NORTHWEST WISCONSIN ECONOMIC DEVELOPMENT FUND (EIN 204322834) - 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

2006

Legal Domicile

Principal Officer

MARIANN JONES

Phone

7156352197

Tax Period

2024-01-01 to 2024-12-31

NORTHWEST WISCONSIN ECONOMIC DEVELOPMENT FUND, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $209K in total revenue in fiscal year 2024. The organization ran a surplus of $104K, a strong 50% operating margin.

Mission

PROMOTE ECONOMIC DEVELOPMENT IN THE COMMUNITIES OF NORTHWEST WISCONSIN

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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 $107,417

Investment Income $93,682

Other Revenue $7,441

TOTAL REVENUE $208,540

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,971

Other Expenses $104,787

TOTAL EXPENSES $104,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,540	$199,284	+0.0%
Expenses	$104,787	$100,260	+0.0%
Net Income	$103,753	$99,024	+0.0%

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

$129,464

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY ALBARADO	DIRECTOR	1.00	Director	$0	$0	$0
JIM CAESAR	DIRECTOR	1.00	Director	$0	$0	$0
JEFF KLAVER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
GERALD PARDUN	DIRECTOR	1.00	Director	$0	$0	$0
MARIANN JONES	FISCAL MANAGER	10.00	Officer	$0	$44,333	$129,464

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	$208,540	$104,787	$4,214,225	$103,753
2023	$199,284	$100,260	$4,103,178	$99,024
2022	$102,739	$46,546	$4,034,651	$56,193
2021	$90,292	$307,242	$3,975,487	$-216,950
2020	$113,152	$126,097	$4,293,431	$-12,945
2019	$171,128	$131,248	$4,319,259	$39,880
2018	$130,891	$97,764	$4,283,080	$33,127

NORTHWEST WISCONSIN ECONOMIC DEVELOPMENT FUND