WINONA HEALTH VOLUNTEERS (EIN 416027698) - 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

1975

Legal Domicile

Principal Officer

BARB POZANC

Phone

5074507819

Tax Period

2024-01-01 to 2024-12-31

WINONA HEALTH VOLUNTEERS, founded in 1975, is a micro nonprofit that reported $38K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Net assets of $227K represent 72 months of operating reserves.

Mission

TO PROVIDE FINANCIAL RESOURCES TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE AND COMMUNITY WE SERVE.

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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 $5,479

Program Service Revenue $0

Investment Income $9,173

Other Revenue $23,196

TOTAL REVENUE $37,848

Expense Breakdown

Grants Paid $32,903

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,643

Other Expenses $4,314

TOTAL EXPENSES $37,217

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,848	$42,450	-0.1%
Expenses	$37,217	$47,335	-0.2%
Net Income	$631	$-4,885	-1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA QUINN	SECRETARY	4.00	Officer Director	$0	$0	$0
BARB POZANC	TREASURER	5.00	Officer Director	$0	$0	$0
ROBERT WILLIAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY PRODZINSKI	PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY BACHLER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY CONRAD	ASSISTANT TREASURER	5.00	Officer Director	$0	$0	$0
BEV KEIPER	BOARD MEMBER	4.00	Director	$0	$0	$0
GLORIA SIEWERT	BOARD MEMBER	4.00	Director	$0	$0	$0
JANIS VOSE	BOARD MEMBER	4.00	Director	$0	$0	$0
BONNIE WOODFORD	BOARD MEMBER	4.00	Director	$0	$0	$0
SUE ANDERSON	BOARD MEMBER	4.00	Director	$0	$0	$0
AL MULYCK	BOARD MEMBER	4.00	Director	$0	$0	$0
COLEEN WANEK	BOARD MEMBER	4.00	Director	$0	$0	$0
JUDY PIEL	BOARD MEMBER	4.00	Director	$0	$0	$0
LESLIE SCARBOROUGH	BOARD MEMBER	4.00	Director	$0	$0	$0
KAY WILLIAMS	BOARD MEMBER	4.00	Director	$0	$0	$0
JANE PALMER	BOARD MEMBER	4.00	Director	$0	$0	$0
KIM SCHWAB	BOARD MEMBER	4.00	Director	$0	$0	$0
DIANE CADA	BOARD MEMBER	4.00	Director	$0	$0	$0
BERNADETTE THICKE	BOARD MEMBER	4.00	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	$37,848	$37,217	$226,825	$631
2023	$42,450	$47,335	$226,194	$-4,885
2022	$52,451	$50,179	$231,079	$2,272
2021	$45,927	$50,882	$222,463	$-4,955
2020	$24,722	$29,165	$227,129	$-4,443
2019	$54,786	$23,343	$230,588	$31,443
2018	$92,663	$107,453	$199,145	$-14,790

WINONA HEALTH VOLUNTEERS