NORTHEAST WISCONSIN ECONOMIC DEVELOPMENT CORPORATION (EIN 203772167) - 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

Peter Otis

Phone

7153699110

Tax Period

2025-01-01 to 2025-12-31

NORTHEAST WISCONSIN ECONOMIC DEVELOPMENT CORPORATION, founded in 2005, is a micro nonprofit in the Community Improvement sector that reported $66K in total revenue in fiscal year 2025. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $38K, a strong 58% operating margin.

Mission

To promote the economic development of the region and to promote opportunities for underemployed and low and moderate income families in the region through the development of private business opportunities

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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 $0

Program Service Revenue $54,946

Investment Income $10,908

Other Revenue $0

TOTAL REVENUE $65,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,282

Other Expenses $27,387

TOTAL EXPENSES $27,387

Year-over-Year Comparison

	2025	2024	Change
Revenue	$65,854	$173,023	-0.6%
Expenses	$27,387	$29,938	-0.1%
Net Income	$38,467	$143,085	-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

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
Leah VanZile	President	0.5	Officer Director	$0	$0	$0
Ty Erickson	President Elect	0.5	Officer Director	$0	$0	$0
Peter Otis	Secretary	0.5	Officer Director	$0	$0	$0
Andrew Cordova	Treasurer	0.5	Officer Director	$0	$0	$0
Todd Leyden	Past President	0.5	Director	$0	$0	$0
Cecily Dawson	Director	0.5	Director	$0	$0	$0
Bobbie Fields	Director	0.5	Director	$0	$0	$0
Kris Hanus	Director	0.5	Director	$0	$0	$0
Brad Kowieski	Director	0.5	Director	$0	$0	$0
Luke Durkee	Director	0.5	Director	$0	$0	$0
Russell Myers	Director	0.5	Director	$0	$0	$0
Josh Pike	Director	0.5	Director	$0	$0	$0
Patrick Reagan	Director	0.5	Director	$0	$0	$0
Michael Rigby	Director	0.5	Director	$0	$0	$0
Michael Tautges	Director	0.5	Director	$0	$0	$0
Collette Sorgel	Director	0.5	Director	$0	$0	$0
Don Theisen	Director	0.5	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	$65,854	$27,387	$665,599	$38,467
2024	$173,023	$29,938	$658,699	$143,085
2023	$71,338	$30,162	$545,572	$41,176
2022	$128,770	$103,054	$532,893	$25,716
2021	$236,753	$220,376	$3,809,221	$16,377
2020	$364,732	$338,785	$6,977,536	$25,947
2019	$476,081	$491,066	$10,017,916	$-14,985
2018	$636,243	$576,211	$13,225,776	$60,032

NORTHEAST WISCONSIN ECONOMIC DEVELOPMENT CORPORATION