WISCONSIN POLICY FORUM INC

EIN: 390806182 501(c)(3) Public & Societal Benefit

MILWAUKEE, WI

Total Revenue
$2,152,968
Total Expenses
$1,914,695
Total Assets
$7,688,706
Net Assets
$7,311,159
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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
WI
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.

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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%)

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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

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Governance

Voting Members
12
Independent Members
12
Employees
16
Volunteers
75

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
7
$415,548
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
1
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
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