WAUKESHA COUNTY BUSINESS ALLIANCE INC (EIN 390689805) - 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

1919

Legal Domicile

Principal Officer

AMANDA PAYNE

Phone

2625424249

Tax Period

2024-07-01 to 2025-06-30

WAUKESHA COUNTY BUSINESS ALLIANCE INC, founded in 1919, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Expenses of $1.8M left a modest 4% surplus.

Mission

TO DRIVE ECONOMIC GROWTH IN WAUKESHA COUNTY BY ADVOCACY, DEVELOPMENT, ENGAGE AND GROW.

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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 $592,999

Program Service Revenue $1,095,436

Investment Income $41,595

Other Revenue $171,563

TOTAL REVENUE $1,901,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,194,997

Fundraising Expenses $0

Other Expenses $624,905

TOTAL EXPENSES $1,819,902

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,901,593	$1,776,584	+0.1%
Expenses	$1,819,902	$1,721,192	+0.1%
Net Income	$81,691	$55,392	+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

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

$378,370

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK ANDRITSCH	CHAIR	1.00	Officer Director	$0	$0	$0
CHUCK PALMER	CHAIR ELECT, LEGAL COUNSEL	1.00	Officer Director	$0	$0	$0
MATT MORONEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BETSY BEAR HOFF	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK SOBCZAK	PAST CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL GRYCZKA	TREASURER	1.00	Officer Director	$0	$0	$0
KATE BREWER	DIRECTOR	1.00	Director	$0	$0	$0
ROB DILLON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW GUTIERREZ	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY HAWKIINS	DIRECTOR	1.00	Director	$0	$0	$0
TIM HEARDEN	DIRECTOR	1.00	Director	$0	$0	$0
ANDY HESSELBACH	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA HOLAPPA	DIRECTOR	1.00	Director	$0	$0	$0
TODD HOYTINK	DIRECTOR	1.00	Director	$0	$0	$0
GUILLAUME LAUR	DIRECTOR	1.00	Director	$0	$0	$0
LORI LORENZ	DIRECTOR	1.00	Director	$0	$0	$0
TONY MALLINGER	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER NELSON	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN PAULSON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE RIESCH-KNAPP	DIRECTOR	1.00	Director	$0	$0	$0
KIP RITCHIE	DIRECTOR	1.00	Director	$0	$0	$0
VICTOR SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
TIM STEWART	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN TZANOUKAKIS	DIRECTOR	1.00	Director	$0	$0	$0
KUSUM VERMA	DIRECTOR	1.00	Director	$0	$0	$0
MIKE VEUM	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN WARD	DIRECTOR	1.00	Director	$0	$0	$0
JIM ZAISER	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE KELLEY THRU 063024	PRESIDENT & CEO	40.00	Officer	$119,414	$5,917	$125,331
AMANDA PAYNE AS OF 070124	PRESIDENT & CEO	40.00	Officer	$82,500	$5,775	$88,275
SUSAN PEDERSEN	SVP FINANCE & OPERATIONS	40.00	Officer	$155,035	$9,729	$164,764

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	$1,901,593	$1,819,902	$2,189,670	$81,691
2024	$1,776,584	$1,721,192	$1,973,944	$55,392
2023	$1,559,807	$1,518,883	$1,821,433	$40,924
2022	$1,591,111	$1,449,379	$1,706,696	$141,732
2021	$1,304,074	$1,138,411	$1,863,539	$165,663
2020	$1,546,260	$1,406,774	$1,258,402	$139,486
2019	$1,572,097	$1,549,284	$1,223,475	$22,813

WAUKESHA COUNTY BUSINESS ALLIANCE INC