HOLIE OF WAUKESHA INC SUNSET HEIGHTS APARTMENTS (EIN 391836892) - 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

1995

Legal Domicile

Principal Officer

REV FRED THOMAS-BREITFELD

Phone

2622409406

Tax Period

2024-05-01 to 2025-04-30

HOLIE OF WAUKESHA INC SUNSET HEIGHTS APARTMENTS, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $194K in total revenue in fiscal year 2024.

Mission

TO PROVIDE HOUSING FOR ELDERLY INDIVIDUALS WITH LOW TO MODERATE-INCOME LEVELS.

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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 $0

Program Service Revenue $192,171

Investment Income $141

Other Revenue $2,001

TOTAL REVENUE $194,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $148,499

Other Expenses $204,892

TOTAL EXPENSES $204,892

Year-over-Year Comparison

	2024	2023	Change
Revenue	$194,313	$181,106	+0.1%
Expenses	$204,892	$220,783	-0.1%
Net Income	$-10,579	$-39,677	-0.7%

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

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	SEC./TREAS./	N/A	Officer Director	$0	$0	$0
REV RICHARD PETERSON	DIRECTOR	N/A	Director	$0	$0	$0
MIKE PLICKA	DIRECTOR	N/A	Director	$0	$0	$0
MR THOMAS F RAASCH	V-PRESIDENT/	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	$194,313	$204,892	$345,918	$-10,579
2024	$181,106	$220,783	$364,109	$-39,677
2023	$173,053	$208,082	$411,466	$-35,029
2022	$167,115	$179,088	$427,834	$-11,973
2021	$155,122	$182,144	$439,882	$-27,022
2020	$144,272	$194,010	$467,106	$-49,738
2019	$137,575	$168,925	$517,242	$-31,350

HOLIE OF WAUKESHA INC SUNSET HEIGHTS APARTMENTS