WILLIAM F VILAS TRUST ESTATE (EIN 390678406) - 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

1961

Legal Domicile

Principal Officer

ROBERT R STROUD

Phone

6088352000

Tax Period

2024-04-01 to 2025-03-31

WILLIAM F VILAS TRUST ESTATE, founded in 1961, is a community nonprofit that reported $8.7M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $1.6M, a strong 18% operating margin.

Mission

SUPPORT FOR FACULTY, STUDENTS AND ARTS AT THE UNIVERSITY OF WISCONSIN UW-MADISON AND UW-MILWAUKEE.

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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 $0

Program Service Revenue $0

Investment Income $8,747,937

Other Revenue $0

TOTAL REVENUE $8,747,937

Expense Breakdown

Grants Paid $6,542,602

Salaries & Benefits $86,919

Fundraising Expenses $0

Program Expenses $6,542,602

Other Expenses $562,056

TOTAL EXPENSES $7,191,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,747,937	$10,020,110	-0.1%
Expenses	$7,191,577	$6,651,621	+0.1%
Net Income	$1,556,360	$3,368,489	-0.5%

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

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

$14,600

Total Directors

$25,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE E AUSTIN	CHAIRMAN	2.00	Officer Director	$3,600	$0	$3,600
SUSAN R STEINGASS	TRUSTEE	2.00	Director	$3,600	$0	$3,600
MARK D BUGHER	TRUSTEE	2.00	Director	$300	$0	$300
JUDITH E KIMBLE	TRUSTEE	2.00	Director	$3,600	$0	$3,600
DARRELL BEHNKE	TRUSTEE	2.00	Director	$3,600	$0	$3,600
JO E HANDELSMAN	TRUSTEE	2.00	Director	$3,600	$0	$3,600
MARCIA M ANDERSON	TRUSTEE	2.00	Director	$3,600	$0	$3,600
AARON OLIVER	TRUSTEE	2.00	Director	$3,600	$0	$3,600
ROBERT R STROUD	SECRETARY	2.00	Officer	$11,000	$0	$11,000

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	$8,747,937	$7,191,577	$135,625,226	$1,556,360
2024	$10,020,110	$6,651,621	$136,408,328	$3,368,489
2023	$8,985,265	$9,704,855	$133,039,839	$-719,590
2022	$14,905,447	$11,481,248	$133,759,429	$3,424,199
2021	$8,655,567	$5,827,819	$130,335,230	$2,827,748
2020	$3,017,559	$7,346,170	$127,507,482	$-4,328,611
2019	$6,954,781	$8,284,706	$131,836,093	$-1,329,925

WILLIAM F VILAS TRUST ESTATE