WADENA COUNTY DAC (EIN 411230580) - 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

1991

Legal Domicile

Principal Officer

ED HELTUNEN

Phone

2188375182

Tax Period

2024-09-01 to 2025-08-31

WADENA COUNTY DAC, founded in 1991, is a community nonprofit in the Employment sector that reported $1.0M in total revenue in fiscal year 2024. Expenses of $1.2M exceeded revenue, resulting in a 13% operating deficit.

Mission

OUR MISSION: TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DISABILITIES THROUGHINDIVIDUALIZED SUPPORT, TRAINING AND EMPLOYMENT, GIVING THEM THE OPPORTUNITIES TO ACHIEVE THEIR GOALS AND DREAMS.

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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 $106,337

Program Service Revenue $943,175

Investment Income $-14,353

Other Revenue $-4,811

TOTAL REVENUE $1,030,348

Expense Breakdown

Grants Paid $0

Salaries & Benefits $860,715

Fundraising Expenses $0

Program Expenses $983,816

Other Expenses $300,662

TOTAL EXPENSES $1,161,377

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,030,348	$959,770	+0.1%
Expenses	$1,161,377	$1,104,161	+0.1%
Net Income	$-131,029	$-144,391	-0.1%

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

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

$66,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSEMARY BAKKE	EXECUTIVE DIRECTOR	40.00	Officer	$66,000	$0	$66,000
JOE LUSTILA	BOARD MEMBER	1.00	Director	$0	$0	$0
ELLIE HOEFS	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY HENDRICKX	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET MATTSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ED HELTUNEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
KIM RIFE	SECRETARY	2.00	Officer Director	$0	$0	$0
JIM DRAGSETH	TREASURER	2.00	Officer 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
2025	$1,030,348	$1,161,377	$1,563,216	$-131,029
2024	$959,770	$1,104,161	$1,703,502	$-144,391
2023	$990,543	$918,041	$1,850,568	$72,502
2022	$981,299	$786,622	$1,869,905	$194,677
2021	$1,017,165	$695,100	$1,647,200	$322,065
2020	$654,423	$893,789	$1,316,888	$-239,366
2019	$1,087,851	$1,115,081	$1,472,514	$-27,230
2018	$1,112,297	$1,201,327	$1,518,414	$-89,030

WADENA COUNTY DAC