Coalition of Wisconsin Aging Groups (EIN 391333172) - 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

Rob Gundermann

Phone

6082158987

Tax Period

2024-01-01 to 2024-12-31

Coalition of Wisconsin Aging Groups, founded in 1977, is a small nonprofit in the Social Science sector that reported $286K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

CWAG IS A NONPROFIT, NONPARTISAN, STATEWIDE ORGANIZATION, WITH A MISSION TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR PEOPLE OF ALL AGES THROUGH INTERGENERATIONAL UNDERSTANDING AND LEADERSHIP DEVEOPMENT, PUBLIC EDUCATION, AND LEGAL AND LEGISLATIVE ADVOCACY, AND PUBLIC POLICY DEVELOPMENT.

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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 $286,466

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $286,466

Expense Breakdown

Grants Paid $0

Salaries & Benefits $243,677

Fundraising Expenses $13,525

Program Expenses $244,246

Other Expenses $51,018

TOTAL EXPENSES $294,695

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,466	$327,103	-0.1%
Expenses	$294,695	$367,759	-0.2%
Net Income	$-8,229	$-40,656	-0.8%

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

$103,149

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rob Gundermann	President	40.00	Officer	$95,666	$7,483	$103,149
Sara Buscher	Chairman	1.00	Officer Director	$0	$0	$0
Diane Smith	Vice President	1.00	Officer Director	$0	$0	$0
Lorraine Randal	Secretary	1.00	Officer Director	$0	$0	$0
Joan Christopherson Schmidt	Trustee	1.00	Director	$0	$0	$0
Nino Amato	Director	1.00	Director	$0	$0	$0
Deb Constien	Director	1.00	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
2024	$286,466	$294,695	$105,192	$-8,229
2023	$327,103	$367,759	$89,378	$-40,656
2022	$395,847	$334,778	$161,635	$61,069
2021	$399,648	$384,125	$116,753	$15,523
2020	$314,688	$310,892	$78,910	$3,796

Coalition of Wisconsin Aging Groups