Advance Shullsburg Inc

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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

Kari J Strang

Phone

6089653838

Tax Period

2024-01-01 to 2024-12-31

Advance Shullsburg Inc, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $142K in total revenue in fiscal year 2024. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 52% operating margin.

Mission

To provide infrastructure, education, training, mentorship and a network of service providers to assist local and independent entrepreneurs to provide growth to the local economy.

Program Service Accomplishments

Program 1

Expenses: $19,770 Revenue: $45,695

Annual events that bring vendors and visitors to Shullsburg to shop, eat locally and support the community

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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 $110,919

Program Service Revenue $0

Investment Income $4,757

Other Revenue $25,925

TOTAL REVENUE $141,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,770

Other Expenses $67,775

TOTAL EXPENSES $67,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$141,601	$81,113	+0.7%
Expenses	$67,775	$71,455	-0.1%
Net Income	$73,826	$9,658	+6.6%

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

N/A

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

$17,228

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TYSON MORRISSEY	Director	6.00	Director	$10,633	$0	$10,633
CASSIDY REILLY	Main Street Director	6.00	Director	$6,595	$0	$6,595
JEFF DOYLE	President	1.00	Officer Director	$0	$0	$0
JULIE FRANK WERNER	Treasurer	1.00	Officer Director	$0	$0	$0
PAM PAQUETTE	Secretary	1.00	Officer Director	$0	$0	$0
DAN MORRISSEY	Vice President	1.00	Officer Director	$0	$0	$0
CHERYL MULCAHY	Director	1.00	Director	$0	$0	$0
SANDY RUSSELL	Director	1.00	Director	$0	$0	$0
COLLEEN HENDERSON	Director	1.00	Director	$0	$0	$0
SUE PAQUETTE	Director	1.00	Director	$0	$0	$0
DARCI TEUTSCHMANN	Director	1.00	Director	$0	$0	$0
BRADLEY J MOOTZ	Director	1.00	Director	$0	$0	$0
CORA LIERMAN	Director	1.00	Director	$0	$0	$0
JON PEDLEY	Director	1.00	Director	$0	$0	$0
JEFF RUSSELL	Director	1.00	Director	$0	$0	$0
LOREN DAENTL	Director	1.00	Director	$0	$0	$0
JACOB HOLLAND	Director	1.00	Director	$0	$0	$0
KIM PAHNKE	Director	1.00	Director	$0	$0	$0
SHAY VAASSEN	Director	1.00	Director	$0	$0	$0
TAMMY WOODWORTH	Director	1.00	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	$141,601	$67,775	$343,870	$73,826
2023	$81,113	$71,455	$261,685	$9,658
2022	$72,746	$52,334	$238,682	$20,412