WESTERN DAIRYLAND ECONOMIC OPPORTU… - Form 990 Financial Data

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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

1966

Legal Domicile

Principal Officer

ANNA CARDARELLA

Phone

7159852391

Tax Period

2024-01-01 to 2024-12-31

WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL INC, founded in 1966, is a mid-sized nonprofit in the Community Improvement sector that reported $20.7M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $19.7M left a modest 5% surplus.

Mission

WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL, INC. WAS ESTABLISHED IN 1966, UNDER THE ECONOMIC OPPORTUNITY ACT TO HELP DISADVANTAGED INDIVIDUALS IN BUFFALO, EAU CLAIRE, JACKSON, AND TREMPEALEAU COUNTIES LOCATED IN WEST CENTRAL WISCONSIN. THE AGENCY'S MISSION IS TO ALLEVIATE POVERTY RELATED CONDITIONS AND PROVIDE OPPORTUNITIES WHICH ENABLE PEOPLE TO ADVANCE ECONOMICALLY AND SOCIALLY.THE AGENCY WORKS WITH INDIVIDUALS AS WELL AS COMMUNITY ORGANIZATIONS TO IMPROVE THE QUALITY OF LIFE FOR ALL. THE AGENCY IS GOVERNED BY A 24 MEMBER BOARD OF DIRECTORS REPRESENTING A CROSS SECTION OF THE COMMUNITY. EIGHT MEMBERS ARE LOCAL ELECTED OFFICIALS, EIGHT ARE REPRESENTATIVES OF THE LOW-INCOME POPULATION, AND EIGHT ARE REPRESENTATIVES OF COMMUNITY GROUPS AND ORGANIZATIONS.COMMUNITY ACTION CHANGES PEOPLE'S LIVES, EMBODIES THE SPIRIT OF HOPE, IMPROVES COMMUNITIES, AND MAKES AMERICA A BETTER PLACE TO LIVE. WE CARE ABOUT THE ENTIRE COMMUNITY, AND WE ARE DEDICATED TO HELPING PEOPLE HELP THEMSELVES AND EACH

Program Service Accomplishments

Program 1

Expenses: $7,806,656 Revenue: $127,525

CHILD EDUCATION PROGRAMS - PROVIDE PRE-SCHOOL EDUCATION AND PARENTING SKILLS TO LOW-INCOME FAMILIES THROUGH HEAD START. PROMOTE DEVELOPMENT OF HIGH QUALITY, AFFORDABLE CHILD CARE SERVICES. TOTAL OF 538 HEAD START CHILDREN AND 3,8988 PARENTS/FAMILIES, CHILDREN AND CHILD CARE PROVIDERS ASSISTED.

Program 2

Expenses: $5,238,847 Revenue: $190,000

HOUSING/WEATHERIZATION PROGRAMS - PERFORM A VARIETY OF ENERGY CONSERVATION MEASURES TO IMPROVE ENERGY EFFICIENCY AND RESOLVE HEALTH AND SAFETY ISSUES IN LOW-INCOME HOUSING. 177 HOMES RECEIVED...

HOUSING/WEATHERIZATION PROGRAMS - PERFORM A VARIETY OF ENERGY CONSERVATION MEASURES TO IMPROVE ENERGY EFFICIENCY AND RESOLVE HEALTH AND SAFETY ISSUES IN LOW-INCOME HOUSING. 177 HOMES RECEIVED WEATHERIZATION ENERGY CONSERVATION AND REHABILITATION. 3700 APPLICATIONS COMPLETED FOR ENERGY TO ASSIST HOMEOWNERS WITH THEIR ENERGY COSTS BASED ON SIZE OF HOME, NUMBER IN HOME AND INCOME. 404 HOUSEHOLDS ASSISTED WITH EMERGENCY FURNACE ASSISTANCE AND WATER CONSERVATION ISSUES.

Program 3

Expenses: $1,891,715 Revenue: $0

FOOD PROGRAMS -PROVIDE SUBSIDIES TO CHILD CARE PROVIDERS FOR MEALS SERVED TO LOW-INCOME CHILDREN IN THEIR CARE AND THE DISTRIBUTION OF GOVERNMENT COMMODITIES TO FOOD PANTRIES SERVING LOW-INCOME...

