Northwoods Partners (EIN 412016401) - 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

2001

Legal Domicile

Principal Officer

Lisa Porthan

Phone

2183658019

Tax Period

2024-01-01 to 2024-12-31

Northwoods Partners, founded in 2001, is a small nonprofit in the Human Services sector that reported $277K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $250K left a modest 10% surplus.

Mission

To provide resources that promote independence and healthy aging.

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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 $209,376

Program Service Revenue $8,088

Investment Income $19,781

Other Revenue $39,397

TOTAL REVENUE $276,642

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,884

Fundraising Expenses $7,187

Program Expenses $181,325

Other Expenses $101,771

TOTAL EXPENSES $249,655

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,642	$291,584	-0.1%
Expenses	$249,655	$250,706	0.0%
Net Income	$26,987	$40,878	-0.3%

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

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

Total Directors

$91,674

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rae Bentz	Board member term 6/2024	0.75	Director	$0	$0	$0
Heather Fitzgerald	Treasurer	5.00	Officer Director	$0	$0	$0
Richard Flesvig	Chair	3.50	Officer Director	$0	$0	$0
Walt Leino	Past-Chair	1.50	Officer Director	$0	$0	$0
Dave Nichols	Board member	3.25	Director	$0	$0	$0
Caroline Owens	Board member	1.00	Director	$0	$0	$0
Sheila Gruba	Board member	4.00	Director	$0	$0	$0
Craig Haberman	Secretary	1.50	Officer Director	$0	$0	$0
Pat Rolando	Board member	1.00	Director	$0	$0	$0
Sid Thomson	Board member	1.00	Director	$0	$0	$0
Chris Braun	Board member	1.50	Director	$0	$0	$0
Abby Sirek	Secretary (started 5/24)	3.00	Officer Director	$0	$0	$0
Mary Zupancich	Board member	5.00	Director	$0	$0	$0
Evelyn Kuzma	Board member (started 6/24)	0.50	Director	$0	$0	$0
Kathy Nieman	Board member (started 1/24)	2.00	Director	$0	$0	$0
Marge Forsberg	Board member	0.50	Director	$0	$0	$0
Wendy Norcross	Board member	1.50	Director	$0	$0	$0
Lisa Porthan	Excecutive Director	40.00	Director	$91,674	$0	$91,674

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	$276,642	$249,655	$652,631	$26,987
2023	$291,584	$250,706	$519,802	$40,878
2022	$313,226	$244,483	$485,245	$68,743
2021	$253,469	$183,157	$495,032	$70,312
2020	$231,224	$171,165	$395,237	$60,059
2019	$184,709	$159,023	$264,015	$25,686

Northwoods Partners