WAUSAU SCHOOL FOUNDATION INC (EIN 200287482) - 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

Principal Officer

AMY REIF

Phone

7152610510

Tax Period

2022-07-01 to 2023-06-30

WAUSAU SCHOOL FOUNDATION INC is a small nonprofit in the Education sector that reported $456K in total revenue in fiscal year 2022. Revenue surged 449% from the prior year, signaling strong growth momentum. The organization ran a surplus of $306K, a strong 67% operating margin.

Mission

TO SUPPORT INNOVATION AND EXCELLENCE IN EDUCATION AND STUDENT SUCCESS THROUGH PARTNERSHIPS WITH THE WAUSAU SCHOOL DISTRICT AND THE COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $446,299

Program Service Revenue $1,420

Investment Income $3,092

Other Revenue $5,194

TOTAL REVENUE $456,005

Expense Breakdown

Grants Paid $101,178

Salaries & Benefits $32,357

Fundraising Expenses $16,352

Program Expenses $114,150

Other Expenses $16,904

TOTAL EXPENSES $150,439

Year-over-Year Comparison

	2022	2021	Change
Revenue	$456,005	$83,017	+4.5%
Expenses	$150,439	$30,133	+4.0%
Net Income	$305,566	$52,884	+4.8%

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

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

$18,750

Total Directors

$18,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBI TRAEDER	EXECUTIVE DI	40.00	Officer Director	$18,750	$0	$18,750
JON CREISHER	MEMBER	1.00	Director	$0	$0	$0
CARL HERT	MEMBER	1.00	Director	$0	$0	$0
KEITH HILTS	MEMBER	1.00	Director	$0	$0	$0
CHRISTY KEELE	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
MICHAEL J LEMANSKI	TREASURER	1.00	Officer Director	$0	$0	$0
MELISSA MATTESON	CO-SECRETARY	1.00	Officer Director	$0	$0	$0
EVAN MAYER	MEMBER	1.00	Director	$0	$0	$0
AMY REIF	PRESIDENT	1.00	Officer Director	$0	$0	$0
DENISE SNOEYENBOS	CO-SECRETARY	1.00	Officer Director	$0	$0	$0
KAREN VANDENBERG	MEMBER	1.00	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
2023	$456,005	$150,439	$666,412	$305,566
2022	$83,017	$30,133	$293,850	$52,884
2021	$283,812	$260,170	$327,600	$23,642

WAUSAU SCHOOL FOUNDATION INC