FOOD PROGRAMS -PROVIDE SUBSIDIES TO CHILD CARE PROVIDERS FOR MEALS SERVED TO LOW-INCOME CHILDREN IN THEIR CARE AND THE DISTRIBUTION OF GOVERNMENT COMMODITIES TO FOOD PANTRIES SERVING LOW-INCOME FAMILIES. TOTAL OF 445,332 MEALS CLAIMED FOR REIMBURSEMENT WERE PROCESSED FOR PROVIDERS AND 9,707 HOUSEHOLDS RECEIVED GOODS THROUGH THE FOOD PANTRIES. IN ADDITION THE WEEKEND FOOD FOR KIDS PROGRAM DISTRIBUTED 2,174 POUNDS OF FOOD AND 2,100 VOUCHERS REDEEMABLE FOR 4,256 POUNDS OF FOOD. THE EAGLE'S NEST FOOD PANTRY DISTRIBUTED 2,268 POUNDS OF FOOD AND 445 SNACKS.

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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 $20,205,862

Program Service Revenue $317,525

Investment Income $75,485

Other Revenue $56,503

TOTAL REVENUE $20,655,375

Expense Breakdown

Grants Paid $4,348,356

Salaries & Benefits $10,301,979

Fundraising Expenses $40,712

Program Expenses $18,968,900

Other Expenses $5,037,278

TOTAL EXPENSES $19,687,613

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,655,375	$18,332,590	+0.1%
Expenses	$19,687,613	$17,907,852	+0.1%
Net Income	$967,762	$424,738	+1.3%

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

221

Volunteers

215

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

$261,562

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD SCHAUMBERG	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEANNE NUTTER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CRAIG THOMPSON	TREASURER	2.00	Officer Director	$0	$0	$0
MICHELLE GREENDEER-RAVE	SECRETARY	2.00	Officer Director	$0	$0	$0
BILL BAXA	DIRECTOR	2.00	Director	$0	$0	$0
DARY BOE	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS BORK	DIRECTOR (THRU APRIL 24')	2.00	Director	$0	$0	$0
KELLY CHRISTIANSON	DIRECTOR	2.00	Director	$0	$0	$0
JENNY EBERT	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE GUNTHER	DIRECTOR	2.00	Director	$0	$0	$0
GENTRY JESSE	DIRECTOR	2.00	Director	$0	$0	$0
SHEILA KERSTEN	DIRECTOR	2.00	Director	$0	$0	$0
KRISTY KREIBICH	DIRECTOR	2.00	Director	$0	$0	$0
TOM MARUM	DIRECTOR (THRU MARCH 24')	2.00	Director	$0	$0	$0
MARY ANNE MCMILLAN-URELL	DIRECTOR (THRU APRIL 24')	2.00	Director	$0	$0	$0
THERESA OLSON	DIRECTOR	2.00	Director	$0	$0	$0
LOU ANNE ROBY	DIRECTOR	2.00	Director	$0	$0	$0
DWIGHT RUFF	DIRECTOR	2.00	Director	$0	$0	$0
PAUL SAVIDES	DIRECTOR	2.00	Director	$0	$0	$0
NICK SMIAR	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES SMITH	DIRECTOR	2.00	Director	$0	$0	$0
ALTON STAFF	DIRECTOR (THRU APRIL 24')	2.00	Director	$0	$0	$0
BRIDGETTE TURNER	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS VUE	DIRECTOR	2.00	Director	$0	$0	$0
JIM ZIEGEWELD	DIRECTOR (THRU MAY 24')	2.00	Director	$0	$0	$0
ANNA CARDARELLA	CHIEF EXECUTIVE OFFICER	40.00	Officer	$141,440	$8,879	$150,319
MARIE PEHLER GERNES	CHIEF FINANCIAL OFFICER	40.00	Officer	$104,434	$6,809	$111,243
THANH BUI-DUQUETTE	DIRECTOR OF HEAD START	40.00	Highest	$105,122	$6,798	$111,920

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	$20,655,375	$19,687,613	$15,555,336	$967,762
2023	$18,332,590	$17,907,852	$14,163,834	$424,738
2022	$18,239,883	$17,860,882	$14,240,722	$379,001
2021	$17,670,947	$17,209,272	$9,371,395	$461,675
2020	$16,092,657	$15,841,267	$9,081,107	$251,390
2019	$14,571,118	$14,187,152	$7,394,651	$383,966
2018	$12,968,057	$12,827,759	$6,783,167	$140,298

WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL INC