HOLMEN AREA COMMUNITY CENTER INC (EIN 475400335) - 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

2016

Legal Domicile

Principal Officer

MARY LIN WERSHOFEN

Phone

6083991870

Tax Period

2023-01-01 to 2023-12-31

HOLMEN AREA COMMUNITY CENTER INC, founded in 2016, is a small nonprofit in the Human Services sector that reported $260K in total revenue in fiscal year 2023. Expenses of $225K left a modest 13% surplus.

Mission

TO SUSTAIN A WELCOMING COMMUNITY CENTER THAT CONNECTS ALL GENERATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $218,909

Program Service Revenue $18,592

Investment Income $6,627

Other Revenue $15,622

TOTAL REVENUE $259,750

Expense Breakdown

Grants Paid $13,600

Salaries & Benefits $122,819

Fundraising Expenses $905

Program Expenses $183,084

Other Expenses $88,888

TOTAL EXPENSES $225,307

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,750	$261,746	0.0%
Expenses	$225,307	$208,898	+0.1%
Net Income	$34,443	$52,848	-0.3%

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
MARY LIN WERSHOFEN	PRESIDENT	4.00	Officer Director	$0	$0	$0
ELIZABETH MIDTHUN	PRESIDENT EL	4.00	Officer Director	$0	$0	$0
TONYA BERGET	TREASURER	3.00	Officer Director	$0	$0	$0
PATTY SHEPARD	SECRETARY	3.00	Officer Director	$0	$0	$0
TODD TRAUTMAN	DEVELOPMENT	3.00	Director	$0	$0	$0
HALEY HESSELBERG	NOMINATING C	3.00	Director	$0	$0	$0
TRACY TAYLOR-JOHNSON	PROGRAMMING	3.00	Director	$0	$0	$0
LAURIE KESSLER	EVENT CHAIR	3.00	Director	$0	$0	$0
KELLY DUNN	BOOKKEEPER	2.00	Director	$0	$0	$0
PATTI BAGNIEWSKI	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA HIMMER	DIRECTOR	2.00	Director	$0	$0	$0
TRICIA JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
PEG KNOBLOCH	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER KRISNOWICH	DIRECTOR	2.00	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	No data	No data	No data	No data
2023	$259,750	$225,307	$227,601	$34,443
2022	$261,746	$208,898	$192,900	$52,848
2021	$161,737	$160,423	$172,675	$1,314
2020	$149,426	$209,610	$147,645	$-60,184
2020	$182,760	$209,610	$180,978	$-26,850
2019	$-25,091	$302,435	$196,208	$-327,526
2018	$144,234	$2,313	$523,734	$141,921

HOLMEN AREA COMMUNITY CENTER INC