EAST TROY LODGE & COMMUNITY CENTER

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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

2006

Legal Domicile

Principal Officer

MARK JACOBSON

Phone

2622068979

Tax Period

2024-07-01 to 2025-06-30

EAST TROY LODGE & COMMUNITY CENTER, founded in 2006, is a small nonprofit in the Recreation & Sports sector that reported $279K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $125K, a strong 45% operating margin.

Mission

COMMUNITY SERVICE TO CITIZENS OF EAST TROY WI AREA, CONTRIBUTIONS TO AREA LIONS CHARITIES AND OPERATION OF A COMMUNITY CENTER

Program Service Accomplishments

Program 1

THE LODGE & COMMUNITY CENTER SUPPORTS & FUNDS NUMEROUS CHARITABLE PROGRAMS IN SUPPORT OF EAST TROY AREA CITIZENS INCLUDING: SCHOLARSHIPS, LIONS CHARITIES, BOYS & GIRLS SCOUTS, YOUTH CAMPS, FOOD...

THE LODGE & COMMUNITY CENTER SUPPORTS & FUNDS NUMEROUS CHARITABLE PROGRAMS IN SUPPORT OF EAST TROY AREA CITIZENS INCLUDING: SCHOLARSHIPS, LIONS CHARITIES, BOYS & GIRLS SCOUTS, YOUTH CAMPS, FOOD BASKETS FOR AREA NEEDY, FOOD BANK SUPPORT, YOUTH ATHLETIC PROGRAMS, EYEGLASSES FOR CHILDREN AND SUPPORT OF LOCAL SCHOOL FOR DISABLED CHILDREN

Program 2

Expenses: $13,493 Revenue: $59,842

THE COMMUNITY CENTER OPERATES FOR THE BENEFIT OF EAST TROY AREA RESIDENTS, PROVIDES A MEETING PLACE FOR COMMUNITY ORGANIZATIONS AND LOCAL EVENTS.

Program 3

Expenses: $140,540 Revenue: $218,695

THE COMMUNITY CENTER IS FUNDED THROUGH SEVERAL FUND RAISING EVENTS WHICH INCLUDE: ANNUAL CITY-WIDE 4TH OF JULY CELEBRATION, GOLF OUTING AND SEVERAL RAFFLES.

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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 $276,017

Program Service Revenue $2,240

Investment Income $280

Other Revenue $0

TOTAL REVENUE $278,537

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,033

Other Expenses $154,033

TOTAL EXPENSES $154,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$278,537	$308,780	-0.1%
Expenses	$154,033	$299,670	-0.5%
Net Income	$124,504	$9,110	+12.7%

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

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
MARCIA BELAIR	2ND VICE PRESIDENT	1.38	Officer	$0	$0	$0
MARK JACOBSON	PRESIDENT	1.38	Officer	$0	$0	$0
PETE WENDT	1ST VICE PRESIDENT	1.38	Officer	$0	$0	$0
DAN MITTLESTADT	3RD VICE PRESIDENT	1.38	Officer	$0	$0	$0
LIL JACOBSON	SECRETARY	1.38	Officer	$0	$0	$0
CHERIE BIERSACK	TREASURER	2.30	Officer	$0	$0	$0
DAN MITTLESTADT	ASSISTANT SECRETARY	1.38	Officer	$0	$0	$0
BRUCE PUGH	ASSISTANT TREASURER	1.38	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
2025	$278,537	$154,033	$571,278	$124,504
2024	$308,780	$299,670	$454,431	$9,110
2023	$290,425	$246,736	$466,697	$43,689
2022	$328,797	$243,671	$389,552	$85,126
2021	$184,253	$164,696	$302,814	$19,557
2020	$77,726	$12,032	$283,218	$65,694
2019	$205,614	$174,787	$249,938	$30,827
2018	$287,457	$178,988	$310,073	$108,469