VNA APARTMENTS INC (EIN 391849352) - 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

1996

Legal Domicile

Principal Officer

BECKY REICHELT

Phone

9207275555

Tax Period

2025-01-01 to 2025-12-31

VNA APARTMENTS INC, founded in 1996, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $285K, a strong 22% operating margin.

Mission

PROVIDING ELDERLY HOUSING AND SERVICES TO ELIGIBLE CLIENTS IN NORTHEAST WISCONSIN.

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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 $0

Program Service Revenue $1,291,989

Investment Income $688

Other Revenue $255

TOTAL REVENUE $1,292,932

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $854,852

Other Expenses $1,007,952

TOTAL EXPENSES $1,007,952

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,292,932	$1,104,218	+0.2%
Expenses	$1,007,952	$948,520	+0.1%
Net Income	$284,980	$155,698	+0.8%

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

175

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

$289,218

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE KNAUS MD	DIRECTOR	N/A	Director	$0	$0	$0
DENISE BURKETT	VICE CHAIR	N/A	Officer Director	$0	$0	$0
JOE MCGRANE	TREASURER/SE	N/A	Officer Director	$0	$0	$0
PAULA MCNIEL	DIRECTOR	N/A	Director	$0	$0	$0
FRITZ MERIZON	DIRECTOR	N/A	Director	$0	$0	$0
MIKE ROHRKASTE	DIRECTOR	N/A	Director	$0	$0	$0
PAUL SCHULTZ	DIRECTOR	N/A	Director	$0	$0	$0
PAUL VERBETEN	CHAIR	N/A	Officer Director	$0	$0	$0
VICKI MCAULIFFE	CFO	N/A	Officer	$0	$12,750	$99,876
BECKY REICHELT	CEO/PRESIDEN	N/A	Officer	$0	$10,011	$189,342

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	$1,292,932	$1,007,952	$2,688,482	$284,980
2024	$1,104,218	$948,520	$2,487,559	$155,698
2023	$987,363	$868,890	$2,449,787	$118,473
2022	$1,032,215	$873,008	$2,396,927	$159,207
2021	$1,041,626	$925,779	$2,364,913	$115,847
2020	$1,025,465	$865,283	$2,285,181	$160,182
2019	$1,015,057	$907,749	$2,230,958	$107,308
2018	$885,045	$819,287	$2,258,785	$65,758

VNA APARTMENTS INC