NICOLET NATIONAL FOUNDATION INC

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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

2007

Legal Domicile

Principal Officer

ERIC WITCZAK

Phone

9204301400

Tax Period

2024-01-01 to 2024-12-31

NICOLET NATIONAL FOUNDATION INC, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $732K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $393K, a strong 54% operating margin.

Mission

CHARITABLE PURPOSES UNDER SECTION 501(C)(3).

Program Service Accomplishments

Program 1

Expenses: $330,188

NICOLET NATIONAL FOUNDATION, INC. IS FORMED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE.

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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 $700,027

Program Service Revenue $0

Investment Income $101,365

Other Revenue $-69,619

TOTAL REVENUE $731,773

Expense Breakdown

Grants Paid $330,188

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $330,188

Other Expenses $8,751

TOTAL EXPENSES $338,939

Year-over-Year Comparison

	2024	2023	Change
Revenue	$731,773	$601,881	+0.2%
Expenses	$338,939	$316,482	+0.1%
Net Income	$392,834	$285,399	+0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS DIMMER	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
KATY KARCZ	TREASURER	0.10	Officer Director	$0	$0	$0
LIZ LEHMAN	SECRETARY	0.10	Officer Director	$0	$0	$0
BRIAN HADDOCK	DIRECTOR	0.10	Director	$0	$0	$0
ERICA SHEFCHIK LEFT JULY 2024	DIRECTOR	0.10	Director	$0	$0	$0
PJ MADSON	DIRECTOR	0.10	Director	$0	$0	$0
KRISTY MANEY	DIRECTOR	0.10	Director	$0	$0	$0
LYNN CAELWAERTS	DIRECTOR	0.10	Director	$0	$0	$0
ERIC WITCZAK	PRESIDENT	0.10	Officer Director	$0	$0	$0
TONY BETLEY	DIRECTOR	0.10	Director	$0	$0	$0
CINDY KOHNHORST	DIRECTOR	0.10	Director	$0	$0	$0
STEVE CROSS	DIRECTOR	0.10	Director	$0	$0	$0
BORIS MARTYSZ	DIRECTOR	0.10	Director	$0	$0	$0
CHRIS BOLAND	DIRECTOR	0.10	Director	$0	$0	$0
JEFF GAHNZ START JULY 2024	DIRECTOR	0.10	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	$731,773	$338,939	$2,505,619	$392,834
2023	$601,881	$316,482	$2,047,498	$285,399
2022	$375,006	$605,476	$1,770,327	$-230,470
2021	$485,424	$347,964	$1,923,817	$137,460
2020	$284,579	$309,396	$1,447,342	$-24,817
2019	$361,914	$321,253	$1,464,787	$40,661