SOUTHEASTERN WISCONSIN INFORMATION TECHNOLOGY EXCHANGE INC (EIN 391653645) - 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

ERIN DIX

Phone

4143950864

Tax Period

2024-07-01 to 2025-06-30

SOUTHEASTERN WISCONSIN INFORMATION TECHNOLOGY EXCHANGE INC, founded in 1988, is a small nonprofit in the Education sector that reported $396K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $357K left a modest 10% surplus.

Mission

ADVANCE EFFECTIVE IMPLEMENTATION OF INFORMATION TECHNOLOGY/DELIVERY/TRAINING AT MEMBER LIBRARIES.

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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 $0

Program Service Revenue $391,734

Investment Income $4,019

Other Revenue $0

TOTAL REVENUE $395,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,064

Fundraising Expenses $0

Program Expenses $327,024

Other Expenses $281,298

TOTAL EXPENSES $357,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$395,753	$421,183	-0.1%
Expenses	$357,362	$392,449	-0.1%
Net Income	$38,391	$28,734	+0.3%

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

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

$64,418

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANNE HOEHNKE	TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTY BROWN	TRUSTEE	1.00	Director	$0	$0	$0
RAUL GOMEZ-RUIZ	TRUSTEE THRU 7/7/24	1.00	Director	$0	$0	$0
ERIK ANKERBERG	TRUSTEE	1.00	Director	$0	$0	$0
ISABELLE CHERNEY	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY MORIN	TRUSTEE	1.00	Director	$0	$0	$0
TOM CASSIDY	INTERIM TRUSTEE THRU 5/25	1.00	Director	$0	$0	$0
STEPHEN HUFFSTETTER	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN UTSCHIG	COORDINATOR THRU 6/11/25	40.00	Officer	$52,208	$12,210	$64,418
ERIN DIX	COORDINATOR	40.00	Officer	$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	$395,753	$357,362	$264,227	$38,391
2024	$421,183	$392,449	$227,449	$28,734
2023	$435,646	$421,291	$197,175	$14,355
2022	$425,122	$409,561	$184,005	$15,561
2021	$412,277	$439,533	$166,563	$-27,256
2020	$360,748	$355,006	$236,163	$5,742
2019	$323,124	$288,058	$214,532	$35,066
2018	$289,941	$297,145	$197,668	$-7,204

SOUTHEASTERN WISCONSIN INFORMATION TECHNOLOGY EXCHANGE INC