MUNICIPAL TREASURERS ASSOCIATION O… - Form 990 Financial Data

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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

1987

Legal Domicile

Principal Officer

CINDY HEGGLUND

Phone

7154168024

Tax Period

2022-05-01 to 2023-04-30

MUNICIPAL TREASURERS ASSOCIATION OF WISCONSIN INC, founded in 1987, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $80K in total revenue in fiscal year 2022.

Mission

TO PROMOTE THE PROFESSION OF MUNICIPAL TREASURERS IN THE STATE OF WI BY PROVIDING QUALITY EDUCATION, CONTINUAL PROFESSIONAL DEVELOPMENT, MUTUAL SUPPORT, PROFESSIONAL RECOGNITION, AND TO SUPPORT PROFESSIONAL CONDUCT AND INTEGRITY WITHIN THE FIELD OF MUNICIPAL FINANCE.

Program Service Accomplishments

Program 1

Expenses: $59,324 Revenue: $36,070

TO ADVANCE THE PROFESSIONAL INTERESTS OF MEMBERS AND THE MUNICIPALITIES IN WISCONSIN THEY REPRESENT VIA CONFERENCES.

Program 2

Expenses: $2,100 Revenue: $2,496

TO PROVIDE SCHOLARSHIPS TO UNIVERSITY OF WISCONSIN - GREEN BAY AND MUNICIPAL TREASURERS ASSOCIATION OF WI CONFERENCES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $41,336

Program Service Revenue $38,041

Investment Income $54

Other Revenue $525

TOTAL REVENUE $79,956

Expense Breakdown

Grants Paid $7,218

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,424

Other Expenses $74,066

TOTAL EXPENSES $81,284

Year-over-Year Comparison

	2022	2021	Change
Revenue	$79,956	$80,826	0.0%
Expenses	$81,284	$44,503	+0.8%
Net Income	$-1,328	$36,323	-1.0%

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
LINDA KUHLMAN	PRESIDENT	0.50	Officer Director	$0	$0	$0
KATHY MORSE	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
KERRY BENNETT	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
BARB HENDRICKS	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
MYRA PIERGROSSI	TREASURER	5.00	Officer Director	$0	$0	$0
JENNIFER BECKER	DEPUTY TREASURER	1.00	Officer Director	$0	$0	$0
AMY BARNES	SECRETARY	0.50	Officer Director	$0	$0	$0
CINDY HEGGLUND	EXECUTIVE DIRECTOR	12.00	Officer Director	$0	$0	$0
VAL CLARIZO	DIRECTOR AT LARGE	0.50	Director	$0	$0	$0
BEV LANGENBACK	DIRECTOR AT LARGE	0.50	Director	$0	$0	$0
JULIA MANN	DIRECTOR AT LARGE	0.50	Director	$0	$0	$0
SANDRA BLOECHL	DISTRICT DIRECTOR	0.50	Director	$0	$0	$0
WENDY BUE	DISTRICT DIRECTOR	0.50	Director	$0	$0	$0
VICKI FITZGERALS	DISTRICT DIRECTOR	0.50	Director	$0	$0	$0
JULIE KESSLER	DISTRICT DIRECTOR	0.50	Director	$0	$0	$0
JIM KLABOR	DISTRICT DIRECTOR	0.50	Director	$0	$0	$0
KELLY MEYER	DISTRICT DIRECTOR	0.50	Director	$0	$0	$0
TINA NELSON	DISTRICT DIRECTOR	0.50	Director	$0	$0	$0
ANN PETERSON	DISTRICT DIRECTOR	0.50	Director	$0	$0	$0
LUANN RADY	DISTRICT DIRECTOR	0.50	Director	$0	$0	$0
TASHA RASS	DISTRICT DIRECTOR	0.50	Director	$0	$0	$0
SINDY SCHWENN	DISTRICT DIRECTOR	0.50	Director	$0	$0	$0
JEANNA VOEGEL	DISTRICT DIRECTOR	0.50	Director	$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
2023	$79,956	$81,284	$96,879	$-1,328
2022	$80,826	$44,503	$98,238	$36,323
2021	$49,661	$38,207	$61,865	$11,454
2020	$47,863	$72,249	$51,818	$-24,386
2019	$79,841	$100,747	$76,204	$-20,906
2018	$93,255	$71,434	$97,110	$21,821

MUNICIPAL TREASURERS ASSOCIATION OF WISCONSIN INC