NORTH CENTRAL WISCONSIN WORKFORCE … - 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

1984

Legal Domicile

Principal Officer

Brian Kalish

Phone

7152041640

Tax Period

2023-07-01 to 2024-06-30

NORTH CENTRAL WISCONSIN WORKFORCE DEVELOPMENT BOARD, founded in 1984, is a community nonprofit in the Employment sector that reported $2.9M in total revenue in fiscal year 2023.

Mission

NCWWDB leads, innovates, and supports the development and retention of a skilled workforce.

Program Service Accomplishments

Program 1

Expenses: $2,595,953 Revenue: $2,850,290

Services include providing training and education funding as well as support and case management services to eligible participants during the fiscal year which ended on June 30, 2024

Program 2

Expenses: $8,933 Revenue: $2,475

Job Fairs and 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 (2023)

Revenue Breakdown

Contributions & Grants $2,835,348

Program Service Revenue $7,524

Investment Income $9,893

Other Revenue $0

TOTAL REVENUE $2,852,765

Expense Breakdown

Grants Paid $2,011,514

Salaries & Benefits $647,304

Fundraising Expenses $0

Program Expenses $2,604,886

Other Expenses $190,660

TOTAL EXPENSES $2,849,478

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,852,765	$2,690,583	+0.1%
Expenses	$2,849,478	$2,689,764	+0.1%
Net Income	$3,287	$819	+3.0%

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

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

$126,656

Total Directors

$350

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jane Spencer	Executive Director	50	Officer	$106,510	$19,996	$126,506
Ron Zimmerman	Vice Chairman	5	Officer Director	$150	$0	$150
Ron Karl	Director	1	Director	$100	$0	$100
Tim Norlin	Director	1	Director	$50	$0	$50
Angela Close	Director	1	Director	$50	$0	$50
Paula Erickson	Director	1	Director	$0	$0	$0
Thad Brockman	Director	1	Director	$0	$0	$0
Al Chaney	Chairman	5	Officer Director	$0	$0	$0
David Eckmann	Director	1	Director	$0	$0	$0
Paul Herold	Director	1	Director	$0	$0	$0
Joe Kinsella	Chairman	5	Officer Director	$0	$0	$0
Matt Murphy	Secretary-Treasurer	5	Officer Director	$0	$0	$0
Patty Noland	Director	1	Director	$0	$0	$0
Casey Nye	Director	1	Director	$0	$0	$0
Jolene Peet	Director	1	Director	$0	$0	$0
Kris Porter	Director	1	Director	$0	$0	$0
Diane Sennholz	Director	1	Director	$0	$0	$0
Lisa Sobczak	Director	1	Director	$0	$0	$0
Tait Strand	Director	1	Director	$0	$0	$0
Andy Thompson	Director	1	Director	$0	$0	$0
Anthony Negani	Director	1	Director	$0	$0	$0
Luke Kramer	Director	1	Director	$0	$0	$0
Brad Gast	Director	1	Director	$0	$0	$0
Angela Eberhardt	Director	1	Director	$0	$0	$0
Conney Edmonson	Director	1	Director	$0	$0	$0
Jodi Gruhn	Director	1	Director	$0	$0	$0
Jeremy Higgins	Director	1	Director	$0	$0	$0
Eva Scheppa	Director	1	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	No data	No data	No data	No data
2024	$2,852,765	$2,849,478	$1,290,624	$3,287
2023	$2,690,583	$2,689,764	$1,193,435	$819
2022	$2,466,705	$2,468,422	$992,647	$-1,717
2021	$2,358,978	$2,370,030	$1,039,426	$-11,052

NORTH CENTRAL WISCONSIN WORKFORCE DEVELOPMENT BOARD