WISCONSIN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS' EDUCATIONAL FOUNDATIONINC (EIN 237109897) - 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

1959

Legal Domicile

Principal Officer

TAMMY HOFSTEDE

Phone

2627850445

Tax Period

2024-05-01 to 2025-04-30

WISCONSIN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS' EDUCATIONAL FOUNDATIONINC, founded in 1959, is a small nonprofit in the Education sector that reported $146K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $171K exceeded revenue, resulting in a 17% operating deficit.

Mission

TO PLAY A PIVOTAL ROLE IN SUPPORTING PROGRAMS TO IMPROVE AWARENESS AND PERCEPTIONS BY EDUCATING STUDENTS AND EDUCATORS ABOUT THE EXCITING OPPORTUNITIES AVAILABLE TO ACCOUNTING PROFESSIONALS.

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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 $46,598

Program Service Revenue $0

Investment Income $86,944

Other Revenue $12,416

TOTAL REVENUE $145,958

Expense Breakdown

Grants Paid $82,086

Salaries & Benefits $0

Fundraising Expenses $976

Program Expenses $146,573

Other Expenses $89,381

TOTAL EXPENSES $171,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,958	$160,252	-0.1%
Expenses	$171,467	$143,902	+0.2%
Net Income	$-25,509	$16,350	-2.6%

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
PAUL FRANTZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF DEWANE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MARK BICHLER	DIRECTOR	1.00	Director	$0	$0	$0
JANET EGAN	DIRECTOR	1.00	Director	$0	$0	$0
JON GAINES	DIRECTOR	1.00	Director	$0	$0	$0
KALE POST	DIRECTOR	1.00	Director	$0	$0	$0
BRET PRIAULX	DIRECTOR	1.00	Director	$0	$0	$0
GINA SKIBO	DIRECTOR	1.00	Director	$0	$0	$0
ALLYSON HOFSTEDE	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA THAYER	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY HOFSTEDE	STAFF LIAISON	2.00	Highest	$0	$32,555	$322,451

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	$145,958	$171,467	$2,302,911	$-25,509
2024	$160,252	$143,902	$2,282,287	$16,350
2023	$107,137	$141,338	$2,059,955	$-34,201
2022	$264,144	$128,107	$2,152,390	$136,037
2021	$278,504	$102,001	$2,354,944	$176,503
2020	$166,381	$175,124	$1,841,539	$-8,743
2019	$227,074	$200,656	$1,898,612	$26,418

WISCONSIN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS' EDUCATIONAL FOUNDATIONINC