RACINEUAW RETIREE GROUP MEDICAL TRUST EVANS ASSET HOLDING COMPANY (EIN 650088772) - 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

1987

Legal Domicile

Principal Officer

SCOTT WALLENFELSZ

Phone

8474593888

Tax Period

2024-07-01 to 2025-06-30

RACINEUAW RETIREE GROUP MEDICAL TRUST EVANS ASSET HOLDING COMPANY, founded in 1987, is a micro nonprofit that reported $19K in total revenue in fiscal year 2017. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $39K exceeded revenue, resulting in a 102% operating deficit.

Mission

TO PROVIDE BENEFITS TO THE RETIREES AND THEIR DEPENDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $9,220

Other Revenue $0

TOTAL REVENUE $9,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $40,707

TOTAL EXPENSES $58,267

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,220	$9,787	-0.1%
Expenses	$58,267	$34,917	+0.7%
Net Income	$-49,047	$-25,130	+1.0%

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

N/A

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
WAYNE HUNGERFORD	TRUSTEE	1.00	Officer Director	$0	$0	$0
SCOTT WALLENFELSZ	TRUSTEE	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
2025	$9,220	$58,267	$399,485	$-49,047
2024	No data	No data	No data	No data
2023	$8,516	$50,232	$438,554	$-41,716
2022	$17,360	$26,914	$467,776	$-9,554
2021	$26,097	$22,222	$549,644	$3,875
2020	$18,887	$19,817	$528,466	$-930
2019	$15,528	$38,351	$535,716	$-22,823
2018	$19,187	$38,763	$538,301	$-19,576

RACINEUAW RETIREE GROUP MEDICAL TRUST EVANS ASSET HOLDING COMPANY