WISCONSIN UPPER MICHIGAN KIWANIS FOUNDATION INCORPORATED

EIN: 391455222 501(c)(3)

BERLIN, WI

Total Revenue
$186,512
Total Expenses
$177,578
Total Assets
$537,143
Net Assets
$537,143
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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
2024-10-01 to 2025-09-30

WISCONSIN UPPER MICHIGAN KIWANIS FOUNDATION INCORPORATED, founded in 1990, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $178K left a modest 5% surplus.

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.

Program Service Accomplishments

Program 1
Expenses: $163,667

FUND RAISING FOR THE WISCONSIN - UPPER MICHIGAN DISTRICT OF KIWANIS INTERNATIONAL

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $144,886
Investment Income $41,626
Other Revenue $0
TOTAL REVENUE $186,512

Expense Breakdown

Grants Paid $163,667
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $177,578
Other Expenses $13,911
TOTAL EXPENSES $177,578

Year-over-Year Comparison

2024 2023 Change
Revenue $186,512 $205,902 -0.1%
Expenses $177,578 $159,675 +0.1%
Net Income $8,934 $46,227 -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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Governance

Voting Members
17
Independent Members
17
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
17
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
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
RANDALL DURNER ZONE 6 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
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
LYNN MESSER ZONE 8 DIREC N/A
Officer
$0 $0 $0
OPEN ZONE 4 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
2025 $186,512 $177,578 $537,143 $8,934
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
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