Epilepsy Foundation of Wisconsin Inc (EIN 391370658) - 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

1980

Legal Domicile

Principal Officer

Steve Lipton

Phone

6086651848

Tax Period

2024-07-01 to 2025-06-30

Epilepsy Foundation of Wisconsin Inc, founded in 1980, is a small nonprofit in the Diseases & Disorders sector that reported $269K in total revenue in fiscal year 2024. Expenses of $244K left a modest 9% surplus.

Mission

TO IMPROVE THE LIVES OF PEOPLES AFFECTED BY EPILEPSY AND THEIR FAMILIES THROUGH EDUCATION, ADVOCACY, RESEARCH, AND CONNECTION ACROSS WISCONSIN.

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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 $274,651

Program Service Revenue $0

Investment Income $5,519

Other Revenue $-11,598

TOTAL REVENUE $268,572

Expense Breakdown

Grants Paid $3,500

Salaries & Benefits $118,761

Fundraising Expenses $57,000

Program Expenses $135,260

Other Expenses $121,843

TOTAL EXPENSES $244,104

Year-over-Year Comparison

	2024	2023	Change
Revenue	$268,572	$267,012	+0.0%
Expenses	$244,104	$236,913	+0.0%
Net Income	$24,468	$30,099	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristin Dostal	Executive Director	20.00		$39,680	$0	$39,680
Rachael Koval	President	1.00	Officer Director	$0	$0	$0
Steve Lipton	Treasurer	1.00	Officer Director	$0	$0	$0
Deron Kling	Secretary	1.00	Officer Director	$0	$0	$0
Devon Moloney	Director	1.00	Director	$0	$0	$0
Jami Thorton	Director	1.00	Director	$0	$0	$0
Barry Gidal	Director	1.00	Director	$0	$0	$0
Maralena Taube PharmD	Director	1.00	Director	$0	$0	$0
Sarah Carlson	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
2025	$268,572	$244,104	$285,093	$24,468
2024	$267,012	$236,913	$247,173	$30,099
2023	$219,754	$238,447	$199,935	$-18,693
2022	$248,355	$222,131	$174,590	$26,224
2021	$202,970	$225,623	$167,277	$-22,653
2019	$311,186	$366,966	$137,842	$-55,780
2018	$399,090	$358,424	$206,194	$40,666

Epilepsy Foundation of Wisconsin Inc