EDWARD AND JOSEPHINE WIKIERA FOUNDATION (EIN 203575174) - 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

2005

Legal Domicile

Principal Officer

MICHAEL H OBLOY

Phone

2486830500

Tax Period

2024-01-01 to 2024-12-31

EDWARD AND JOSEPHINE WIKIERA FOUNDATION, founded in 2005, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $891K, a strong 45% operating margin.

Mission

TO SUPPORT AND BENEFIT POLISH STUDIES AND THE POLISH CULTURAL MISSION OF ORCHARD LAKE SCHOOLS.

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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 $0

Program Service Revenue $0

Investment Income $1,969,802

Other Revenue $0

TOTAL REVENUE $1,969,802

Expense Breakdown

Grants Paid $990,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $990,000

Other Expenses $89,033

TOTAL EXPENSES $1,079,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,969,802	$1,343,530	+0.5%
Expenses	$1,079,033	$1,108,106	0.0%
Net Income	$890,769	$235,424	+2.8%

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

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
GREGORY NEED	DIRECTOR	1.00	Director	$0	$0	$0
LUD KOCI	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH DROBOT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL OBLOY	SECRETARY/TREASURER	1.00	Officer	$0	$0	$0
ANDY HARRINGTON	CHAIRMAN	1.00	Officer	$0	$0	$0
JOE MAJCHER	VICE CHAIRMAN	1.00	Officer	$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	$1,969,802	$1,079,033	$20,766,585	$890,769
2023	$1,343,530	$1,108,106	$19,585,051	$235,424
2022	$384,231	$2,216,068	$18,293,303	$-1,831,837
2021	$2,482,949	$851,774	$22,645,778	$1,631,175
2020	$537,114	$724,475	$20,782,035	$-187,361
2019	$556,629	$694,273	$18,542,064	$-137,644
2018	$569,028	$701,087	$15,962,866	$-132,059

EDWARD AND JOSEPHINE WIKIERA FOUNDATION