LA CROSSE PUBLIC EDUCATION FOUNDATION I (EIN 391610700) - 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

1989

Legal Domicile

Principal Officer

TOM THOMPSON

Phone

6087870226

Tax Period

2023-01-01 to 2023-12-31

LA CROSSE PUBLIC EDUCATION FOUNDATION I, founded in 1989, is a small nonprofit that reported $368K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $78K, a strong 21% operating margin.

Mission

THE MISSION OF THE LA CROSSE PUBLIC EDUCATION FOUNDATION IS TO ENHANCE LEARNING OPPORTUNITIES FOR STUDENTS IN THE SCHOOL DISTRICT OF LA CROSSE AND TO PROMOTE COMMUNITY UNDERSTANDING AND SUPPORT FOR PUBLIC EDUCATION.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $291,745

Program Service Revenue $0

Investment Income $75,348

Other Revenue $942

TOTAL REVENUE $368,035

Expense Breakdown

Grants Paid $142,760

Salaries & Benefits $110,123

Fundraising Expenses $31,545

Program Expenses $181,604

Other Expenses $37,437

TOTAL EXPENSES $290,320

Year-over-Year Comparison

	2023	2022	Change
Revenue	$368,035	$302,462	+0.2%
Expenses	$290,320	$343,426	-0.2%
Net Income	$77,715	$-40,964	-2.9%

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

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

$76,280

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACIE BOSCH	SECRETARY	1.00	Director	$0	$0	$0
MARK BRUMM	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET DIHLMANN-MALZER	HONORARY DIRECTOR	1.00	Director	$0	$0	$0
ANGELA ERDENBERGER	DIRECTOR	1.00	Director	$0	$0	$0
BYRON HOLZ	DIRECTOR	1.00	Director	$0	$0	$0
ADAM KENDLE	TREASURER	1.00	Officer Director	$0	$0	$0
LISA KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
XENG LEE	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI ODEGAARD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TOM THOMPSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHIE TYSER	DIRECTOR	1.00	Officer Director	$0	$0	$0
AMANDA WESTPHAL	DIRECTOR	1.00	Director	$0	$0	$0
KATIE BERKEDAL	EX OFFICIO	1.00	Director	$0	$0	$0
SANDY BREKKE	DIRECTOR	1.00	Director	$0	$0	$0
AARON ENGEL	EX OFFICIO	1.00	Director	$0	$0	$0
LAURA HUBER	DIRECTOR	1.00	Director	$0	$0	$0
NELL SAUNDERS-SCOTT	EXECUTIVE DIRECTOR	40.00	Officer	$76,280	$0	$76,280

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	No data	No data	No data	No data
2023	$368,035	$290,320	$2,333,425	$77,715
2022	$302,462	$343,426	$2,131,050	$-40,964
2021	$489,503	$303,688	$2,583,061	$185,815
2020	$653,979	$376,936	$2,256,292	$277,043
2019	$322,782	$351,743	$1,848,741	$-28,961
2018	$563,262	$378,043	$1,673,598	$185,219

LA CROSSE PUBLIC EDUCATION FOUNDATION I