The Ely Community Resource Inc (EIN 411333048) - 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

1978

Legal Domicile

Principal Officer

JILL SWANSON

Phone

2183655254

Tax Period

2024-01-01 to 2024-12-31

The Ely Community Resource Inc, founded in 1978, is a small nonprofit that reported $367K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $352K left a modest 4% surplus.

Mission

Youth and Family programs/services, volunteeropportunities and community education

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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 $316,785

Program Service Revenue $0

Investment Income $2,484

Other Revenue $48,188

TOTAL REVENUE $367,457

Expense Breakdown

Grants Paid $0

Salaries & Benefits $310,590

Fundraising Expenses $31,702

Program Expenses $285,307

Other Expenses $41,645

TOTAL EXPENSES $352,235

Year-over-Year Comparison

	2024	2023	Change
Revenue	$367,457	$331,782	+0.1%
Expenses	$352,235	$351,235	+0.0%
Net Income	$15,222	$-19,453	-1.8%

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

$55,940

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDE NELSON	PRESIDENT	5.00	Director	$0	$0	$0
BETTY KOBIERSKI	VICE PRESIDENT	5.00	Director	$0	$0	$0
LESLIE THIBODEAUX	TREASURER	5.00	Director	$0	$0	$0
JODI CHAFFIN	SECRETARY	5.00	Director	$0	$0	$0
MARISA HARALDSON	DIRECTOR	5.00	Director	$0	$0	$0
TONI DAUWALTER	DIRECTOR	5.00	Director	$0	$0	$0
JAY GUSTAFSON	DIRECTOR	5.00	Director	$0	$0	$0
LINDSEY KEEN	DIRECTOR	5.00	Director	$0	$0	$0
STEVE HOLTHAUS	DIRECTOR	5.00	Director	$0	$0	$0
LINDA SUTTON	DIRECTOR	5.00	Director	$0	$0	$0
JILL SWANSON	EXECUTIVE DIRECTOR	40.00	Officer	$55,940	$0	$55,940

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	$367,457	$352,235	$202,969	$15,222
2023	$331,782	$351,235	$141,184	$-19,453
2022	$318,683	$307,512	$157,802	$11,171
2021	$236,293	$259,851	$147,629	$-23,558
2020	$286,556	$243,300	$167,931	$43,256
2019	$237,949	$239,104	$133,995	$-1,155
2018	$290,349	$241,666	$149,600	$48,683

The Ely Community Resource Inc