN WISCONSIN AREA HEALTH EDUCATION CENTER INC, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $1.6M left a modest 9% surplus.

Mission

WE STRIVE TO CREATE A HEALTHIER WISCONSIN BY REDUCING SUBSTANCE USE, FOSTERING A DIVERSE HEALTHCARE WORKFORCE, AND STRENGTHENING UNDERSERVED COMMUNITIES THROUGH EDUCATION AND COLLABORATION.

Program Service Accomplishments

Program 1

Expenses: $497,455 Revenue: $49,737

NEWAHEC'S AHEC PROGRAM OFFERS A VARIETY OF EDUCATION AND TRAINING PROGRAMS DESIGNED TO INCREASE THE DISTRIBUTION OF THE HEALTHCARE WORKFORCE AND ENHANCE HEALTHCARE QUALITY AND DELIVERY IN COMMUNITIES ACROSS THE ELEVEN COUNTIES NEWAHEC SERVES. NEWAHEC COLLABORATES WITH OTHER REGIONAL CENTERS, THE STATEWIDE PROGRAM OFFICE, AND PARTNERSHIPS WITH ACADEMIC INSTITUTIONS AND COMMUNITY-BASED ORGANIZATIONS THROUGHOUT THE STATE TO SERVE OVER 6,500 LEARNERS ANNUALLY.

Program 2

Expenses: $836,204

NEWAHEC EMPLOYEES PROGRAM COORDINATORS FOR SUBSTANCE USE PREVENTION AND INTERVENTION PROGRAMS. PROGRAM COORDINATORS WORK PROACTIVELY TO PREVENT AND ADDRESS SUBSTANCE USE WITHIN THE COMMUNITIES ACROSS THE ELEVEN COUNTIES NEWAHEC SERVES, COLLABORATING WITH OTHER COMMUNITY ORGANIZATIONS TO IMPLEMENT COMPREHENSIVE STRATEGIES. NEWAHEC ALSO SERVES AS FISCAL AGENT FOR COALITIONS IN THE REGION.

Program 3

Revenue: $24,493

NEWAHEC PROVIDES FISCAL SERVICES FOR ONE OTHER AHEC REGIONAL CENTER, NORTHWEST WISCONSIN AHEC, INCLUDING PAYROLL, ACCOUNTS RECEIVABLE, ACCOUNTS PAYABLE, AND FISCAL REPORTING TO THE STATE AHEC OFFICE. NEWAHEC ALSO PROVIDES CONSULTING FOR THIS CENTER REGARDING ORGANIZATIONAL NEEDS AND STRATEGIC PLANNING AS NEEDED. ADDITIONALLY, NEWAHEC PROVIDES FISCAL SERVICES TO ANOTHER NONPROFIT.

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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 $1,695,046

Program Service Revenue $63,279

Investment Income $3,955

Other Revenue $10,951

TOTAL REVENUE $1,773,231

Expense Breakdown

Grants Paid $534,336

Salaries & Benefits $560,235

Fundraising Expenses $24,610

Program Expenses $1,333,659

Other Expenses $518,809

TOTAL EXPENSES $1,613,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,773,231	$1,910,041	-0.1%
Expenses	$1,613,380	$1,681,810	0.0%
Net Income	$159,851	$228,231	-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

$114,578

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHELLE LANCASTER PHD RN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL SOCZYNSKI MBA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KRISTIN STEARNS MSW	EX-OFFICIO TREASURER	1.00	Officer Director	$0	$0	$0
CANDICE BOUTELLE	TREASURER	1.00	Officer Director	$0	$0	$0
AMANDA HOGAN DBA RDMS RDCS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIKA JANSSEN	DIRECTOR	1.00	Director	$0	$0	$0
KIM MUELLER	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI NEVERMAN	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA SLATER	DIRECTOR	1.00	Director	$0	$0	$0
KARI MUELLER	EXECUTIVE DIRECTOR (THRU MARCH 2025)	40.00	Officer	$96,602	$17,976	$114,578

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	$1,773,231	$1,613,380	$1,426,679	$159,851
2024	$1,910,041	$1,681,810	$965,819	$228,231
2023	$1,513,623	$1,498,880	$557,142	$14,743
2022	$1,531,468	$1,514,428	$600,367	$17,040
2021	$1,545,706	$1,528,214	$935,274	$17,492
2020	$1,847,262	$1,792,767	$646,392	$54,495
2019	$2,106,431	$2,042,489	$569,341	$63,942
2018	$1,616,334	$1,556,077	$468,740	$60,257

NORTHEASTERN WISCONSIN AREA HEALTH EDUCATION CENTER INC