LITERACY SERVICES OF WISCONSIN INC (EIN 391091203) - 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

1965

Legal Domicile

Principal Officer

HOLLY MCCOY

Phone

4143445878

Tax Period

2024-07-01 to 2025-06-30

LITERACY SERVICES OF WISCONSIN INC, founded in 1965, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2024. The organization ran a surplus of $539K, a strong 19% operating margin.

Mission

LITERACY SERVICES OF WISCONSIN PARTNERS WITH MOTIVATED ADULTS TO PROVIDE ACCESS TO QUALITY BASIC EDUCATION AND SKILLS TRAINING SO THEY CAN IMPROVE THEIR LIVES, ENRICH THEIR FAMILIES, AND STRENGTHEN OUR COMMUNITY.

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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 $2,791,156

Program Service Revenue $1,033

Investment Income $115,262

Other Revenue $-46,787

TOTAL REVENUE $2,860,664

Expense Breakdown

Grants Paid $15,718

Salaries & Benefits $1,688,648

Fundraising Expenses $207,169

Program Expenses $1,918,111

Other Expenses $617,179

TOTAL EXPENSES $2,321,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,860,664	$2,658,681	+0.1%
Expenses	$2,321,545	$2,002,148	+0.2%
Net Income	$539,119	$656,533	-0.2%

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

341

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

$139,108

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNY LITTMANN	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
COLIN HUTT	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTOPHER HABJAN	TREASURER	2.00	Officer Director	$0	$0	$0
REBECCA GRIES	SECRETARY	2.00	Officer Director	$0	$0	$0
ANTHONY BOWERS	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
DANIEL LAFRENZ	TREASURER (THRU DEC 2024)	2.00	Officer Director	$0	$0	$0
KERRY LEET	SECRETARY (THRU DEC 2024)	2.00	Officer Director	$0	$0	$0
GIL CUBIA	DIRECTOR	1.00	Director	$0	$0	$0
DR DAMIRA GRADY	DIRECTOR	1.00	Director	$0	$0	$0
TANYA HOLLER MUENCH	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KNOELLER	DIRECTOR	1.00	Director	$0	$0	$0
CATHY KRESNAK	DIRECTOR	1.00	Director	$0	$0	$0
ANDY LE DUC	DIRECTOR	1.00	Director	$0	$0	$0
MIKAL WESLEY	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA WILCOX	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA HERNANDEZ	DIRECTOR (FROM DEC 2024)	1.00	Director	$0	$0	$0
KATIE MERTZ	DIRECTOR (THRU DEC 2024)	1.00	Director	$0	$0	$0
DAVID PRITCHARD	DIRECTOR (THRU DEC 2024)	1.00	Director	$0	$0	$0
HOLLY MCCOY	EXECUTIVE DIRECTOR	40.00	Officer	$129,847	$9,261	$139,108

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	$2,860,664	$2,321,545	$5,205,572	$539,119
2024	$2,658,681	$2,002,148	$2,566,744	$656,533
2023	$1,817,175	$1,856,065	$1,933,710	$-38,890
2022	$1,904,380	$1,648,100	$1,468,251	$256,280
2021	$1,688,411	$1,569,689	$1,589,896	$118,722
2020	$1,253,064	$1,460,072	$1,264,029	$-207,008
2019	$1,382,011	$1,319,835	$1,245,114	$62,176

LITERACY SERVICES OF WISCONSIN INC