COMMUNITY PRESCHOOL OF WHITEFISH BAY INC (EIN 391150877) - 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

1971

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY PRESCHOOL OF WHITEFISH BAY INC, founded in 1971, is a small nonprofit that reported $201K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $52K, a strong 26% operating margin.

Mission

EARLY CHILDHOOD EDUCATION.

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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 $45,875

Program Service Revenue $154,918

Investment Income $34

Other Revenue $0

TOTAL REVENUE $200,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,035

Fundraising Expenses $2,037

Program Expenses $146,519

Other Expenses $35,521

TOTAL EXPENSES $148,556

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,827	$172,840	+0.2%
Expenses	$148,556	$147,357	+0.0%
Net Income	$52,271	$25,483	+1.1%

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

N/A

Volunteers

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	Role	Reportable Comp	Other Comp	Total
INGRID DAVIS	TREASURER IN	Officer	$0	$0	$0
JULIE STEWART	TREASURER OUT	Officer	$0	$0	$0
KAELA GHORBANPOOR	SECRETARY	Officer	$0	$0	$0
JOANNE POPALISKY	VP HEALTH	Officer	$0	$0	$0
JENNIFER SCHEELS	PRESIDENT	Officer	$0	$0	$0
BETSY WITTMAN	VP ENROLLMENT	Officer	$0	$0	$0
ASHLEY GREENWAY	VP HEALTH	Officer	$0	$0	$0
LAURA HUCK	MEMBER - OUTREACH	Key Emp	$0	$0	$0
MAGDA PINKUS	MEMBER - FUNDRAISING	Key Emp	$0	$0	$0
AMANDA SAUER	MEMBER - AUCTION CO-CHAIR	Key Emp	$0	$0	$0
KELLY RILEY	MEMBER - SCHEDULING	Key Emp	$0	$0	$0
EMILY FONS KRAUSE	MEMBER - SOCIAL	Key Emp	$0	$0	$0
KATE GRAFT	MEMBER - HOUSING	Key Emp	$0	$0	$0
ELIZABETH DURANT	MEMBER - PROGRAM DIRECTOR	Key Emp	$0	$0	$0
LYNSEY ABRAHAM	MEMBER - AUCTION CO-CHAIR	Key Emp	$0	$0	$0
KATIE WOOD	MEMBER - PUBLICITY	Key Emp	$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	$200,827	$148,556	$230,730	$52,271
2023	$172,840	$147,357	$178,549	$25,483
2022	$226,250	$132,705	$154,853	$93,545

COMMUNITY PRESCHOOL OF WHITEFISH BAY INC