WINONA COUNTY DEVELOPMENT ACHIEVEMENT CENTER INC (EIN 410871492) - 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

1963

Legal Domicile

Principal Officer

BRENDA VOLKMAN

Phone

5074521798

Tax Period

2023-01-01 to 2023-12-31

WINONA COUNTY DEVELOPMENT ACHIEVEMENT CENTER INC, founded in 1963, is a community nonprofit in the Employment sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $1.7M left a modest 13% surplus.

Mission

PROVIDE TRAINING AND HABILITATION SERVICES FOR DEVELOPMENTALLY DISABLED 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $33,866

Program Service Revenue $1,744,254

Investment Income $-89,439

Other Revenue $228,346

TOTAL REVENUE $1,917,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,386,990

Fundraising Expenses $5,075

Program Expenses $1,563,554

Other Expenses $288,144

TOTAL EXPENSES $1,675,134

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,917,027	$1,474,702	+0.3%
Expenses	$1,675,134	$1,484,371	+0.1%
Net Income	$241,893	$-9,669	-26.0%

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

101

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

$136,226

Total Directors

$136,226

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA LEE VOLKMAN	EXECUTIVE DIRECTOR	45.00	Officer Director	$63,430	$10,557	$73,987
SUSAN MARIE SCHARMER	CONTROLLER	40.00	Officer Director	$43,012	$19,227	$62,239
SANDRA BLANK	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL S CURRAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DONNA LUEHMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
JO THESING	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMUEL SASSER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID P ARNOLDY	BOARD MEMBER	1.00	Director	$0	$0	$0
LAVERN SCHARMER	BOARD MEMBER	1.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$1,917,027	$1,675,134	$1,930,270	$241,893
2022	$1,474,702	$1,484,371	$1,674,073	$-9,669
2021	$2,278,287	$1,388,174	$1,691,040	$890,113
2020	$863,533	$1,254,133	$1,067,800	$-390,600
2019	$1,682,202	$1,815,295	$1,170,419	$-133,093
2018	$1,760,239	$1,866,691	$1,303,341	$-106,452

WINONA COUNTY DEVELOPMENT ACHIEVEMENT CENTER INC