MENASHA EDUCATION FUND (EIN 391601440) - 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

1988

Legal Domicile

Principal Officer

SUE WERLEY

Phone

9207290245

Tax Period

2024-07-01 to 2025-06-30

MENASHA EDUCATION FUND, founded in 1988, is a micro nonprofit that reported $64K in total revenue in fiscal year 2024. Revenue surged 239% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16K, a strong 25% operating margin.

Mission

THE PRIMARY PURPOSE IS TO PROVIDE EDUCATIONAL EXPERIENCES FOR STUDENTS AND TEACHERS WITHIN THE MENASHA JOINT SCHOOL DISTRICT THAT ARE BEYOND THE SCOPE OF THE LOCAL SCHOOL BUDGET.

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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 $6,011

Program Service Revenue $0

Investment Income $58,193

Other Revenue $5

TOTAL REVENUE $64,209

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,873

Other Expenses $48,126

TOTAL EXPENSES $48,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$64,209	$18,939	+2.4%
Expenses	$48,126	$41,130	+0.2%
Net Income	$16,083	$-22,191	-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

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	Role	Reportable Comp	Other Comp	Total
SUE WERLEY	CHAIRMAN	Officer Director	$0	$0	$0
MARK MAYER	VICE-CHAIR	Officer Director	$0	$0	$0
CHRIS VANDERHEYDEN	TREASURER	Officer Director	$0	$0	$0
CHAD BRUECHERT	DIRECTOR	Director	$0	$0	$0
BEN ADAMS	DIRECTOR	Director	$0	$0	$0
VICKI BOKELMAN	DIRECTOR	Director	$0	$0	$0
ERIC GLAD	DIRECTOR	Director	$0	$0	$0
ALYSSA GULLIXON	DIRECTOR	Director	$0	$0	$0
ANJULI MILLSPAW	DIRECTOR	Director	$0	$0	$0
MATT ZIMMERMAN	DIRECTOR	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	$64,209	$48,126	$815,209	$16,083
2024	$18,939	$41,130	$799,126	$-22,191
2023	$27,591	$36,662	$821,317	$-9,071
2022	$73,375	$47,979	$830,388	$25,396
2021	$171,890	$25,695	$804,152	$146,195
2020	$58,007	$17,512	$657,957	$40,495
2019	$335,285	$30,804	$617,462	$304,481

MENASHA EDUCATION FUND