CENTRAL WISCONSIN BOARD OF REALTOR… - 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

1995

Legal Domicile

Principal Officer

LISA MARSHALL

Phone

7156937325

Tax Period

2024-10-01 to 2025-09-30

CENTRAL WISCONSIN BOARD OF REALTORS INC, founded in 1995, is a small nonprofit in the Community Improvement sector that reported $244K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $40K, a strong 16% operating margin.

Mission

THE ORGANIZATION PROVIDES EDUCATIONAL AND PROFESSIONAL PROGRAMS AND SERVICES TO REALTORS AND TO THE GENERAL PUBLIC.

Program Service Accomplishments

Program 1

TO PROVIDE EDUCATIONAL SEMINARS ON HOW TO PURCHASE HOMES TO THE GENERAL PUBLIC.

Program 2

TO PROVIDE FORMS AND EDUCATIONAL SEMINARS FOR REALTORS.

Program 3

TO PROVIDE INFORMATIONAL NEWSLETTERS AND PROFESSIONAL UPDATES TO REALTORS.

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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 $8,000

Program Service Revenue $154,564

Investment Income $949

Other Revenue $80,000

TOTAL REVENUE $243,513

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,438

Fundraising Expenses $0

Other Expenses $77,971

TOTAL EXPENSES $203,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$243,513	$285,838	-0.1%
Expenses	$203,409	$265,896	-0.2%
Net Income	$40,104	$19,942	+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

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

$110,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN SLINKMAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
SAMANTHA CRICKS	PRESIDENT - ELECT	5.00	Officer Director	$0	$0	$0
MADDIE MITTELSTEADT	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MAX REA	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
KELLY KLEIST	DIRECTOR	1.00	Director	$0	$0	$0
PAUL KNOBLOCK	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BLAKE	DIRECTOR	1.00	Director	$0	$0	$0
JACOB MIZGALSKI	DIRECTOR	1.00	Director	$0	$0	$0
ALISSA PRENTICE	DIRECTOR	1.00	Director	$0	$0	$0
ADAM KARCZ	DIRECTOR	1.00	Director	$0	$0	$0
KELLY WEILER	DIRECTOR	1.00	Director	$0	$0	$0
BRITTANY BURNS	DIRECTOR	1.00	Director	$0	$0	$0
DAVE DETTMANN	DIRECTOR	1.00	Director	$0	$0	$0
LISA MARSHALL	EXECUTIVE OFFICER	40.00	Officer	$110,000	$0	$110,000

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	$243,513	$203,409	$516,809	$40,104
2024	$285,838	$265,896	$495,765	$19,942
2023	$241,642	$251,995	$505,894	$-10,353
2022	$236,057	$252,584	$516,511	$-16,527
2021	$241,772	$175,351	$530,214	$66,421
2020	$204,601	$162,904	$463,793	$41,697
2019	$209,633	$185,287	$422,096	$24,346

CENTRAL WISCONSIN BOARD OF REALTORS INC