Wisconsin Society of Architects Inc dba AIA Wisconsin (EIN 390919117) - 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

1911

Legal Domicile

Principal Officer

Robert Wheat

Phone

6082578477

Tax Period

2023-01-01 to 2023-12-31

Wisconsin Society of Architects Inc dba AIA Wisconsin, founded in 1911, is a small nonprofit in the Community Improvement sector that reported $807K in total revenue in fiscal year 2023.

Mission

Professional association of architects and allied design professionals that provides continuing education and professional development programs, contract documents, member recognition and public awareness.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $776,746

Investment Income $29,859

Other Revenue $0

TOTAL REVENUE $806,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $490,164

Fundraising Expenses $0

Other Expenses $376,758

TOTAL EXPENSES $866,922

Year-over-Year Comparison

	2023	2022	Change
Revenue	$806,605	$819,967	0.0%
Expenses	$866,922	$740,154	+0.2%
Net Income	$-60,317	$79,813	-1.8%

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

Volunteers

200

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
Lisa Kennedy	Executive Director	40.00		$157,900	$27,312	$185,212
Jim Olson	Director	0.00	Director	$0	$0	$0
Steve Holzhauer	Director	0.00	Director	$0	$0	$0
Nolman Davis	Director	0.00	Director	$0	$0	$0
Aaron Johnson	Director	0.00	Director	$0	$0	$0
Robert Wheat	President	0.00	Officer	$0	$0	$0
Jason Raiten	Treasurer	0.00	Officer	$0	$0	$0
Kate Edwards	Vice President	0.00	Officer	$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	No data	No data	No data	No data
2023	$806,605	$866,922	$1,837,446	$-60,317
2022	$819,967	$740,154	$1,551,774	$79,813
2021	$790,735	$716,977	$1,122,424	$73,758
2020	$441,112	$628,851	$1,198,010	$-187,739
2019	$741,844	$724,930	$1,349,743	$16,914
2018	$722,306	$704,372	$1,311,188	$17,934

Wisconsin Society of Architects Inc dba AIA Wisconsin