Wisconsin United for Health Foundation Inc (EIN 391975149) - 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

1999

Legal Domicile

Principal Officer

Thomas Lyon Chairman

Phone

4142790200

Tax Period

2018-01-01 to 2018-12-31

Wisconsin United for Health Foundation Inc, founded in 1999, is a micro nonprofit that reported $48K in total revenue in fiscal year 2018. Revenue surged 98% from the prior year, signaling strong growth momentum. Expenses of $91K exceeded revenue, resulting in a 89% operating deficit.

Mission

To promote general health, welfare and common good of the residents of 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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $47,980

Other Revenue $0

TOTAL REVENUE $47,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,000

Fundraising Expenses $0

Program Expenses $90,557

Other Expenses $72,557

TOTAL EXPENSES $90,557

Year-over-Year Comparison

	2018	2017	Change
Revenue	$47,980	$24,188	+1.0%
Expenses	$90,557	$56,890	+0.6%
Net Income	$-42,577	$-32,702	+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

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

$19,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas Lyon	Chairman/ President	2.00	Director	$2,000	$0	$2,000
Timoty Flaherty	Vice President	1.00	Director	$2,000	$0	$2,000
James W Nellen	Secretary/ Treasurer	1.00	Director	$2,000	$0	$2,000
David Meissner	Director	1.00	Director	$2,500	$0	$2,500
John Daniels Jr	Director	1.00	Director	$2,000	$0	$2,000
Rolen Womack Jr	Director	1.00	Director	$2,000	$0	$2,000
Katharine Lyall	Director	1.00	Director	$2,500	$0	$2,500
Joseph Leean	Director	1.00	Director	$2,000	$0	$2,000
Frederick Nepple	Director	1.00	Director	$2,000	$0	$2,000

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
2018	$47,980	$90,557	$3,615,864	$-42,577

Wisconsin United for Health Foundation Inc