COMMUNITY SHARES OF WISCONSIN INC

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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

1974

Legal Domicile

Principal Officer

CHERI DUBIEL

Phone

6082561066

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY SHARES OF WISCONSIN INC, founded in 1974, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.9M left a modest 4% surplus.

Mission

COMMUNITY SHARES OF WISCONSIN (CSW), TOGETHER WITH ITS DONORS AND APPROXIMATELY 70 MEMBER NONPROFITS, ADDRESSES SOCIAL, ECONOMIC, AND ENVIRONMENTAL PROBLEMS THROUGH GRASSROOTS ACTIVITIES, ADVOCACY, RESEARCH AND PUBLIC EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $1,679,517 Revenue: $78,591

CSW SUPPORTS ITS MEMBER NONPROFITS BY 1) RAISING MONEY FROM INDIVIDUAL DONORS THROUGH A VARIETY OF METHODS INCLUDING WORKPLACE CAMPAIGNS, ANNUAL GIVING DAY, AND ONLINE, 2) EDUCATING THE PUBLIC AND...

CSW SUPPORTS ITS MEMBER NONPROFITS BY 1) RAISING MONEY FROM INDIVIDUAL DONORS THROUGH A VARIETY OF METHODS INCLUDING WORKPLACE CAMPAIGNS, ANNUAL GIVING DAY, AND ONLINE, 2) EDUCATING THE PUBLIC AND RAISING VISIBILITY FOR THE WORK OF ITS MEMBER NONPROFITS THROUGH PRINT AND DIGITAL COMMUNICATIONS, AND 3) PROVIDING TRAINING, INFORMATION AND OTHER TECHNICAL SUPPORT TO INCREASE MEMBER NONPROFITS ORGANIZATIONAL CAPACITY. IN 2024 CSW DISTRIBUTED GRANT PAYMENTS TO ITS MEMBER NONPROFITS AND TWO NON-MEMBER NONPROFITS.

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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 $1,932,029

Program Service Revenue $78,591

Investment Income $9,277

Other Revenue $0

TOTAL REVENUE $2,019,897

Expense Breakdown

Grants Paid $1,054,506

Salaries & Benefits $490,510

Fundraising Expenses $99,052

Program Expenses $1,679,517

Other Expenses $393,826

TOTAL EXPENSES $1,938,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,019,897	$1,840,046	+0.1%
Expenses	$1,938,842	$1,912,540	+0.0%
Net Income	$81,055	$-72,494	-2.1%

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

Volunteers

110

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

$107,119

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VERONICA FIGUEROA VELEZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
JUSTICE CASTANEDA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RICH STORCK	SECRETARY	1.00	Officer Director	$0	$0	$0
BONNIE WATSON	TREASURER	1.00	Officer Director	$0	$0	$0
AARON PERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
ABIGAIL SWETZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ADRIENNE RANNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX SHADE	BOARD MEMBER	1.00	Director	$0	$0	$0
AMBER KOLNER	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY STUHLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGIE TRUDELL VASQUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN BEHRMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE KATZ	BOARD MEMBER	1.00	Director	$0	$0	$0
BALTAZAR DE ANDA SANTANA	BOARD MEMBER	1.00	Director	$0	$0	$0
BECKY SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
BERNARDO HOES	BOARD MEMBER	1.00	Director	$0	$0	$0
BERTA BARILLAS	BOARD MEMBER	1.00	Director	$0	$0	$0
BEVERLY SPEER	BOARD MEMBER	1.00	Director	$0	$0	$0
BRANDI GRAYSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN JUCHEMS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRYNNE MCBRIDE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHAI MOUA	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAIRE SCHAEFER OLEKSIAK	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARE STONER FEHSENFELD	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL LIBBY	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIELLE RISCHALL	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID ARMIAK	BOARD MEMBER	1.00	Director	$0	$0	$0
DEB NEMETH	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA CRONMILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE GARLOW	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE JESS	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY HYDE	BOARD MEMBER	1.00	Director	$0	$0	$0
EVAN ARNOLD	BOARD MEMBER	1.00	Director	$0	$0	$0
GABBY RICHARDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
HECTOR PORTILLO	BOARD MEMBER	1.00	Director	$0	$0	$0
HEDI RUDD	BOARD MEMBER	1.00	Director	$0	$0	$0
HUGH DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
ISABELLA DEVINE	BOARD MEMBER	1.00	Director	$0	$0	$0
JACINDA TESSMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAKE GORGES	BOARD MEMBER	1.00	Director	$0	$0	$0
JARA RIOS RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANNE ERICKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL JACKLITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SHIVERS	BOARD MEMBER	1.00	Director	$0	$0	$0
KARA O'CONNOR	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE DAVEY	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE BEILFUSS	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY HOOK	BOARD MEMBER	1.00	Director	$0	$0	$0
KERRY SCHUMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA OLAH	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY ANGLIM	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW REETZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGIN MCDONELL	BOARD MEMBER	1.00	Director	$0	$0	$0
NATASHA BOUNDS	BOARD MEMBER	1.00	Director	$0	$0	$0
NESTIC MORRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
PARIS FLAGG	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA MCMURTRIE	BOARD MEMBER	1.00	Director	$0	$0	$0
PATTY LOOSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILIP KAUTH	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA MEIER-RAO	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK TVEDT	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN KELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA FINGER WARMUTH	BOARD MEMBER	1.00	Director	$0	$0	$0
SHEILA MILTON	BOARD MEMBER	1.00	Director	$0	$0	$0
STACIA CONNEELY	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE STARKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN JOSHEFF	BOARD MEMBER	1.00	Director	$0	$0	$0
VIRGINIA GITTENS ESCUDERO	BOARD MEMBER	1.00	Director	$0	$0	$0
WILL GREEN	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM PARKE-SUTHERLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERI DUBIEL	EXECUTIVE DIRECTOR	40.00	Officer	$91,412	$15,707	$107,119

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	$2,019,897	$1,938,842	$1,499,889	$81,055
2023	$1,840,046	$1,912,540	$1,423,098	$-72,494
2022	$1,951,834	$2,038,735	$1,629,983	$-86,901
2021	$2,189,902	$2,029,980	$1,549,629	$159,922
2020	$1,972,242	$1,893,784	$1,502,832	$78,458
2019	$1,875,808	$1,786,715	$1,395,635	$89,093
2018	$1,789,167	$1,797,497	$1,294,557	$-8,330