EASTER SEALS WISCONSIN INC (EIN 390824877) - 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

1926

Legal Domicile

Principal Officer

PAUL LEVERENZ

Phone

6082778288

Tax Period

2024-09-01 to 2025-08-31

EASTER SEALS WISCONSIN INC, founded in 1926, is a community nonprofit in the Health Care sector that reported $4.2M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $3.9M left a modest 7% surplus.

Mission

PROGRAMMING FOR CHILDREN AND ADULTS WITH DISABILITIES AND THEIR FAMILIES/CAREGIVERS.

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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 $2,120,877

Program Service Revenue $1,640,023

Investment Income $297,421

Other Revenue $106,607

TOTAL REVENUE $4,164,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,366,434

Fundraising Expenses $312,380

Program Expenses $3,411,787

Other Expenses $1,524,944

TOTAL EXPENSES $3,891,378

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,164,928	$3,285,426	+0.3%
Expenses	$3,891,378	$3,763,856	+0.0%
Net Income	$273,550	$-478,430	-1.6%

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

150

Volunteers

950

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

$315,104

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT LEMIRE	CHAIR	1.00	Officer Director	$0	$0	$0
SARA SCHOENBORN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ZACH MORLEY	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL KARCH	SECRETARY	1.00	Officer Director	$0	$0	$0
TARA CLACK BELL	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON BUELL	DIRECTOR	1.00	Director	$0	$0	$0
ANDY CROOKS	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT DEITZ	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA ELLENBECKER	DIRECTOR	1.00	Director	$0	$0	$0
KYLE JEFFERSON	DIRECTOR	1.00	Director	$0	$0	$0
ALAN KALTENBERG	DIRECTOR	1.00	Director	$0	$0	$0
JASON KLAWONN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY KLEIST	DIRECTOR	1.00	Director	$0	$0	$0
JEFF LYON	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY SAARI	DIRECTOR	1.00	Director	$0	$0	$0
ELYSE SMITHBACK	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE STERKEN	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA IVERS	CFO	30.00	Officer	$97,675	$14,846	$112,521
PAUL LEVERENZ	PRESIDENT/CEO	40.00	Officer	$187,781	$14,802	$202,583

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	$4,164,928	$3,891,378	$10,118,613	$273,550
2024	$3,285,426	$3,763,856	$9,699,654	$-478,430
2023	$2,902,418	$3,440,373	$9,528,294	$-537,955
2022	$2,818,739	$3,191,061	$9,792,435	$-372,322
2021	$3,380,948	$2,320,262	$11,162,092	$1,060,686
2020	$1,762,072	$2,859,650	$10,132,149	$-1,097,578
2019	$3,439,059	$3,626,703	$10,408,178	$-187,644
2018	$3,622,753	$3,713,752	$11,055,087	$-90,999

EASTER SEALS WISCONSIN INC