WCTC FOUNDATION INC (EIN 391325835) - 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

ROBYN LUDTKE

Phone

2626915202

Tax Period

2023-07-01 to 2024-06-30

WCTC FOUNDATION INC, founded in 1977, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $1.8M exceeded revenue, resulting in a 23% operating deficit.

Mission

WCTC FOUNDATION INC. IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO SECURE CHARITABLE RESOURCES HELPING THE STUDENTS OF WAUKESHA COUNTY TECHNICAL COLLEGE ACHIEVE THEIR EDUCATIONAL GOALS.

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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 $1,162,323

Program Service Revenue $0

Investment Income $283,395

Other Revenue $0

TOTAL REVENUE $1,445,718

Expense Breakdown

Grants Paid $1,484,169

Salaries & Benefits $179,027

Fundraising Expenses $0

Program Expenses $1,484,169

Other Expenses $112,161

TOTAL EXPENSES $1,775,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,445,718	$1,181,604	+0.2%
Expenses	$1,775,357	$944,626	+0.9%
Net Income	$-329,639	$236,978	-2.4%

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

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

$130,724

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDY MCGEE	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
TAMMY MCCORMACK	VICE CHAIRPERSON	0.50	Officer Director	$0	$0	$0
MARY MANNING	TREASURER	0.50	Officer Director	$0	$0	$0
DAN NOLDE	MEMBER	0.50	Officer Director	$0	$0	$0
PEGGY BEALHEN	MEMBER	0.50	Director	$0	$0	$0
ANITA RODRIGUEZ CORDERO	MEMBER	0.50	Director	$0	$0	$0
NICK DILLON	MEMBER	0.50	Director	$0	$0	$0
MICHAEL HOSTAD	MEMBER	0.50	Director	$0	$0	$0
PHILIP KUBOW	SECRETARY	0.50	Director	$0	$0	$0
JAN LENNON	MEMBER	0.50	Director	$0	$0	$0
MANUEL SANTOS	MEMBER	0.50	Director	$0	$0	$0
DAN WOLFGRAM	MEMBER	0.50	Director	$0	$0	$0
ROBYN LUDTKE	EXECUTIVE DIRECTOR	40.00	Officer	$9,933	$0	$9,933
ELLEN PHILLIPS	FOUNDATION PRESIDENT UNTIL 4/15/24	40.00	Officer	$112,923	$7,868	$120,791

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	No data	No data	No data	No data
2024	$1,445,718	$1,775,357	$8,929,078	$-329,639
2023	$1,181,604	$944,626	$8,746,267	$236,978
2022	$1,760,804	$1,020,309	$8,323,756	$740,495
2021	$2,844,099	$1,197,053	$8,998,700	$1,647,046
2020	$366,005	$1,411,064	$6,564,836	$-1,045,059

WCTC FOUNDATION INC