CITIZEN ACTION OF WISCONSIN INC (EIN 391424314) - 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

1982

Legal Domicile

Principal Officer

ROBERT KRAIG

Phone

4143225324

Tax Period

2024-01-01 to 2024-12-31

CITIZEN ACTION OF WISCONSIN INC, founded in 1982, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $455K, a strong 22% operating margin.

Mission

CITIZEN ACTION OF WISCONSIN - AN ISSUE-FOCUSED COALITION OF INDIVIDUALS AND ORGANIZATIONS COMMITTED TO ACHIEVING SOCIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE

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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 $959,506

Program Service Revenue $1,048,426

Investment Income $42,740

Other Revenue $12,666

TOTAL REVENUE $2,063,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,247,234

Fundraising Expenses $131,534

Program Expenses $1,016,071

Other Expenses $361,101

TOTAL EXPENSES $1,608,335

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,063,338	$1,360,821	+0.5%
Expenses	$1,608,335	$1,572,145	+0.0%
Net Income	$455,003	$-211,324	-3.2%

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

315

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

$229,575

Total Directors

$866

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CANDICE OWLEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS LARSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANITA JOHNSON	SECRETARY	1.00	Officer Director	$866	$0	$866
STEVEN SHEA	DIRECTOR	1.00	Director	$0	$0	$0
JOANNA BAUTCH	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN GUNDLACH	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE LUCAS	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINA SANDHERR	DIRECTOR	1.00	Director	$0	$0	$0
SANDY PASCH	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE RAETHER	DIRECTOR	1.00	Director	$0	$0	$0
LAWANDA CHAMBERS	DIRECTOR	1.00	Director	$0	$0	$0
BRAD SCHWANDA	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN WEBB	DIRECTOR	1.00	Director	$0	$0	$0
WYATT MOLLING	DIRECTOR	1.00	Director	$0	$0	$0
DR RITA SIMON	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN UGORETZ	DIRECTOR	1.00	Director	$0	$0	$0
KATE FELTON	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA SCHWARZ	DIRECTOR	1.00	Director	$0	$0	$0
DAVE WEINGARD	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN WOOLDRIDGE	DIRECTOR OF OPERATIONS	40.00	Officer	$76,836	$30,719	$107,555
ROBERT KRAIG	EXECUTIVE DIRECTOR	40.00	Officer	$101,769	$19,385	$121,154

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	$2,063,338	$1,608,335	$2,693,215	$455,003
2023	$1,360,821	$1,572,145	$2,276,670	$-211,324
2022	$1,764,294	$1,795,345	$2,582,769	$-31,051
2021	$2,074,896	$1,778,504	$2,387,312	$296,392
2020	$3,295,522	$2,345,921	$2,081,531	$949,601
2019	$1,328,945	$1,223,065	$1,112,111	$105,880
2018	$1,021,624	$990,221	$997,162	$31,403

CITIZEN ACTION OF WISCONSIN INC