ENVISION GREATER FOND DU LAC INC (EIN 390284470) - 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

1912

Legal Domicile

Principal Officer

SADIE VANDER VELDE

Phone

9209219500

Tax Period

2024-01-01 to 2024-12-31

ENVISION GREATER FOND DU LAC INC, founded in 1912, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.5M left a modest 6% surplus.

Mission

BUSINESS ASSOCIATION TO SERVE THE INTERESTS OF THE GREATER FOND DU LAC, WISCONSIN AREA

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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 $941,821

Program Service Revenue $321,608

Investment Income $12,757

Other Revenue $333,885

TOTAL REVENUE $1,610,071

Expense Breakdown

Grants Paid $1,620

Salaries & Benefits $929,561

Fundraising Expenses $0

Other Expenses $581,492

TOTAL EXPENSES $1,512,673

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,610,071	$1,636,407	0.0%
Expenses	$1,512,673	$1,646,395	-0.1%
Net Income	$97,398	$-9,988	-10.8%

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

150

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

$133,001

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VANDER VELDE SAIDE	PRESIDENT/CEO	50.00	Officer	$126,682	$6,319	$133,001
SCHLIEVE KATHY	DIRECTOR	0.30	Director	$0	$0	$0
DOYLE RICH	DIRECTOR	0.30	Director	$0	$0	$0
LIDDICOAT JEFF	DIRECTOR	0.30	Director	$0	$0	$0
SMITH CJ	DIRECTOR	0.30	Director	$0	$0	$0
SMITH SHANE	DIRECTOR	0.30	Director	$0	$0	$0
STRAND HEIDI	DIRECTOR	0.30	Director	$0	$0	$0
COLLETT AMY	DIRECTOR	0.30	Director	$0	$0	$0
FLEIG JEFF	DIRECTOR	0.30	Director	$0	$0	$0
GILBERTSON THOR	DIRECTOR	0.30	Director	$0	$0	$0
GRINSTEAD KATIE	DIRECTOR	0.30	Director	$0	$0	$0
HINTZ CYNDI	DIRECTOR	0.30	Director	$0	$0	$0
KAUFMAN SAM	DIRECTOR	0.30	Director	$0	$0	$0
LEB MICHAEL	DIRECTOR	0.30	Director	$0	$0	$0
LOWE LISA	DIRECTOR	0.30	Director	$0	$0	$0
MOLITOR CRAIG	DIRECTOR	0.30	Director	$0	$0	$0
MOORE JOSEPH	DIRECTOR	0.30	Director	$0	$0	$0
MUHLBAUER SARA	DIRECTOR	0.30	Director	$0	$0	$0
O'BRIEN JEFF	DIRECTOR	0.30	Director	$0	$0	$0
BAERWALD BONNIE	CHAIR	0.30	Officer Director	$0	$0	$0
EBBENS KRISTA	VICE CHAIR	0.30	Officer Director	$0	$0	$0
VERGOS KATHERINE	PAST CHAIR	0.30	Officer Director	$0	$0	$0
BENZINGER BOB	SECRETARY	0.30	Officer Director	$0	$0	$0
WINGET ANDY	TREASURER	0.30	Officer 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
2024	$1,610,071	$1,512,673	$1,821,307	$97,398
2023	$1,636,407	$1,646,395	$1,747,334	$-9,988
2022	$1,663,840	$1,514,660	$1,864,805	$149,180
2021	$1,647,232	$1,336,130	$1,876,745	$311,102
2020	$1,269,458	$1,156,651	$1,613,054	$112,807
2019	$1,170,186	$1,230,591	$1,394,139	$-60,405
2018	$1,296,974	$1,446,763	$2,043,142	$-149,789

ENVISION GREATER FOND DU LAC INC