Waldo Area Business Association (EIN 431150990) - 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

1985

Legal Domicile

Principal Officer

Sean Anderson

Phone

8162864523

Tax Period

2023-01-01 to 2023-12-31

Waldo Area Business Association, founded in 1985, is a small nonprofit that reported $395K in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $357K left a modest 10% surplus.

Mission

The Waldo Area Business Association (WABA) has been representing the interests of the Waldo Business Community since 1965. WABA is engaged by the Waldo Community Improvemnt District to support its efforts of promotion, marketing,and security

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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 (2023)

Revenue Breakdown

Contributions & Grants $34,251

Program Service Revenue $360,796

Investment Income $108

Other Revenue $0

TOTAL REVENUE $395,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,151

Fundraising Expenses $0

Program Expenses $38,649

Other Expenses $165,229

TOTAL EXPENSES $357,380

Year-over-Year Comparison

	2023	2022	Change
Revenue	$395,155	$258,541	+0.5%
Expenses	$357,380	$257,067	+0.4%
Net Income	$37,775	$1,474	+24.6%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela Braun	President	4.00	Officer Director	$0	$0	$0
Sara Koci Scheilz	Vice President	4.00	Officer Director	$0	$0	$0
Emile Jackson	Treasurer	4.00	Officer Director	$0	$0	$0
Chris Meier	Secretary	4.00	Officer Director	$0	$0	$0
Jerry Singer	Director	4.00	Director	$0	$0	$0
Ryan Underwood	Director	4.00	Director	$0	$0	$0
Lisa Kiene	Director	4.00	Director	$0	$0	$0
Lynn Zielgler	Director	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
2023	$395,155	$357,380	$176,440	$37,775
2022	$258,541	$257,067	$128,924	$1,474
2021	$203,130	$179,011	$125,715	$24,119
2020	$219,677	$188,918	$100,043	$30,759
2019	$227,818	$228,678	$69,849	$-860
2018	$220,762	$222,046	$99,826	$-1,284

Waldo Area Business Association