Wisconsin Funeral Directors Association Inc (EIN 390713192) - 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

1943

Legal Domicile

Principal Officer

James Klemmer

Phone

6082561757

Tax Period

2024-01-01 to 2024-12-31

Wisconsin Funeral Directors Association Inc, founded in 1943, is a small nonprofit that reported $386K in total revenue in fiscal year 2024. Expenses of $369K left a modest 4% surplus.

Mission

The Wisconsin Funeral Directors Association represents and supports funeral service professionals licensed in Wisconsin through continuing education, networking, advocacy, and promoting the high professional standards of its members in providing meaningful funeral services to families they serve.

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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 $5,567

Program Service Revenue $352,652

Investment Income $27,828

Other Revenue $0

TOTAL REVENUE $386,047

Expense Breakdown

Grants Paid $9,200

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $360,224

TOTAL EXPENSES $369,424

Year-over-Year Comparison

	2024	2023	Change
Revenue	$386,047	$402,162	0.0%
Expenses	$369,424	$398,734	-0.1%
Net Income	$16,623	$3,428	+3.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Klemmer	President	5.00	Officer Director	$0	$0	$0
Joel Walters	President-Elect	5.00	Officer Director	$0	$0	$0
Fawn Schaefer	Vice President	5.00	Officer Director	$0	$0	$0
Nick Ficken	Secretary/Treasurer	5.00	Officer Director	$0	$0	$0
Matthew Myrhum	Immediate Past President	5.00	Officer Director	$0	$0	$0
Jacob Simonson	Director	1.00	Director	$0	$0	$0
Michael E Horan	Director	1.00	Director	$0	$0	$0
Bob Karrmann	Director	1.00	Director	$0	$0	$0
Joseph Eernisse	Director	1.00	Director	$0	$0	$0
Jessica Schalk	Director	1.00	Director	$0	$0	$0
Tim Bratley	Director	1.00	Director	$0	$0	$0
Jeff Thielen	Director	1.00	Director	$0	$0	$0
Nick Miller	Director	1.00	Director	$0	$0	$0
Eric Daniels	Director	1.00	Director	$0	$0	$0
Tiffany Bielenberg Kramer	Director	1.00	Director	$0	$0	$0
Jeff Scanhofer	Director	1.00	Director	$0	$0	$0
Kelli Trudeau	Director	1.00	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	$386,047	$369,424	$520,474	$16,623
2023	$402,162	$398,734	$503,761	$3,428
2022	$314,208	$313,095	$481,461	$1,113
2021	$143,681	$163,954	$449,210	$-20,273
2021	$306,490	$232,000	$517,474	$74,490
2020	$265,270	$230,497	$451,216	$34,773
2019	$306,602	$262,815	$424,802	$43,787
2018	$311,516	$252,093	$409,762	$59,423

Wisconsin Funeral Directors Association Inc