FATHER WILLIAM PEZOLD HOME ASSOCIAT (EIN 431224063) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

MICHAEL FICKEN

Tax Period

2023-01-01 to 2023-12-31

FATHER WILLIAM PEZOLD HOME ASSOCIAT, founded in 1980, is a small nonprofit that reported $432K in total revenue in fiscal year 2023. Expenses of $395K left a modest 8% surplus.

Mission

KNIGHTS OF COLUMBUS MEETING HALL

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,815

Program Service Revenue $371,588

Investment Income $0

Other Revenue $33,320

TOTAL REVENUE $431,723

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,030

Fundraising Expenses $0

Program Expenses $395,101

Other Expenses $328,071

TOTAL EXPENSES $395,101

Year-over-Year Comparison

	2023	2022	Change
Revenue	$431,723	$435,718	0.0%
Expenses	$395,101	$432,659	-0.1%
Net Income	$36,622	$3,059	+11.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
DALE SHINE	BOARD MEMBER	5.00	Director	$0	$0	$0
STEVEN KRUG	BOARD MEMBER	5.00	Director	$0	$0	$0
CHRISTOPHER LUNDBERG	BOARD MEMBER	5.00	Director	$0	$0	$0
RICHARD BOWLER	BOARD MEMBER	5.00	Director	$0	$0	$0
TOM HUTCHISON	RECORDER	10.00	Officer	$0	$0	$0
MICHAEL FICKEN	PRESIDENT	15.00	Officer	$0	$0	$0
TIM SPILLANE	TREASURER	10.00	Officer	$0	$0	$0
KEVIN LOOS	VICE PRESIDENT	10.00	Officer	$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	No data	No data	No data	No data
2023	$431,723	$395,101	$550,814	$36,622
2022	$435,718	$432,659	$560,575	$3,059
2021	$284,704	$334,627	$597,717	$-49,923
2020	$242,525	$259,103	$673,697	$-16,578

FATHER WILLIAM PEZOLD HOME ASSOCIAT