WOODSIDE OAKS INC

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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

1968

Legal Domicile

Principal Officer

POLLY GRETZINGER

Phone

9204991481

Tax Period

2024-07-01 to 2025-06-30

WOODSIDE OAKS INC, founded in 1968, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $604K, a strong 41% operating margin.

Mission

TO BE THE LEADER IN DELIVERING AND ADVANCING SENIOR CARE AND/OR REHABILITATION FOR GREEN BAY AND THE SURROUNDING COMMUNITIES BY MEETING THE NEEDS OF THE WHOLE SENIOR PERSON; SOCIAL, MEDICAL, PSYCHOLOGICAL, COGNITIVE, AND SPIRITUAL, MAXIMIZING EACH INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENCE.

Program Service Accomplishments

Program 1

Expenses: $691,057 Revenue: $1,246,538

WOODSIDE OAKS, INC. OPERATES AN APARTMENT COMPLEX (75 APARTMENTS) PROVIDING CARE FOR ELDERLY RESIDENTS. WOODSIDE OAKS IS GEARED TOWARD COMFORTABLE INDEPENDENT LIVING FOR ADULTS 55 AND OVER. TENANTS ENJOY ALL THE AMENITIES OF A COMFORTABLE APARTMENT, ALONG WITH THE FEELING OF SECURITY AND THE BENEFITS OF A CLOSE-KNIT COMMUNITY.

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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 $500

Program Service Revenue $1,309,618

Investment Income $172,382

Other Revenue $0

TOTAL REVENUE $1,482,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,892

Fundraising Expenses $0

Program Expenses $691,057

Other Expenses $724,030

TOTAL EXPENSES $878,922

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,482,500	$1,345,220	+0.1%
Expenses	$878,922	$925,671	-0.1%
Net Income	$603,578	$419,549	+0.4%

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

$440,630

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORMAN SCHROEDER	PRESIDENT	0.50	Officer Director	$0	$0	$0
PAUL SEYMOUR	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
PAM ANDERSON	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
AMY HARDTKE	BOARD MEMBER	0.50	Director	$0	$0	$0
POLLY GRETZINGER	EXECUTIVE DIRECTOR OF CAMPUS OPS.	2.00	Officer	$0	$10,187	$220,269
JESSICA ATKINSON	EXECUTIVE DIRECTOR OF CAMP LIVING	2.00	Officer	$0	$15,044	$220,361

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	$1,482,500	$878,922	$10,219,016	$603,578
2024	$1,345,220	$925,671	$9,360,760	$419,549
2023	$1,258,295	$931,666	$8,760,540	$326,629
2022	$1,277,237	$872,829	$8,246,800	$404,408
2021	$1,363,171	$834,875	$8,219,113	$528,296
2020	$1,247,868	$722,064	$7,545,170	$525,804
2019	$1,251,756	$640,743	$6,976,399	$611,013
2018	$1,144,129	$617,398	$6,306,204	$526,731