SISTER CLAIRE MARIE WICK-TRINITEAM FOUNDATION INC (EIN 391577314) - 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

1987

Legal Domicile

Principal Officer

Robert Peitzman

Phone

7158368106

Tax Period

2022-07-01 to 2023-06-30

SISTER CLAIRE MARIE WICK-TRINITEAM FOUNDATION INC, founded in 1987, is a micro nonprofit that reported $11K in total revenue in fiscal year 2022. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $41K exceeded revenue, resulting in a 282% operating deficit.

Mission

A supportive organization operated solely for the benefit of Triniteam, Inc., a Wisconsin non-stock, not-for- profit corporation.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $10,822

Other Revenue $0

TOTAL REVENUE $10,822

Expense Breakdown

Grants Paid $30,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,800

Other Expenses $10,537

TOTAL EXPENSES $41,337

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,822	$74,394	-0.9%
Expenses	$41,337	$49,064	-0.2%
Net Income	$-30,515	$25,330	-2.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kevin Koehn	President/Treasurer	1	Officer Director	$0	$0	$0
Steve Mickelson	Director	1	Director	$0	$0	$0
Roger Ripplinger	Director	1	Director	$0	$0	$0
Emilu Starck	Director	1	Director	$0	$0	$0
Robert Peitzman	Vice President/Secretary	1	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$10,822	$41,337	$859,079	$-30,515
2022	$74,394	$49,064	$898,039	$25,330
2021	$82,216	$45,008	$872,709	$37,208
2020	$81,913	$43,171	$835,501	$38,742
2019	$70,952	$42,074	$796,759	$28,878
2018	$43,426	$42,873	$767,881	$553

SISTER CLAIRE MARIE WICK-TRINITEAM FOUNDATION INC