OLD WORLD WISCONSIN FOUNDATION INC (EIN 391484170) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

LARRY MARTIN

Phone

2625942922

Tax Period

2024-07-01 to 2025-06-30

OLD WORLD WISCONSIN FOUNDATION INC, founded in 1984, is a small nonprofit that reported $305K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. Net assets of $1.2M represent 48 months of operating reserves.

Mission

ENHANCE THE WELL-BEING OF OLD WORLD WISCONSIN

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $273,918

Program Service Revenue $0

Investment Income $37,171

Other Revenue $-5,616

TOTAL REVENUE $305,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,717

Fundraising Expenses $24,093

Program Expenses $244,785

Other Expenses $214,799

TOTAL EXPENSES $334,516

Year-over-Year Comparison

	2024	2023	Change
Revenue	$305,473	$188,919	+0.6%
Expenses	$334,516	$271,531	+0.2%
Net Income	$-29,043	$-82,612	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$80,670

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GWEN GRIFFIN	EXECUTIVE DIRECTOR	40.00	Officer	$78,265	$2,405	$80,670
ROSANNE MCGUIRE	CHAIR	1.00	Officer Director	$0	$0	$0
RON BUCHHOLZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LARRY MARTIN	TREASURER	1.00	Officer Director	$0	$0	$0
BETH HEANEY	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN HURLEY	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER LAKSY	TRUSTEE	1.00	Director	$0	$0	$0
PAUL MARSHALL	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER MOTSZKO	TRUSTEE	1.00	Director	$0	$0	$0
JEAN THEIS	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN KOEFFLER	FORMER TRUSTEE - ROTATED OFF BOARD	1.00	Officer 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	$305,473	$334,516	$1,255,930	$-29,043
2024	No data	No data	No data	No data
2023	$406,189	$344,663	$1,203,436	$61,526
2022	$316,378	$340,491	$1,067,053	$-24,113
2021	$312,144	$270,137	$1,214,307	$42,007
2020	$241,356	$280,993	$1,120,173	$-39,637
2019	$319,486	$273,737	$1,155,629	$45,749
2018	$303,382	$283,916	$1,095,601	$19,466

OLD WORLD WISCONSIN FOUNDATION INC