WISCONSIN ALLIANCE FOR EXCELLENT SCHOOLS INC (EIN 061824467) - 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

2012

Legal Domicile

Principal Officer

HEATHER DUBOIS BOURENANE

Phone

7153039896

Tax Period

2024-07-01 to 2025-06-30

WISCONSIN ALLIANCE FOR EXCELLENT SCHOOLS INC, founded in 2012, is a small nonprofit in the Education sector that reported $638K in total revenue in fiscal year 2024.

Mission

A DIVERSE, STATEWIDE COALITION THAT IS WORKING FOR COMPREHENSIVE SCHOOL FUNDING REFORM.

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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 $520,913

Program Service Revenue $116,567

Investment Income $23

Other Revenue $877

TOTAL REVENUE $638,380

Expense Breakdown

Grants Paid $21,417

Salaries & Benefits $415,437

Fundraising Expenses $66,829

Program Expenses $457,981

Other Expenses $187,068

TOTAL EXPENSES $623,922

Year-over-Year Comparison

	2024	2023	Change
Revenue	$638,380	$629,387	+0.0%
Expenses	$623,922	$582,027	+0.1%
Net Income	$14,458	$47,360	-0.7%

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

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

$138,037

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDY WHISLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM SHAW	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JILL GASKELL	SECRETARY	1.00	Officer Director	$0	$0	$0
JULIE UNDERWOOD	TREASURER	1.00	Officer Director	$0	$0	$0
ANGELA RODGERS	DIRECTOR	1.00	Director	$0	$0	$0
ANJALE AJ DEVAWN WELTON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA KINTOP	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER J THIEL	DIRECTOR	1.00	Director	$0	$0	$0
EMILY PRITZKOW	DIRECTOR	1.00	Director	$0	$0	$0
JEFF EIDE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BLACK	DIRECTOR	1.00	Director	$0	$0	$0
JOSLYN HEGELMEYER	DIRECTOR	1.00	Director	$0	$0	$0
JULIE MEAD	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN LAWRENCE HENRY	DIRECTOR	1.00	Director	$0	$0	$0
LANCE BAGSTAD	DIRECTOR THRU APRIL	1.00	Director	$0	$0	$0
MARTHA SIRAVO	DIRECTOR	1.00	Director	$0	$0	$0
MARVA HERNDON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WALSH	DIRECTOR	1.00	Director	$0	$0	$0
PABLO MUIRHEAD	DIRECTOR	1.00	Director	$0	$0	$0
PATTI CLARK-STOJKE	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY WIRTZ-OLSEN	DIRECTOR	1.00	Director	$0	$0	$0
RONALD DUFF MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY RAYMOND	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER DUBOIS BOURENANE	EXECUTIVE DIRECTOR	20.00	Officer	$114,596	$23,441	$138,037

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	$638,380	$623,922	$206,626	$14,458
2024	No data	No data	No data	No data
2023	$501,864	$577,787	$142,589	$-75,923
2022	$457,080	$410,757	$216,428	$46,323
2021	$101,798	$237,904	$129,039	$-136,106
2020	$435,365	$266,311	$206,664	$169,054

WISCONSIN ALLIANCE FOR EXCELLENT SCHOOLS INC