West Bend Community Improvement

🔒

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

Formation Year

1979

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

West Bend Community Improvement, founded in 1979, is a small nonprofit in the Community Improvement sector that reported $186K in total revenue in fiscal year 2024. Expenses of $226K exceeded revenue, resulting in a 22% operating deficit.

Mission

Primary purpose is for the maintanence and managing the community assets and facilities for the benefit of the community

Program Service Accomplishments

Program 1

Expenses: $59,230

Funding of replacement fund for future captial expenses and major projects for the community

Program 2

Expenses: $39,681

Maintenace of Grounds and common areas

Program 3

Expenses: $32,470

Maintenance and operation of community facilities

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $181,425

Investment Income $4,194

Other Revenue $0

TOTAL REVENUE $185,619

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,869

Other Expenses $226,050

TOTAL EXPENSES $226,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$185,619	$185,619	N/A
Expenses	$226,050	N/A	N/A
Net Income	$-40,431	$185,619	-1.2%

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

N/A

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
Shervada Martinez	Director	5.00	Director	$0	$0	$0
Norma Orsak	Director	5.00	Director	$0	$0	$0
Elena Segers	Director	5.00	Director	$0	$0	$0
Lisa Crane	President	5.00	Officer	$0	$0	$0
Ani Caloustian	Vice President	5.00	Officer	$0	$0	$0
Pete Benis	Secretary	5.00	Officer	$0	$0	$0
Linda Hermon	Treasurer	5.00	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	No data	No data	No data	No data
2024	$185,619	$226,050	$375,321	$-40,431