WATERLOO YOUTH HOCKEY ASSOCIATION (EIN 421222500) - 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

1996

Legal Domicile

Principal Officer

KELSEY CARLSON

Phone

3192346885

Tax Period

2024-07-01 to 2025-06-30

WATERLOO YOUTH HOCKEY ASSOCIATION, founded in 1996, is a small nonprofit in the Recreation & Sports sector that reported $511K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $437K left a modest 14% surplus.

Mission

YOUTH HOCKEY ORGANIZATION

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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 $28,894

Program Service Revenue $448,203

Investment Income $103

Other Revenue $33,380

TOTAL REVENUE $510,580

Expense Breakdown

Grants Paid $2,002

Salaries & Benefits $10,160

Fundraising Expenses $0

Program Expenses $434,091

Other Expenses $425,280

TOTAL EXPENSES $437,442

Year-over-Year Comparison

	2024	2023	Change
Revenue	$510,580	$432,032	+0.2%
Expenses	$437,442	$422,905	+0.0%
Net Income	$73,138	$9,127	+7.0%

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

N/A

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

$1,000

Total Directors

$6,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELSEY CARLSON	PRESIDENT / HOUSE LEAGUE DIRECTOR	1.00	Officer Director	$1,000	$0	$1,000
JORDAN STROTTMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WEYLON HEISER	HIGH SCHOOL TREASURER	1.00	Officer Director	$0	$0	$0
AMY KNOLL	LITTLE HAWK / JUNIOR HAWK TREASURER	1.00	Officer Director	$0	$0	$0
ALICIA PETERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
CONOR LUCK	COACHING DIRECTOR	1.00	Director	$2,400	$0	$2,400
SCOTT BUCHAN	DIRECTOR	0.50	Director	$0	$0	$0
BETHEA LOEB	DIRECTOR	0.50	Director	$0	$0	$0
JACOB CLARK	DIRECTOR	0.50	Director	$0	$0	$0
DAN BUMBLAUSKAS	DIRECTOR	0.50	Director	$0	$0	$0
RHIANNON MCCULLY	DIRECTOR	0.50	Director	$0	$0	$0
MARC ROUSCH	DIRECTOR	0.50	Director	$0	$0	$0
JOHN HENDRICKSON	DIRECTOR	0.50	Director	$0	$0	$0
CARY SLOMINSKI	DIRECTOR	0.50	Director	$0	$0	$0
JASON CLARK	DIRECTOR	0.50	Director	$0	$0	$0
AMY SCHAEFER	WARRIOR/WARHAWK TREASURER (END 6/2025)	0.50	Officer Director	$0	$0	$0
NICK NIEDERT	HOUSE LEAGUE DIRECTOR (END 6/2025)	0.50	Director	$3,000	$0	$3,000
SHAWN MONROE	DIRECTOR (END 6/2025)	0.50	Director	$0	$0	$0
MIKE WIRTJES	DIRECTOR (END 6/2025)	0.50	Director	$0	$0	$0
JEFF DUNN	DIRECTOR (END 6/2025)	0.50	Director	$0	$0	$0
CHARLOTTE BUSHBAUM	DIRECTOR (END 6/2025)	0.50	Director	$0	$0	$0
KATIE REICHERTS	DIRECTOR (END 6/2025)	0.50	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	$510,580	$437,442	$198,197	$73,138
2024	No data	No data	No data	No data
2023	$323,132	$310,885	$115,932	$12,247
2022	$358,385	$382,461	$103,685	$-24,076
2021	$306,665	$280,387	$127,761	$26,278
2020	$295,350	$274,325	$101,483	$21,025
2019	$319,706	$311,502	$80,458	$8,204
2018	$256,801	$284,221	$72,254	$-27,420

WATERLOO YOUTH HOCKEY ASSOCIATION