CEDARBURG EDUCATION FOUNDATION INC (EIN 320169407) - 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

Bruce Medd

Phone

4142387227

Tax Period

2025-01-01 to 2025-12-31

CEDARBURG EDUCATION FOUNDATION INC, founded in 2006, is a small nonprofit in the Education sector that reported $300K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $800K represent 32 months of operating reserves.

Mission

The Cedarburg Education Foundation provides a means for schools individuals and businesses to work together to help students achieve their potential by providing financial support through private funding.

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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 (2025)

Revenue Breakdown

Contributions & Grants $188,565

Program Service Revenue $0

Investment Income $111,151

Other Revenue $0

TOTAL REVENUE $299,716

Expense Breakdown

Grants Paid $257,641

Salaries & Benefits $0

Fundraising Expenses $38,514

Program Expenses $257,641

Other Expenses $58,358

TOTAL EXPENSES $315,999

Year-over-Year Comparison

	2025	2024	Change
Revenue	$299,716	$241,987	+0.2%
Expenses	$315,999	$78,900	+3.0%
Net Income	$-16,283	$163,087	-1.1%

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
Michael Barrett	Technology Chair	4.00	Director	$0	$0	$0
Colleen Bailey	Grant Committee	4.00	Director	$0	$0	$0
Alison Bicek	Grant Committee	4.00	Director	$0	$0	$0
Jeff Carron	Member	1.00	Director	$0	$0	$0
Patti Deising	Member	1.00	Director	$0	$0	$0
Lori Emery	Marketing Chair	4.00	Director	$0	$0	$0
Hope Groth	Member	1.00	Director	$0	$0	$0
Tim Harrison	Donor Committee	4.00	Director	$0	$0	$0
Mike Marbach	Grant Committee	4.00	Director	$0	$0	$0
Bruce Medd	Treasurer	4.00	Officer	$0	$0	$0
N/A	Member	1.00	Director	$0	$0	$0
Anne Pagel	Member	1.00	Director	$0	$0	$0
Lee Ramig	Gala Committee	4.00	Director	$0	$0	$0
Dave Stern	Finance Committee	4.00	Director	$0	$0	$0
Mandy Swanson	Gala Chairperson	4.00	Director	$0	$0	$0
Christina Wegner	President	4.00	Officer	$0	$0	$0
Kristen Wojahn	Gala Committee	4.00	Director	$0	$0	$0
Katie Worzalla	Grant Committee	4.00	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	$299,716	$315,999	$1,018,534	$-16,283
2024	$241,987	$78,900	$1,057,080	$163,087
2023	$173,431	$130,096	$803,039	$43,335
2023	$309,982	$119,472	$881,792	$190,510
2022	$57,432	$66,973	$676,267	$-9,541
2021	$205,332	$85,109	$673,607	$120,223

CEDARBURG EDUCATION FOUNDATION INC