WISCONSIN REAL ESTATE ALUMNI ASSOCIATION (EIN 391673863) - 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

1976

Legal Domicile

Principal Officer

KATIE BERGEN

Phone

2627469030

Tax Period

2023-01-01 to 2023-12-31

WISCONSIN REAL ESTATE ALUMNI ASSOCIATION, founded in 1976, is a small nonprofit in the Community Improvement sector that reported $678K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $608K left a modest 10% surplus.

Mission

TO FURTHER THE UNIVERSITY OF WISCONSIN REAL ESTATE PROGRAM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $277,750

Program Service Revenue $387,685

Investment Income $12,089

Other Revenue $0

TOTAL REVENUE $677,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $237,067

Fundraising Expenses $6,083

Program Expenses $559,652

Other Expenses $371,250

TOTAL EXPENSES $608,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$677,524	$571,980	+0.2%
Expenses	$608,317	$614,315	0.0%
Net Income	$69,207	$-42,335	-2.6%

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

$178,063

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL ZELIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CODY LANGENESS	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KATIE BERGEN	VICE-PRESIDENT FINANCE	1.00	Officer Director	$0	$0	$0
JAIME FINK	IL REG. DIRECTOR/VP PROGRAMS	1.00	Officer Director	$0	$0	$0
ASHLEY CALDIS	WESTERN WISCONSIN REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
CHRIS CARROLL	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
CHRIS CASEY	SOUTHERN CA REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
LEE CHRISTENSEN	WESTERN WISCONSIN REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
JAKE GRISWOLD	EASTERN WISCONSIN REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER HULL	AT-LARGE DIRECTOR - RECENT GRADUATE	1.00	Director	$0	$0	$0
MEGAN MAY	ILLINOIS REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
CHAD MESSER	COLORADO/TEXAS REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
LAMAR NEWBURN	MINNESOTA REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
MITESH PATEL	NORTHWEST REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL PFAFF	SOUTHEAST REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
DAN SOYKA	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
KENDRA STENSVEN	NORTHEAST REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE DICKS	EXECUTIVE DIRECTOR	40.00	Officer	$153,528	$24,535	$178,063

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	$677,524	$608,317	$1,772,983	$69,207
2022	$571,980	$614,315	$1,684,826	$-42,335
2021	$577,340	$513,577	$1,678,086	$63,763
2020	$308,632	$368,720	$1,636,080	$-60,088
2019	$516,509	$436,036	$1,710,157	$80,473
2018	$572,390	$438,973	$1,623,018	$133,417

WISCONSIN REAL ESTATE ALUMNI ASSOCIATION