WISCONSIN UPPER MICHIGAN KIWANIS FOUNDATION INCORPORATED (EIN 391455222) - 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

1990

Principal Officer

JAMES BURMEISTER

Phone

9203619954

Tax Period

2023-10-01 to 2024-09-30

WISCONSIN UPPER MICHIGAN KIWANIS FOUNDATION INCORPORATED, founded in 1990, is a small nonprofit that reported $206K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 22% operating margin.

Mission

TO ENCOURAGE, PROMOTE, AND FINANCIALLY ASSIST KIWANIS CLUBS AND SPONSORED ORGANIZATIONS WITHIN THE WISCONSIN - UPPER MICHIGAN KIWANIS DISTRICT, INCLUDING DEVELOPMENT OF SPECIAL PRODUCTS AND ACTIVITIES.

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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 $0

Program Service Revenue $133,621

Investment Income $72,281

Other Revenue $0

TOTAL REVENUE $205,902

Expense Breakdown

Grants Paid $136,114

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $159,675

Other Expenses $23,561

TOTAL EXPENSES $159,675

Year-over-Year Comparison

	2023	2022	Change
Revenue	$205,902	$165,209	+0.2%
Expenses	$159,675	$142,289	+0.1%
Net Income	$46,227	$22,920	+1.0%

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

N/A

Volunteers

N/A

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
DENNIS ANDREASEN	ZONE 6 DIREC	N/A	Officer	$0	$0	$0
LORI BENTS	ZONE 11 DIRE	N/A	Officer	$0	$0	$0
JAMES BURMEISTER	PRESIDENT	N/A	Officer	$0	$0	$0
JIM BUSKEL	ZONE 2 DIREC	N/A	Officer	$0	$0	$0
BOB CULLEN	ZONE 4 DIREC	N/A	Officer	$0	$0	$0
MARK FINGER	SECRETARY/TR	N/A	Officer	$0	$0	$0
LOUISE GUDEX	ZONE 9 DIREC	N/A	Officer	$0	$0	$0
KEN IRWIN	ZONE 8 DIREC	N/A	Officer	$0	$0	$0
LARRY KOZIOL	ZONE 3 DIREC	N/A	Officer	$0	$0	$0
ROGER KROGSTAD	VICE PRESIDE	N/A	Officer	$0	$0	$0
GLENDA LEE	ZONE 7 DIREC	N/A	Officer	$0	$0	$0
TODD LIEBERGEN	ZONE 5 DIREC	N/A	Officer	$0	$0	$0
MELISSA LOEBACH	ZONE 1 DIREC	N/A	Officer	$0	$0	$0
OPEN	ZONE 13 DIRE	N/A	Officer	$0	$0	$0
LAVONE SNEEN	ZONE 12 DIRE	N/A	Officer	$0	$0	$0
CATHY WEISINGER	ZONE 14 DIRE	N/A	Officer	$0	$0	$0
MARY ANN WEPFER	ZONE 10 DIRE	N/A	Officer	$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	$205,902	$159,675	$528,209	$46,227
2023	$165,209	$142,289	$481,982	$22,920
2022	$49,817	$102,697	$459,062	$-52,880
2021	$158,002	$79,663	$514,042	$78,339

WISCONSIN UPPER MICHIGAN KIWANIS FOUNDATION INCORPORATED