WAUWATOSA PUBLIC LIBRARY FOUNDATION INC (EIN 391510001) - 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

1984

Legal Domicile

Principal Officer

MICHAEL HODAN

Phone

4144718487

Tax Period

2024-01-01 to 2024-12-31

WAUWATOSA PUBLIC LIBRARY FOUNDATION INC, founded in 1984, is a small nonprofit in the Education sector that reported $165K in total revenue in fiscal year 2024. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $121K, a strong 73% operating margin.

Mission

SUPPORT OF THE WAUWATOSA PUBLIC LIBRARY

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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 $74,851

Program Service Revenue $0

Investment Income $85,242

Other Revenue $4,943

TOTAL REVENUE $165,036

Expense Breakdown

Grants Paid $20,402

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,530

Other Expenses $24,128

TOTAL EXPENSES $44,530

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,036	$93,312	+0.8%
Expenses	$44,530	$69,921	-0.4%
Net Income	$120,506	$23,391	+4.2%

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

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
MIKE ANICH	PRESIDENT	1.00	Officer Director	$0	$0	$0
CASS BERGEMANN	DIRECTOR	1.00	Director	$0	$0	$0
EMILY BOEHME	SECRETARY	1.00	Officer Director	$0	$0	$0
BETSY DUCANTO	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE AVIAL	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA STOKKE-CECI	TREASURER	1.00	Officer Director	$0	$0	$0
LINDA GROTH	DIRECTOR	1.00	Director	$0	$0	$0
SHARON DEGUZMAN	DIRECTOR	1.00	Director	$0	$0	$0
JODY LOWE	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB QUAST	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN HILL	DIRECTOR	1.00	Director	$0	$0	$0
ANNE WOELFEL	DIRECTOR	1.00	Director	$0	$0	$0
ERIN STANEK	DIRECTOR	1.00	Director	$0	$0	$0
JIM WENZLER	DIRECTOR	1.00	Director	$0	$0	$0
WILL JANISCH	DIRECTOR	1.00	Director	$0	$0	$0
MARY TOOLE	DIRECTOR	1.00	Director	$0	$0	$0
MATT NINK	DIRECTOR	1.00	Director	$0	$0	$0
NATASHA LETTNER	DIRECTOR	1.00	Director	$0	$0	$0
KATHY CAUSIER	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE LAVEY	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS LANGE	DIRECTOR	1.00	Director	$0	$0	$0
KATHARINE FOLEY	DIRECTOR	1.00	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
2024	$165,036	$44,530	$1,904,921	$120,506
2023	$93,312	$69,921	$1,725,683	$23,391
2022	$359,991	$22,696	$1,588,176	$337,295
2021	$200,166	$97,155	$1,390,324	$103,011
2020	$67,869	$58,690	$1,343,265	$9,179
2019	$78,424	$9,427	$1,257,716	$68,997
2018	$75,052	$73,689	$1,096,579	$1,363
2017	$50,699	$6,223	$1,112,348	$44,476

WAUWATOSA PUBLIC LIBRARY FOUNDATION INC