DR JAMES E ALBRECHT FREE CLINIC INC (EIN 391839654) - 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

RUTH HENKLE

Phone

2623348339

Tax Period

2024-01-01 to 2024-12-31

DR JAMES E ALBRECHT FREE CLINIC INC, founded in 1995, is a small nonprofit that reported $110K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $47K, a strong 43% operating margin.

Mission

TO SERVE INDIVIDUALS WHO LIVE OR WORK IN WASHINGTON COUNTY, WI WHO ARE UNDERINSURED, UNINSURED OR OTHERWISE UNABLE TO AFFORD MEDICAL, DENTAL, OR BEHAVIORAL HEALTH SERVICES.

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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 $29,646

Program Service Revenue $0

Investment Income $71,480

Other Revenue $8,900

TOTAL REVENUE $110,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,840

Fundraising Expenses $0

Other Expenses $18,207

TOTAL EXPENSES $63,047

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,026	$135,182	-0.2%
Expenses	$63,047	$896,407	-0.9%
Net Income	$46,979	$-761,225	-1.1%

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

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

$51,563

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DALE THOMA	PRESIDENT	1.00	Officer Director	$0	$0	$0
DOUG MCMANUS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AMANDA SACKS	SECRETARY	1.00	Officer Director	$0	$0	$0
GREG HEBERER	TREASURER	1.00	Officer Director	$0	$0	$0
GARY HERDRICH	DIRECTOR	1.00	Director	$0	$0	$0
TOM ALBIERO	DIRECTOR	1.00	Director	$0	$0	$0
JAMES PAULY	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN ERICSON	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY MUCKERHEIDE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MUTSCHELKNAUS	DIRECTOR	1.00	Director	$0	$0	$0
ERIC RANSOM	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE ROLFS	DIRECTOR	1.00	Director	$0	$0	$0
KELLY STUEBER	DIRECTOR	1.00	Director	$0	$0	$0
RUTH HENKLE	EXECUTIVE DIRECTOR	40.00	Officer	$50,061	$1,502	$51,563

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	$110,026	$63,047	No data	$46,979
2023	$135,182	$896,407	$1,414,784	$-761,225
2022	$729,767	$620,223	$1,773,827	$109,544
2021	$658,266	$609,305	$1,585,313	$48,961
2020	$668,166	$549,481	$1,484,050	$118,685
2019	$557,123	$516,753	$1,332,585	$40,370
2018	$645,753	$496,419	$1,249,268	$149,334

DR JAMES E ALBRECHT FREE CLINIC INC