Waunakee Community Foundation Inc (EIN 352232375) - 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

2004

Legal Domicile

Principal Officer

Kevin Laffey

Phone

6082558000

Tax Period

2019-01-01 to 2019-12-31

Waunakee Community Foundation Inc, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $336K in total revenue in fiscal year 2019. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 335% operating deficit.

Mission

The Mission of the Waunakee Community Foundation is the enrichment of the Waunakee community.

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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 (2019)

Revenue Breakdown

Contributions & Grants $300,859

Program Service Revenue $0

Investment Income $0

Other Revenue $35,541

TOTAL REVENUE $336,400

Expense Breakdown

Grants Paid $1,458,475

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,458,475

Other Expenses $3,537

TOTAL EXPENSES $1,462,012

Year-over-Year Comparison

	2019	2018	Change
Revenue	$336,400	$564,483	-0.4%
Expenses	$1,462,012	$59,382	+23.6%
Net Income	$-1,125,612	$505,101	-3.2%

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

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
Kevin Laffey	President	1.00	Officer Director	$0	$0	$0
Steve Krause	Vice President	1.00	Officer Director	$0	$0	$0
Brian Grabarski	Secretary	1.00	Officer Director	$0	$0	$0
Alan Langeteig	Treasurer	1.00	Officer Director	$0	$0	$0
Philip Simon	Director	1.00	Director	$0	$0	$0
Christine Smith	Director	1.00	Director	$0	$0	$0
Karen Greiber	Director	1.00	Director	$0	$0	$0
Ken Ballweg	Director	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
2019	$336,400	$1,462,012	$250,888	$-1,125,612
2018	$564,483	$59,382	$1,376,500	$505,101

Waunakee Community Foundation Inc