Wittenberg Manor II (EIN 942933982) - 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

1984

Legal Domicile

Principal Officer

Steve Ellis

Phone

5107857201

Tax Period

2025-01-01 to 2025-12-31

Wittenberg Manor II, founded in 1984, is a small nonprofit that reported $637K in total revenue in fiscal year 2025. Expenses of $725K exceeded revenue, resulting in a 14% operating deficit.

Mission

To provide affordable housing to elderly and disabled persons

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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 (2025)

Revenue Breakdown

Contributions & Grants $298,737

Program Service Revenue $313,272

Investment Income $25,004

Other Revenue $0

TOTAL REVENUE $637,013

Expense Breakdown

Grants Paid $0

Salaries & Benefits $176,627

Fundraising Expenses $0

Program Expenses $610,052

Other Expenses $548,019

TOTAL EXPENSES $724,646

Year-over-Year Comparison

	2025	2024	Change
Revenue	$637,013	$603,009	+0.1%
Expenses	$724,646	$717,487	+0.0%
Net Income	$-87,633	$-114,478	-0.2%

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
Dave Mueller	Vice President	1.00	Officer Director	$0	$0	$0
Frank Mitchell	Director	1.00	Director	$0	$0	$0
Henry Blank	Treasurer	1.00	Officer Director	$0	$0	$0
Maria Mitchell	Secretary	1.00	Officer Director	$0	$0	$0
Phil Caspersen	Director	1.00	Director	$0	$0	$0
Jerrie Moyer	Director	1.00	Director	$0	$0	$0
Steve Ellis	President	1.00	Officer 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	$637,013	$724,646	$2,520,455	$-87,633
2024	No data	No data	No data	No data
2023	$599,874	$656,967	$2,765,479	$-57,093
2022	$590,918	$645,146	$2,824,295	$-54,228
2021	$587,455	$604,300	$2,871,558	$-16,845
2020	$571,222	$576,670	$2,889,542	$-5,448
2019	$571,055	$629,921	$2,893,202	$-58,866
2018	$528,862	$590,120	$2,957,875	$-61,258

Wittenberg Manor II