Engage Winona (EIN 822726124) - 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

2018

Legal Domicile

Principal Officer

Kevin McGree

Phone

5073129133

Tax Period

2024-01-01 to 2024-12-31

Engage Winona, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $405K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $369K left a modest 9% surplus.

Mission

Engage Winona strengthens communities by reigniting community participation through dialogue, support, and training.

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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 $368,997

Program Service Revenue $33,760

Investment Income $1,916

Other Revenue $0

TOTAL REVENUE $404,673

Expense Breakdown

Grants Paid $0

Salaries & Benefits $190,784

Fundraising Expenses $3,457

Program Expenses $368,934

Other Expenses $178,150

TOTAL EXPENSES $368,934

Year-over-Year Comparison

	2024	2023	Change
Revenue	$404,673	$319,880	+0.3%
Expenses	$368,934	$259,325	+0.4%
Net Income	$35,739	$60,555	-0.4%

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

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

$68,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marcia Ratliff	Executive Director	045.00	Director	$68,000	$0	$68,000
Jackson Ramsland	Director	001.00	Director	$0	$0	$0
Laurie Krause	Director	001.00	Director	$0	$0	$0
Jackie Henderson	Director	001.00	Director	$0	$0	$0
Aurea Osgood	Director	001.00	Director	$0	$0	$0
Jay Palmer	Director	001.00	Director	$0	$0	$0
Randy Skarlupka	President	002.00	Officer	$0	$0	$0
Erica Ericksen	Treasurer	001.00	Officer	$0	$0	$0
Alexa Shapiro	Secretary	001.00	Officer	$0	$0	$0
Kevin McGree	Vice President	001.00	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
2024	$404,673	$368,934	$219,802	$35,739
2023	$319,880	$259,325	$185,029	$60,555

Engage Winona