NEOSHO AREA BUSINESS & INDUSTRIAL FOUNDATION INC (EIN 431485287) - 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

1988

Legal Domicile

Principal Officer

JEFF WERNEKE

Phone

4174511925

Tax Period

2024-07-01 to 2025-06-30

NEOSHO AREA BUSINESS & INDUSTRIAL FOUNDATION INC, founded in 1988, is a small nonprofit that reported $763K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $730K left a modest 4% surplus.

Mission

TO FOSTER GREATER EMPLOYMENT OPPORTUNITIES AND TO RAISE THE QUALITY AND STANDARD OF LIVING FOR PEOPLE IN THE NEOSHO AREA

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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 $100,980

Program Service Revenue $659,088

Investment Income $3,363

Other Revenue $0

TOTAL REVENUE $763,431

Expense Breakdown

Grants Paid $0

Salaries & Benefits $539,436

Fundraising Expenses $0

Other Expenses $190,189

TOTAL EXPENSES $729,625

Year-over-Year Comparison

	2024	2023	Change
Revenue	$763,431	$879,473	-0.1%
Expenses	$729,625	$858,486	-0.2%
Net Income	$33,806	$20,987	+0.6%

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

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
JEFF WERNEKE	President	10.00	Officer Director	$0	$0	$0
HOLLY MARBLE	Vice President	10.00	Officer Director	$0	$0	$0
KATRICIA PIERSON	Director	0.00	Director	$0	$0	$0
JERRY GRIFFITH	Director	0.00	Director	$0	$0	$0
JUSTIN BRANHAM	Secretary	10.00	Officer Director	$0	$0	$0
TERRY NEFF	Director	0.00	Director	$0	$0	$0
GRANT SCHWARTZ	Director	0.00	Director	$0	$0	$0
BRENDON BARNES	Director	0.00	Director	$0	$0	$0
BLAKE HIERHOLZER	Director	0.00	Director	$0	$0	$0
CHETT DANIELS	Director	0.00	Director	$0	$0	$0
KENT SLINKER	Director	0.00	Director	$0	$0	$0
SCOTT WADE	Director	0.00	Director	$0	$0	$0
RAY STIPP	Treasurer	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
2025	$763,431	$729,625	$2,297,678	$33,806
2024	$879,473	$858,486	$2,481,061	$20,987
2023	$589,657	$650,615	$2,507,087	$-60,958
2022	$803,102	$689,430	$2,622,930	$113,672
2022	$803,102	$689,430	$2,622,930	$113,672
2021	$932,177	$651,170	$2,630,779	$281,007
2021	$932,177	$651,170	$2,630,779	$281,007
2020	$720,065	$579,747	$2,499,550	$140,318
2019	$581,775	$575,423	$2,436,229	$6,352
2018	$622,879	$570,629	$2,526,083	$52,250

NEOSHO AREA BUSINESS & INDUSTRIAL FOUNDATION INC