COULEECAP INC (EIN 391077614) - 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

1966

Legal Domicile

Principal Officer

HETTI BROWN

Phone

6087824877

Tax Period

2023-01-01 to 2023-12-31

COULEECAP INC, founded in 1966, is a mid-sized nonprofit in the Mutual Benefit sector that reported $12.0M in total revenue in fiscal year 2023. Expenses of $10.4M left a modest 13% surplus.

Mission

COULEECAP FIGHTS POVERTY AND PROMOTES SELF-SUFFICIENCY FOR PEOPLE. WE IDENTIFY NEEDS, MOBILIZE RESOURCES, AND PROVIDE QUALITY SERVICES TO PEOPLE AND COMMUNITIES IN FOUR COUNTIES OF WESTERN WISCONSIN: CRAWFORD, LACROSSE, MONROE, AND VERNON.

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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 $10,995,199

Program Service Revenue $686,204

Investment Income $16,851

Other Revenue $270,269

TOTAL REVENUE $11,968,523

Expense Breakdown

Grants Paid $4,618,170

Salaries & Benefits $4,414,607

Fundraising Expenses $63,201

Program Expenses $9,734,527

Other Expenses $1,366,626

TOTAL EXPENSES $10,399,403

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,968,523	$11,543,793	+0.0%
Expenses	$10,399,403	$9,343,925	+0.1%
Net Income	$1,569,120	$2,199,868	-0.3%

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

Volunteers

120

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

$274,258

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE KRUCK	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MAUREEN FREEDLAND	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
KAREN JOOS	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHELE ENGH	TREASURER	2.00	Officer Director	$0	$0	$0
NIDIA ALCANTAR	DIRECTOR	2.00	Director	$0	$0	$0
KRISTINA BECHTEL	DIRECTOR (THRU 02/23)	2.00	Director	$0	$0	$0
BILL BROCKMILLER	DIRECTOR	2.00	Director	$0	$0	$0
RANDALL BROWN	DIRECTOR	2.00	Director	$0	$0	$0
THERESA BURNS-GILBERT	DIRECTOR	2.00	Director	$0	$0	$0
OWEN DUCHARME	DIRECTOR	2.00	Director	$0	$0	$0
DAVID EGGEN	DIRECTOR	2.00	Director	$0	$0	$0
MARK FORSYTHE	DIRECTOR	2.00	Director	$0	$0	$0
MARI FREIBERG	DIRECTOR	2.00	Director	$0	$0	$0
KIM HAWTHORNE	DIRECTOR	2.00	Director	$0	$0	$0
MONICA KRUSE	DIRECTOR	2.00	Director	$0	$0	$0
GAIL MULLER	DIRECTOR	2.00	Director	$0	$0	$0
ANASTASIA PENCHI	DIRECTOR	2.00	Director	$0	$0	$0
JEFF PRALLE	DIRECTOR	2.00	Director	$0	$0	$0
LARRY QUAMME	DIRECTOR	2.00	Director	$0	$0	$0
ARLETTE RODRIGUEZ-MILLER	DIRECTOR	2.00	Director	$0	$0	$0
MARY VON RUDEN	DIRECTOR	2.00	Director	$0	$0	$0
BILL RUDY	DIRECTOR (THRU 04/23)	2.00	Director	$0	$0	$0
RENEE SALMON	DIRECTOR	2.00	Director	$0	$0	$0
ROGER SLAMA	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE WANDERS	DIRECTOR	2.00	Director	$0	$0	$0
SAM XIONG	DIRECTOR	2.00	Director	$0	$0	$0
HETTI BROWN	EXECUTIVE DIRECTOR	40.00	Officer	$143,038	$8,898	$151,936
AMY FELBER	CHIEF FINANCIAL OFFICER	40.00	Officer	$91,234	$31,088	$122,322

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	$11,968,523	$10,399,403	$20,195,404	$1,569,120
2022	$11,543,793	$9,343,925	$16,717,902	$2,199,868
2021	$8,423,609	$8,149,205	$14,488,580	$274,404
2020	$10,330,359	$9,515,022	$15,093,750	$815,337
2019	$8,073,402	$7,917,857	$14,595,770	$155,545
2018	$6,930,641	$6,504,714	$14,001,561	$425,927

COULEECAP INC