COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN INC (EIN 391577472) - 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

1987

Legal Domicile

Principal Officer

TIMOTHY S PARKER

Phone

7158459555

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN INC, founded in 1987, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $14.7M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.1M, a strong 35% operating margin.

Mission

WE INSPIRE CHARITABLE GIVING TO INVEST IN A BRIGHTER COMMUNITY.

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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 $9,239,581

Program Service Revenue $64,923

Investment Income $5,308,395

Other Revenue $67,141

TOTAL REVENUE $14,680,040

Expense Breakdown

Grants Paid $8,259,744

Salaries & Benefits $867,719

Fundraising Expenses $325,999

Program Expenses $8,786,790

Other Expenses $432,185

TOTAL EXPENSES $9,559,648

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,680,040	$11,993,940	+0.2%
Expenses	$9,559,648	$10,108,504	-0.1%
Net Income	$5,120,392	$1,885,436	+1.7%

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

$337,249

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE EISENREICH	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BENJAMIN REIF	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MELISSA KAMPMANN	TREASURER	1.00	Officer Director	$0	$0	$0
LISA DODSON	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN WERTH	PAST CHAIRPERSON	1.00	Director	$0	$0	$0
KATHY DRENGLER	DIRECTOR	0.50	Director	$0	$0	$0
RYAN GALLAGHER	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE HAZUKA	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN KRAFT	DIRECTOR	0.50	Director	$0	$0	$0
JEREMY LEWITZKE	DIRECTOR	0.50	Director	$0	$0	$0
DAVID MONK	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS SCHLIEPP	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN SCHMIDT	DIRECTOR	0.50	Director	$0	$0	$0
MARY VAN GRINSVEN	DIRECTOR	0.50	Director	$0	$0	$0
EMILY VOSS	DIRECTOR	0.50	Director	$0	$0	$0
TIMOTHY PARKER	CEO	40.00	Officer	$201,925	$24,654	$226,579
PAMELA ECKMANN	VP OF FINANCE & OPERATIONS	40.00	Officer	$88,160	$22,510	$110,670

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	$14,680,040	$9,559,648	$86,513,684	$5,120,392
2023	$11,993,940	$10,108,504	$81,718,818	$1,885,436
2022	$7,954,182	$7,453,355	$75,896,956	$500,827
2021	$15,305,164	$7,043,830	$90,468,531	$8,261,334
2020	$9,918,877	$5,510,763	$79,598,064	$4,408,114
2019	$7,510,732	$6,099,922	$69,590,643	$1,410,810
2018	$8,554,886	$4,313,366	$59,663,085	$4,241,520

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN INC