ST COLETTA OF WISCONSIN INC (EIN 390816855) - 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

1913

Legal Domicile

Principal Officer

ROBIN BAKER

Phone

9206744330

Tax Period

2024-07-01 to 2025-06-30

ST COLETTA OF WISCONSIN INC, founded in 1913, is a mid-sized nonprofit in the Education sector that reported $30.4M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $27.5M left a modest 9% surplus.

Mission

WE SUPPORT PERSONS WITH DIVERSE & UNIQUE ABILITIES TO ACHIEVE THEIR BEST LIFE POSSIBLE.

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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 $5,381,056

Program Service Revenue $23,312,071

Investment Income $109,794

Other Revenue $1,616,508

TOTAL REVENUE $30,419,429

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,209,317

Fundraising Expenses $475,406

Program Expenses $24,359,145

Other Expenses $5,321,580

TOTAL EXPENSES $27,530,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,419,429	$25,398,481	+0.2%
Expenses	$27,530,897	$25,156,404	+0.1%
Net Income	$2,888,532	$242,077	+10.9%

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

564

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

$326,127

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS NASH	CO CHAIR	1.00	Officer Director	$0	$0	$0
DR CONSTANTINE STAMATELAKYS	CO CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN LANSER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
GRACIELA CHELA COLIN-DEALCA	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH CHIP DOERING III	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS JAUCH	DIRECTOR	1.00	Director	$0	$0	$0
KELLI JONES	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT KERN	DIRECTOR	1.00	Director	$0	$0	$0
SISTER JULIANNE KOCH OSF	DIRECTOR	1.00	Director	$0	$0	$0
MARLA MICHAELIS	DIRECTOR	1.00	Director	$0	$0	$0
T ROWAND ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT ROSS	DIRECTOR	1.00	Director	$0	$0	$0
SISTER JOANNE SCHATZLEIN OSF	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
SHARON THYNE	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN BAKER	PRESIDENT/CEO	40.00	Officer	$188,675	$5,898	$194,573
JENNIFER STOLLENWERK	CONTROLLER	40.00	Officer	$127,214	$4,340	$131,554
NICOLE STYLES	SR. DIR. ADMISSIONS & CASE MGMT	40.00	Highest	$133,221	$15,758	$148,979
TIFFANY HALL CLAY	RESIDENTAL AREA MANAGER	40.00	Highest	$113,558	$661	$114,219
TIMOTHY BRAND	DIRECTOR OF IT	40.00	Highest	$111,706	$23,713	$135,419
MOLLIE MUELLER	RESIDENTIAL MANAGER	40.00	Highest	$100,139	$23,119	$123,258

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	$30,419,429	$27,530,897	$27,678,717	$2,888,532
2024	$25,398,481	$25,156,404	$26,275,063	$242,077
2023	$24,972,520	$23,184,305	$26,014,713	$1,788,215
2022	$20,338,471	$22,679,496	$22,544,522	$-2,341,025
2021	$23,598,937	$20,698,662	$24,735,176	$2,900,275
2021	$23,598,937	$20,717,847	$24,735,175	$2,881,090
2020	$19,715,046	$19,925,494	$24,376,393	$-210,448
2019	$16,070,849	$19,457,348	$22,030,802	$-3,386,499
2018	$18,322,210	$19,174,030	$26,824,182	$-851,820

ST COLETTA OF WISCONSIN INC