Winona Convention and Visitors (EIN 522441108) - 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

2004

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Winona Convention and Visitors, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $660K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

Promote Tourism in Winona, MN

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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 $104,150

Program Service Revenue $541,746

Investment Income $14,023

Other Revenue $0

TOTAL REVENUE $659,919

Expense Breakdown

Grants Paid $0

Salaries & Benefits $254,956

Fundraising Expenses $0

Program Expenses $607,549

Other Expenses $446,071

TOTAL EXPENSES $701,027

Year-over-Year Comparison

	2023	2022	Change
Revenue	$659,919	$608,201	+0.1%
Expenses	$701,027	$537,114	+0.3%
Net Income	$-41,108	$71,087	-1.6%

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

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

$94,583

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pat Mutter	Executive Director	40.00	Key Emp	$78,957	$15,626	$94,583
Adam Peterson	Director	1.00	Director	$0	$0	$0
Mark Peterson	Director	1.00	Director	$0	$0	$0
George Micalone	Director	1.00	Director	$0	$0	$0
Donald Pappas	Director	1.00	Director	$0	$0	$0
Julie Heukeshoven	Director	1.00	Director	$0	$0	$0
Brian Kugel	Director	1.00	Director	$0	$0	$0
Marcia Ratliff	Director	1.00	Director	$0	$0	$0
Natalie Siderius	Director	1.00	Director	$0	$0	$0
Lew Overhaug	Past Chair	1.00	Officer Director	$0	$0	$0
John Casper	Chair	1.00	Officer Director	$0	$0	$0
Deb Malay	Treasurer	1.00	Officer Director	$0	$0	$0
Jim Vrchota	Vice Chair	1.00	Officer 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	$659,919	$701,027	$753,941	$-41,108
2022	$608,201	$537,114	$815,979	$71,087
2021	$555,351	$450,205	$632,163	$105,146
2020	$323,930	$261,572	$502,321	$62,358
2019	$530,070	$549,570	$462,939	$-19,500
2018	$536,104	$592,715	$484,496	$-56,611

Winona Convention and Visitors