KOUNTZE MEMORIAL INC (EIN 470590776) - 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

1982

Legal Domicile

Principal Officer

SCOTT HENNEMAN

Tax Period

2023-01-01 to 2023-12-31

Mission

TO PROVIDE QUALITY LOW RENT HOUSING AND LIMITED SERVICES TO THE ELDERLY AND THE HANDICAPPED.

🔒

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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,900

TOTAL EXPENSES $5,900

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$2,488,564	-1.0%
Expenses	$5,900	$288,063	-1.0%
Net Income	N/A	$2,200,501	N/A

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

N/A

Independent Members

N/A

Employees

N/A

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
MARK FREDERICKSON	DIRECTOR	N/A	Director	$0	$0	$0
JIM HOLZER	DIRECTOR	N/A	Director	$0	$0	$0
DAVID KLUG	DIRECTOR	N/A	Director	$0	$0	$0
MARVIN OLSON	DIRECTOR	N/A	Director	$0	$0	$0
MELISSA OSENTOWSKI	DIRECTOR	N/A	Director	$0	$0	$0
ELIZABETH PEMBERTON	DIRECTOR	N/A	Director	$0	$0	$0
JANE ROSS	DIRECTOR	N/A	Director	$0	$0	$0
JUDY SEALER	DIRECTOR	N/A	Director	$0	$0	$0
ASHLEY SUM	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT HENNEMAN	PRESIDENT	N/A	Officer	$0	$0	$0
JEFF PERKINS	VICE PRESIDE	N/A	Officer	$0	$0	$0
DONALD ZINNECKER	SECRETARY/TR	N/A	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
2023	No data	$5,900	No data	No data
2022	$2,488,564	$288,063	$1,868,943	$2,200,501
2021	$595,383	$470,313	$947,898	$125,070
2020	$590,108	$463,757	$920,471	$126,351
2019	$581,398	$453,078	$898,372	$128,320
2018	$580,190	$429,418	$901,656	$150,772

KOUNTZE MEMORIAL INC