SHEBOYGAN SENIOR COMMUNITY INC

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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

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, WHICH SHALL ENHANCE, HONOR AND PRESERVE THE DIGNITY OF THE INDIVIDUAL, AND WHERE SPIRITUAL, PHYSICAL AND SOCIAL NEEDS ARE SUPPLIED IN A SPIRIT OF CHRISTIAN LOVE AND CONCERN WITHOUT REGARD TO AGE, SEX, RACE, CREED OR COLOR.

Program Service Accomplishments

Program 1

Expenses: $8,450,658 Revenue: $10,127,321

OPERATION OF A FULL-TIME SKILLED NURSING HOME AND RESIDENTIAL CARE CENTER. TOTAL PATIENT DAYS: 29,466.

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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 $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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$251,360

Total Directors

Key Employees

Highest Compensated

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