WISCONSIN POLICY FORUM INC

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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

1932

Legal Domicile

Principal Officer

JASON STEIN

Phone

4142768240

Tax Period

2024-01-01 to 2024-12-31

WISCONSIN POLICY FORUM INC, founded in 1932, is a community nonprofit in the Public & Societal Benefit sector that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 11% surplus.

Mission

WE CONDUCT IMPARTIAL PUBLIC POLICY RESEARCH AND ANALYSIS TO DRIVE INFORMED DEBATE AND EFFECTIVE DECISION-MAKING IN THE STATE OF WISCONSIN.

Program Service Accomplishments

Program 1

Expenses: $1,362,309 Revenue: $446,779

AS WISCONSIN'S MOST RESPECTED NONPARTISAN POLICY RESEARCH ORGANIZATION, WE AIM TO IMPROVE THE QUALITY OF GOVERNMENT DECISION-MAKING IN WISCONSIN. WE BRING TO LIGHT NEW KNOWLEDGE ON ISSUES IMPORTANT TO STATE GOVERNMENT, LOCAL GOVERNMENT, SCHOOLS, METRO MILWAUKEE, AND WISCONSIN'S ECONOMY. WE PROVIDE IMPARTIAL DATA AND ANALYSIS THAT WILL ALLOWGOVERNMENT LEADERS AND THE PUBLIC TO CONSIDER ALL SIDES OF CRITICAL POLICY ISSUES. WE CREATE AN EFFECTIVE, VISIBLE PLATFORM TO EDUCATE AND INFORM POLICY MAKERS, CIVIC AND BUSINESS LEADERS, THE MEDIA, AND OTHERS.IN 2024, THE WISCONSIN POLICY FORUM PUBLISHED 54 REPORTS COVERING A MIX OF BOTH LOCAL AND STATEWIDE POLICY ISSUES. WE ALSO HELD A TOTAL OF NINE IN-PERSON AND VIRTUAL EVENTS IN 2024, THE HIGHLIGHT BEING OUR SALUTE TO LOCAL GOVENRMENT, WHICH ENJOYED NEAR-RECORD ATTENDANCE OF OVER 460 PEOPLE.

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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 $1,162,519

Program Service Revenue $446,779

Investment Income $543,172

Other Revenue $498

TOTAL REVENUE $2,152,968

Expense Breakdown

Grants Paid $45,900

Salaries & Benefits $1,437,792

Fundraising Expenses $174,546

Program Expenses $1,362,309

Other Expenses $431,003

TOTAL EXPENSES $1,914,695

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,152,968	$1,577,838	+0.4%
Expenses	$1,914,695	$1,735,941	+0.1%
Net Income	$238,273	$-158,103	-2.5%

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

$415,548

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH MUNSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JENNIFER BOGNAR ZIERER	VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARK CZARNECKI	VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
DEBORAH TOMCZYK	SECRETARY	1.00	Officer Director	$0	$0	$0
BRADLEY VIEGUT	TREASURER	1.00	Officer Director	$0	$0	$0
LEIGH RILEY	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
PAUL PAPROCKI	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
GRADY CROSBY	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
JAMES ARCHAMBO	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
HELEN GURHOLT	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
SUSAN CALLANAN	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
ADAM RASCHKA	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
ROBERT HENKEN	IMMEDIATE PAST PRESIDENT	40.00	Officer	$179,841	$41,013	$220,854
JASON STEIN	PRESIDENT	40.00	Officer	$176,582	$18,112	$194,694
ELIZABETH CIZINSKY	DIRECTOR OF BUSINESS & COMMUNITY OPERATIONS	40.00	Highest	$102,640	$5,104	$107,744

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	$2,152,968	$1,914,695	$7,688,706	$238,273
2023	$1,577,838	$1,735,941	$7,199,769	$-158,103
2022	$1,445,545	$1,678,319	$6,797,801	$-232,774
2021	$1,834,304	$1,515,429	$8,085,862	$318,875
2020	$1,659,915	$1,454,375	$7,429,948	$205,540
2019	$1,654,019	$1,606,298	$6,590,575	$47,721