RWHC HEALTHY WISCONSIN INC (EIN 851468041) - 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

2020

Legal Domicile

Principal Officer

BRIAN STEPHENS

Phone

6086432343

Tax Period

2023-07-01 to 2024-06-30

RWHC HEALTHY WISCONSIN INC, founded in 2020, is a small nonprofit in the Human Services sector that reported $193K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $43K, a strong 22% operating margin.

Mission

RWHC HEALTHY WISCONSIN, INC. FOSTERS THE COMMUNITY CONDITIONS AND HUMAN CAPITAL NECESSARY TO ENSURE WISCONSIN COMMUNITIES WILL BE THE HEALTHIEST IN AMERICA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $184,175

Program Service Revenue $1,618

Investment Income $7,690

Other Revenue $0

TOTAL REVENUE $193,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,234

Other Expenses $150,034

TOTAL EXPENSES $150,034

Year-over-Year Comparison

	2023	2022	Change
Revenue	$193,483	$226,425	-0.1%
Expenses	$150,034	$234,469	-0.4%
Net Income	$43,449	$-8,044	-6.4%

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

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
BRIAN STEPHENS	PRESIDENT	0.10	Officer Director	$0	$0	$0
JULIE BIEBER	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
CHRIS BRABANT	SECRETARY/TREASURER	0.10	Officer Director	$0	$0	$0
EILIDH PEDERSON	BOARD MEMBER	0.10	Officer Director	$0	$0	$0
FRANK PEREZ-GUERRA	BOARD MEMBER	0.10	Director	$0	$0	$0
BRUCE ROESLER	BOARD MEMBER	0.10	Director	$0	$0	$0
DAN ROHRBACH	BOARD MEMBER (THRU 06/2024)	0.10	Director	$0	$0	$0
LISA SCHNEDLER	BOARD MEMBER	0.10	Director	$0	$0	$0
TIM SIZE	BOARD MEMBER	0.10	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	No data	No data	No data	No data
2024	$193,483	$150,034	$333,765	$43,449
2023	$226,425	$234,469	$296,697	$-8,044
2022	$350,400	$277,214	$286,386	$73,186
2021	$351,513	$151,475	$264,299	$200,038

RWHC HEALTHY WISCONSIN INC