WAUSAU 525 GROUP 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

2004

Legal Domicile

Principal Officer

RALPH MERWIN

Tax Period

2017-07-01 to 2018-06-30

WAUSAU 525 GROUP INC, founded in 2004, is a small nonprofit in the Education sector that reported $226K in total revenue in fiscal year 2017.

Mission

TO RAISE FUNDS FOR THE FLIP FUND BY HOLDING AN ANNUAL SNOWMOBILE RACE AND TRACTOR PULL

Program Service Accomplishments

Program 1

Expenses: $134,360 Revenue: $125,239

THE WAUSAU 525 SNOWMOBILE CHAMPIONSHIP EVENT WAS HELD IN JANUARY 2018 FROM WHICH NET FUNDS WERE OR WILL BE DISTRIBUTED TO OTHER CHARITABLE ORGANIZATIONS.

Program 2

Expenses: $84,377 Revenue: $75,604

THE AUGUST-OH FEST TRUCK/TRACTOR PULL EVENT WAS HELD IN AUGUST 2017 FROM WHICH NET FUNDS WERE OR WILL BE DISTRIBUTED TO OTHER CHARITABLE ORGANIZATIONS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $200,843

Investment Income $4

Other Revenue $25,649

TOTAL REVENUE $226,496

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $20,049

Fundraising Expenses $0

Program Expenses $218,737

Other Expenses $209,380

TOTAL EXPENSES $241,429

Year-over-Year Comparison

	2017	2016	Change
Revenue	$226,496	$222,739	+0.0%
Expenses	$241,429	$194,330	+0.2%
Net Income	$-14,933	$28,409	-1.5%

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

125

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

$20,049

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT BETZNER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY TOLDNESS	DIRECTOR	1.00	Director	$0	$0	$0
PHIL BICKLEY	DIRECTOR	1.00	Director	$0	$0	$0
RON WIMMER	DIRECTOR	1.00	Director	$0	$0	$0
TODD NAGEL	DIRECTOR	1.00	Director	$0	$0	$0
CARROL PITTSLEY	DIRECTOR	1.00	Director	$0	$0	$0
CLINT SILLARS	DIRECTOR	1.00	Director	$0	$0	$0
DAN LEPAK	DIRECTOR	1.00	Director	$0	$0	$0
RALPH MERWIN	PRESIDENT	30.00	Officer	$0	$0	$0
PETER REGER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
CARA SPATZ	SECRETARY	10.00	Officer	$20,049	$0	$20,049

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
2018	$226,496	$241,429	$40,234	$-14,933