SHEBOYGAN SENIOR COMMUNITY INC

EIN: 396069188 501(c)(3) Health Care

SHEBOYGAN, WI

Total Revenue
$10,631,445
Total Expenses
$10,333,774
Total Assets
$15,261,528
Net Assets
$1,399,084
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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
1962
Legal Domicile
WI
Principal Officer
TARA HOLZEM
Phone
9204582137
Tax Period
2024-07-01 to 2025-06-30

SHEBOYGAN SENIOR COMMUNITY INC, founded in 1962, is a mid-sized nonprofit in the Health Care sector that reported $10.6M in total revenue in fiscal year 2024.

Mission

TO PROVIDE AND OPERATE A RETIREMENT HOME, HEALTH CARE CENTER, AND RELATED SERVICES IN THE GREATER SHEBOYGAN AREA FOR ELDERLY AND PHYSICALLY HANDICAPPED ADULTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $489,190
Program Service Revenue $10,127,321
Investment Income $14,934
Other Revenue $0
TOTAL REVENUE $10,631,445

Expense Breakdown

Grants Paid $0
Salaries & Benefits $7,305,678
Fundraising Expenses $0
Program Expenses $8,450,658
Other Expenses $3,028,096
TOTAL EXPENSES $10,333,774

Year-over-Year Comparison

2024 2023 Change
Revenue $10,631,445 $9,915,831 +0.1%
Expenses $10,333,774 $9,914,272 +0.0%
Net Income $297,671 $1,559 +189.9%
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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Governance

Voting Members
9
Independent Members
9
Employees
226
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
6
$251,360
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIC STUART CHAIRPERSON 0.75
Officer Director
$0 $0 $0
LARRY SAMET VICE-CHAIRPERSON 0.50
Officer Director
$0 $0 $0
DAMON WENIG SECRETARY 0.50
Officer Director
$0 $0 $0
TOM BRICKLEY TREASURER 0.50
Officer Director
$0 $0 $0
PASTOR RUTH HALLSTEAD DIRECTOR 0.50
Director
$0 $0 $0
SANTINO LASTER DIRECTOR 0.50
Director
$0 $0 $0
CONNIE MEYER DIRECTOR 0.50
Director
$0 $0 $0
EMILY RENDALL-ARAUJO DIRECTOR 0.50
Director
$0 $0 $0
MATTHEW HALL DIRECTOR 0.50
Director
$0 $0 $0
PAUL TREFFERT CEO 39.75
Officer
$139,567 $28,000 $167,567
TARA HOLZEM BUSINESS OFFICE MANAGER 39.75
Officer
$81,143 $2,650 $83,793
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 $10,631,445 $10,333,774 $15,261,528 $297,671
2024 $9,915,831 $9,914,272 $15,339,052 $1,559
2023 $9,795,362 $9,324,640 $15,581,248 $470,722
2022 $8,667,622 $8,964,699 $15,183,816 $-297,077
2021 $8,781,234 $8,510,489 $15,793,380 $270,745
2020 $7,700,066 $8,003,249 $16,797,072 $-303,183
2019 $7,707,924 $7,927,390 $16,249,842 $-219,466
2018 $7,257,816 $7,672,174 $16,724,664 $-414,358
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