EAU CLAIRE PUBLIC SCHOOLS FOUNDATION (EIN 261877961) - 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

2008

Legal Domicile

Principal Officer

KELLY CHRISTIANSON

Phone

7154974862

Tax Period

2024-01-01 to 2024-12-31

EAU CLAIRE PUBLIC SCHOOLS FOUNDATION, founded in 2008, is a small nonprofit in the Education sector that reported $609K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $532K left a modest 13% surplus.

Mission

THE FOUNDATION IS AN INDEPENDENT NONPROFIT FOUNDATION DEDICATED TO PROMOTING LEARNING OPPORTUNITIES FOR STUDENTS BY: FOSTERING SUPPORTIVE RELATIONSHIPS WITH THE SCHOOL DISTRICT, ITS ALUMNI AND THE COMMUNITY; RAISING FUNDS TO PROVIDE LEARNING OPPORTUNITIES FOR STUDENTS, TEACHERS, AND STAFF; AWARDING GRANTS FOR INNOVATIVE PROJECTS.

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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 $482,166

Program Service Revenue $0

Investment Income $105,839

Other Revenue $21,207

TOTAL REVENUE $609,212

Expense Breakdown

Grants Paid $296,864

Salaries & Benefits $84,662

Fundraising Expenses $16,718

Program Expenses $409,016

Other Expenses $150,027

TOTAL EXPENSES $531,553

Year-over-Year Comparison

	2024	2023	Change
Revenue	$609,212	$774,055	-0.2%
Expenses	$531,553	$519,290	+0.0%
Net Income	$77,659	$254,765	-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

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

$46,308

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANELLE PATENAUDE	TRUSTEE	1.00	Director	$0	$0	$0
CAITLIN SUGINAKA	TRUSTEE	1.00	Director	$0	$0	$0
LAURA MARTHALER	TRUSTEE	1.00	Director	$0	$0	$0
KIM HAGEN	TRUSTEE	1.00	Director	$0	$0	$0
LAURA HOOKUM	TRUSTEE	1.00	Director	$0	$0	$0
BROOK BERG	TRUSTEE	1.00	Director	$0	$0	$0
JOELLEN BURKE	TRUSTEE	1.00	Director	$0	$0	$0
PATTI IVERSON	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER MCHUGH	TRUSTEE (THRU 7/24)	1.00	Director	$0	$0	$0
KRISTEN NORGAARD	TRUSTEE	1.00	Director	$0	$0	$0
BROOK HARTMAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL STRUBEL	TRUSTEE	1.00	Director	$0	$0	$0
DEREK PRESTIN	TRUSTEE	1.00	Director	$0	$0	$0
JULIA DIGGINS	TRUSTEE	1.00	Director	$0	$0	$0
BRAD JUHLKE	TREASURER	1.00	Officer Director	$0	$0	$0
DR CARMEN MANNING	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
WAYNE WILLE	CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTIAN PHELPS	TRUSTEE	1.00	Director	$0	$0	$0
TODD JOHNSON	EXECUTIVE DIRECTOR (THRU 7/24)	0.00	Officer	$30,160	$0	$30,160
KELLY CHRISTIANSON	EXECUTIVE DIRECTOR (BEGAN 7/24)	0.00	Officer	$16,148	$0	$16,148

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	$609,212	$531,553	$4,545,807	$77,659
2023	$774,055	$519,290	$4,220,806	$254,765
2022	$723,373	$339,011	$3,593,897	$384,362
2021	$847,052	$433,762	$3,704,365	$413,290
2020	$810,607	$339,218	$3,092,855	$471,389
2019	$797,375	$255,094	$2,484,744	$542,281
2018	$620,084	$238,437	$1,792,288	$381,647

EAU CLAIRE PUBLIC SCHOOLS FOUNDATION