BECKY WERNER MENINGITIS FOUNDATION INC

EIN: 203371761 501(c)(3) Medical Research

PALMYRA, WI

Total Revenue
$28,798
Total Expenses
$299
Total Assets
$61,549
Net Assets
$61,549
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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
2006
Legal Domicile
WI
Principal Officer
Robert L Werner
Phone
2623910434
Tax Period
2024-01-01 to 2024-12-31

BECKY WERNER MENINGITIS FOUNDATION INC, founded in 2006, is a micro nonprofit in the Medical Research sector that reported $29K in total revenue in fiscal year 2024. Revenue surged 326% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 99% operating margin.

Mission

Meningitis Research, Education, and Awareness

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,254
Investment Income $0
Other Revenue $27,544
TOTAL REVENUE $28,798

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $299
TOTAL EXPENSES $299

Year-over-Year Comparison

2024 2023 Change
Revenue $28,798 $6,765 +3.3%
Expenses $299 $44 +5.8%
Net Income $28,499 $6,721 +3.2%
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

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Governance

Voting Members
2
Independent Members
2
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT L WERNER PRES/TREASURE 005.00
Director
$0 $0 $0
ANN WERNER VP/SEC 000.50
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
2024 $28,798 $299 $61,549 $28,499
2023 $6,765 $44 $33,050 $6,721
2022 $17,916 $1,111 $26,329 $16,805
2021 $8,141 No data $9,524 No data
2020 $930 $2,284 $1,383 $-1,354
2019 $11,100 $28,619 $2,737 $-17,519
2018 $18,103 $12,387 $20,256 $5,716
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