WAKONDA HERITAGE MANOR (EIN 460347728) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

ROBIN STOCKLAND

Phone

6052672081

Tax Period

2023-10-01 to 2024-09-30

WAKONDA HERITAGE MANOR, founded in 1976, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2017. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE RESIDENT NURSING HOME CARE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $20,050

Program Service Revenue $2,912,173

Investment Income $31,389

Other Revenue $0

TOTAL REVENUE $2,963,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,049,927

Fundraising Expenses $0

Program Expenses $2,912,406

Other Expenses $1,285,698

TOTAL EXPENSES $3,335,625

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,963,612	$3,105,604	0.0%
Expenses	$3,335,625	$3,228,748	+0.0%
Net Income	$-372,013	$-123,144	+2.0%

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

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
RONALD PETERSON	PRESIDENT	0.50	Officer Director	$0	$0	$0
RON HUOT	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
DONNA HENRIKSEN	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
CHERYL KNUDSON	DIRECTOR	0.50	Director	$0	$0	$0
MARGO DEVINE MCCUE	DIRECTOR	0.50	Director	$0	$0	$0
JILL JOHNSEN	DIRECTOR	0.50	Director	$0	$0	$0
KEN GIRARD	DIRECTOR	0.50	Director	$0	$0	$0
DARBY GANSCHOW	DIRECTOR	0.50	Director	$0	$0	$0
JULIE NELSEN	DIRECTOR	0.50	Director	$0	$0	$0
ROBIN STOCKLAND	ADMINISTRATOR	20.00	Officer	$0	$0	$0
ALLEN ALSDORF	REGISTERED NURSE	44.60	Highest	$107,620	$17,003	$124,623

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	$2,963,612	$3,335,625	$3,492,941	$-372,013
2023	$3,105,604	$3,228,748	$3,822,119	$-123,144
2022	$3,183,400	$2,961,019	$3,933,271	$222,381
2021	$3,428,075	$2,837,289	$3,216,387	$590,786
2020	$2,629,812	$2,527,427	$3,037,736	$102,385
2019	$2,439,389	$2,383,613	$2,431,422	$55,776
2018	$2,351,145	$2,352,372	$2,367,829	$-1,227

WAKONDA HERITAGE MANOR