NORTHEAST WISCONSIN TECHNICAL COLLEGE EDUCATION FOUNDATION INC (EIN 237069405) - 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

1970

Legal Domicile

Principal Officer

TANESSA KLUG

Phone

9204985541

Tax Period

2023-07-01 to 2024-06-30

NORTHEAST WISCONSIN TECHNICAL COLLEGE EDUCATION FOUNDATION INC, founded in 1970, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.0M, a strong 33% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT TO THE COLLEGE & ITS STUDENTS THROUGH SCHOLARSHIPS & OTHER FINANCIAL NEEDS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,677,898

Program Service Revenue $0

Investment Income $379,434

Other Revenue $11,050

TOTAL REVENUE $3,068,382

Expense Breakdown

Grants Paid $1,954,902

Salaries & Benefits $0

Fundraising Expenses $599

Program Expenses $1,954,902

Other Expenses $95,537

TOTAL EXPENSES $2,050,439

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,068,382	$2,767,690	+0.1%
Expenses	$2,050,439	$1,517,486	+0.4%
Net Income	$1,017,943	$1,250,204	-0.2%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

150

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

$110,285

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRYSTAL HARRISON	DIRECTOR	40.00	Officer	$110,285	$0	$110,285
TANESSA KLUG	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOE LANGER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN VERBANAC	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
DUSTIN DELSMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY FULWILER	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM HINZ	BOARD MEMBER	1.00	Director	$0	$0	$0
NIKKI KIMBROUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
CARL KUEHNE	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA LEMKUHL	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN LIN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE MARSHALL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MURPHY	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNI OLIVER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK PETERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY PETERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL RAUSCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
BARB STREUBEL	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2024	$3,068,382	$2,050,439	$10,036,633	$1,017,943
2023	$2,767,690	$1,517,486	$8,420,530	$1,250,204
2022	$2,182,856	$2,316,141	$6,646,938	$-133,285
2021	$1,668,303	$1,254,436	$7,940,901	$413,867
2020	$1,451,608	$1,203,940	$6,140,660	$247,668
2019	$1,625,002	$1,219,333	$5,854,144	$405,669

NORTHEAST WISCONSIN TECHNICAL COLLEGE EDUCATION FOUNDATION INC