WISCONSIN EDUCATION ASSOCIATION INC (EIN 390712860) - 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

1855

Legal Domicile

Principal Officer

ROBERT BAXTER

Phone

6082767711

Tax Period

2024-09-01 to 2025-08-31

WISCONSIN EDUCATION ASSOCIATION INC, founded in 1855, is a small nonprofit that reported $487K in total revenue in fiscal year 2024. Expenses of $460K left a modest 5% surplus.

Mission

HOLD TITLE TO PROPERTY OF WISCONSIN EDUCATION ASSOCIATION COUNCIL.

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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 $472,039

Investment Income $14,760

Other Revenue $0

TOTAL REVENUE $486,799

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,270

Fundraising Expenses $0

Other Expenses $393,769

TOTAL EXPENSES $460,039

Year-over-Year Comparison

	2024	2023	Change
Revenue	$486,799	$481,029	+0.0%
Expenses	$460,039	$479,037	0.0%
Net Income	$26,760	$1,992	+12.4%

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

N/A

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

$941,975

Total Directors

$941,975

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BAXTER	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$93,524	$285,401
PEGGY WIRTZ-OLSEN	PRESIDENT	1.00	Officer Director	$0	$67,226	$247,757
KIM SCHROEDER	VICE PRESIDENT	1.00	Officer Director	$0	$51,232	$188,426
NATHAN UGORETZ	SECRETARY-TREASURER	1.00	Officer Director	$0	$57,458	$220,391

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	$486,799	$460,039	$2,843,943	$26,760
2024	$481,029	$479,037	$2,827,967	$1,992
2023	$473,502	$537,845	$2,847,156	$-64,343
2022	$456,379	$547,347	$2,949,488	$-90,968
2021	$446,813	$500,937	$3,068,368	$-54,124
2020	$435,428	$521,390	$3,145,175	$-85,962
2019	$453,697	$503,847	$3,270,323	$-50,150
2018	$395,292	$501,688	$3,376,504	$-106,396

WISCONSIN EDUCATION ASSOCIATION INC