WACONIA UNITED FOOD SHELF (EIN 471667774) - 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

Principal Officer

ANGIE CRUZEN

Tax Period

2023-10-01 to 2024-09-30

WACONIA UNITED FOOD SHELF is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $475K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $417K left a modest 12% surplus.

Mission

OUR HEARTFELT MISSION IS TO PROVIDE FRESH FOOD, HIGH-QUALITY GROCERIES AND SUPPORTIVE SERVICES TO OUR GREAT COMMUNITY.

🔒

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 $449,978

Program Service Revenue $0

Investment Income $25,368

Other Revenue $0

TOTAL REVENUE $475,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $117,669

Fundraising Expenses $0

Program Expenses $357,931

Other Expenses $299,011

TOTAL EXPENSES $416,680

Year-over-Year Comparison

	2023	2022	Change
Revenue	$475,346	$349,455	+0.4%
Expenses	$416,680	$331,663	+0.3%
Net Income	$58,666	$17,792	+2.3%

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

210

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

$82,207

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGIE CRUZEN	EXECUTIVE DI	32.00	Officer	$82,207	$0	$82,207
ERICA BOSSERT	MEMBER	1.00	Director	$0	$0	$0
KRISTINA FOUNDRAY	MEMBER	1.00	Officer Director	$0	$0	$0
BRENDA GRAMS	MEMBER	1.00	Director	$0	$0	$0
BOBBI GROHMANN	MEMBER	1.00	Director	$0	$0	$0
AMY HILGERS	TREASURER	1.00	Officer Director	$0	$0	$0
TESSA JULIAR	MEMBER	1.00	Director	$0	$0	$0
JENNIFER KAEDING	MEMBER	1.00	Director	$0	$0	$0
SUZANNE MCCARTY	SECRETARY	1.00	Officer Director	$0	$0	$0
HEATHER REICHENBERGER-FABISH	MEMBER	1.00	Director	$0	$0	$0
BRITTANY RIHANEK	MEMBER	1.00	Director	$0	$0	$0
BILL RYAN	MEMBER	1.00	Director	$0	$0	$0
SARAH URTEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
KARLA VOLKMAR	MEMBER	1.00	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
2024	$475,346	$416,680	$844,103	$58,666
2023	$349,455	$331,663	$739,465	$17,792
2022	$376,596	$296,636	$689,580	$79,960
2021	$548,372	$364,177	$657,267	$184,195
2020	$490,572	$331,039	$473,438	$159,533
2019	$310,962	$296,049	$316,268	$14,913
2018	$302,582	$274,988	$301,355	$27,594

WACONIA UNITED FOOD SHELF