SUN PRAIRIE EDUCATION FOUNDATION INC

EIN: 371495162 501(c)(3) Education

Sun Prairie, WI

Total Revenue
$336,778
Total Expenses
$189,311
Total Assets
$2,742,783
Net Assets
$2,697,432
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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
WI
Principal Officer
John Halvorson
Phone
6084713921
Tax Period
2023-07-01 to 2024-06-30

SUN PRAIRIE EDUCATION FOUNDATION INC, founded in 2004, is a small nonprofit in the Education sector that reported $337K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $147K, a strong 44% operating margin.

Mission

The Sun Prairie Education Foundation, Inc. enhances extraordinary educational opportunities throughout the Sun Prairie Area School District by acquiring and distributing resources.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $83,412
Program Service Revenue $0
Investment Income $63,057
Other Revenue $190,309
TOTAL REVENUE $336,778

Expense Breakdown

Grants Paid $154,986
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $173,752
Other Expenses $34,325
TOTAL EXPENSES $189,311

Year-over-Year Comparison

2023 2022 Change
Revenue $336,778 $511,273 -0.3%
Expenses $189,311 $133,797 +0.4%
Net Income $147,467 $377,476 -0.6%
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

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Governance

Voting Members
21
Independent Members
21
Employees
N/A
Volunteers
24

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
3
$0
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Tom Hebl trustee 1
Director
$0 $0 $0
Chris Cox Trustee 1
Director
$0 $0 $0
Lisa Wilkins Trustee 1
Director
$0 $0 $0
Latoya Holiday trustee 1
Director
$0 $0 $0
Lorie Candelmo Trustee 1
Director
$0 $0 $0
Andrea Hansen trustee 1
Director
$0 $0 $0
Chris Franks trustee 1
Director
$0 $0 $0
Jenn Mahoney Wagner trustee 1
Director
$0 $0 $0
Savannah Pederson trustee 1
Director
$0 $0 $0
Rebecca Ketelsen trustee 1
Director
$0 $0 $0
Patti Lux trustee 1
Director
$0 $0 $0
Pete Simon trustee 1
Director
$0 $0 $0
Jeff Tubbs trustee 1
Director
$0 $0 $0
Terry Twedell trustee 1
Director
$0 $0 $0
Katie Boos trustee 1
Director
$0 $0 $0
Brad Saron trustee 1
Director
$0 $0 $0
Betsy Butler Trustee 1
Director
$0 $0 $0
Jim Grenzow trustee 1
Director
$0 $0 $0
Carol Albright Trustee 1
Director
$0 $0 $0
Adam Bougie Trustee 1
Director
$0 $0 $0
John Sheehan Vice President 1
Director
$0 $0 $0
John Halvorson Treasurer 5
Officer
$0 $0 $0
Chris Swenson President 5
Officer
$0 $0 $0
Donna Weisensel Secretary 1
Officer
$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 $336,778 $189,311 $2,742,783 $147,467
2023 $511,273 $133,797 $2,601,217 $377,476
2022 $818,654 $127,713 $2,172,489 $690,941
2021 $37,200 $52,771 $1,822,828 $-15,571
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