WISCONSIN SOCIETY OF ASSOCIATION EXECUTIVES INC (EIN 391257896) - 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

1977

Legal Domicile

Principal Officer

JENNIFER RZEPKA

Phone

4143889723

Tax Period

2024-01-01 to 2024-12-31

WISCONSIN SOCIETY OF ASSOCIATION EXECUTIVES INC, founded in 1977, is a small nonprofit that reported $212K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

THE MISSION OF THE WISCONSIN SOCIETY OF ASSOCIATION EXECUTIVES (WSAE) IS CREATING MEANINGFUL CONNECTIONS AND ENHANCING COMPETENCIES OF ASSOCIATION PROFESSIONALS.

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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 $0

Program Service Revenue $180,345

Investment Income $3,598

Other Revenue $27,820

TOTAL REVENUE $211,763

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $222,368

TOTAL EXPENSES $222,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$211,763	$238,748	-0.1%
Expenses	$222,368	$227,467	0.0%
Net Income	$-10,605	$11,281	-1.9%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN HILLE	CHAIR	1.00	Officer Director	$0	$0	$0
ELIZABETH SCHLICHT	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
BILL ELLIOT	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
DENISE HUSENICA	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JERRY DESCHANE	PAST PRESIDENT (THRU NOV 2024)	1.00	Officer Director	$0	$0	$0
KIM DIMAGGIO	DIRECTOR	1.00	Director	$0	$0	$0
JODI FISHER	DIRECTOR	1.00	Director	$0	$0	$0
KYLE GEISSLER	DIRECTOR	1.00	Director	$0	$0	$0
SARAH TRUESDALE MOONEY	DIRECTOR	1.00	Director	$0	$0	$0
MARK O'CONNELL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SCHADE	DIRECTOR	1.00	Director	$0	$0	$0
KEOLA SHIMOOKA	DIRECTOR	1.00	Director	$0	$0	$0
JENNIE SOCHA	DIRECTOR (FROM NOV 2024)	1.00	Director	$0	$0	$0
MARISSA LOPEZ	YOUNG PROFESSIONAL DIRECTOR (FROM NOV 2024)	1.00	Director	$0	$0	$0
MIKE DIFRISCO	DIRECTOR (THRU NOV 2024)	1.00	Director	$0	$0	$0
JENNIFER RZEPKA	EXECUTIVE DIRECTOR	7.50	Officer	$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	$211,763	$222,368	$136,335	$-10,605
2023	$238,748	$227,467	$121,551	$11,281
2018	$210,955	$198,561	$227,534	$12,394

WISCONSIN SOCIETY OF ASSOCIATION EXECUTIVES INC