EDUCATION FOUNDATION OF WAUWATOSA INC

EIN: 391701838 501(c)(3)

WAUWATOSA, WI

Total Revenue
$124,292
Total Expenses
$87,565
Total Assets
$996,854
Net Assets
$996,770
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
WI
Principal Officer
JACKIE COSTA
Phone
4149394117
Tax Period
2024-01-01 to 2024-12-31

EDUCATION FOUNDATION OF WAUWATOSA INC, founded in 1990, is a small nonprofit that reported $124K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 30% operating margin.

Mission

THE EFW IS A NON-PROFIT ORGANIZATION CREATED IN 1990 TO RAISE FUNDS TO GIVE BACK TO THE WAUWATOSA SCHOOLS IN THE FORM OF GRANTS IN ORDER FOR TEACHERS OR SCHOOLS TO OFFER STUDENTS AN OPPORTUNITY TO ENHANCE THEIR EDUCATION THAT MIGHT OTHERWISE NOT HAVE BEEN POSSIBLE DUE TO SCHOOL BUDGETARY CONSTRAINTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $96,946
Program Service Revenue $518
Investment Income $60,344
Other Revenue $-33,516
TOTAL REVENUE $124,292

Expense Breakdown

Grants Paid $65,955
Salaries & Benefits $12,845
Fundraising Expenses $450
Program Expenses $66,933
Other Expenses $8,765
TOTAL EXPENSES $87,565

Year-over-Year Comparison

2024 2023 Change
Revenue $124,292 $99,437 +0.2%
Expenses $87,565 $105,955 -0.2%
Net Income $36,727 $-6,518 -6.6%
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

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Governance

Voting Members
12
Independent Members
11
Employees
N/A
Volunteers
25

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
6
$12,845
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JACKIE COSTA PRESIDENT 2.00
Officer Director
$0 $0 $0
RENEE LOGEE-HENSERSKY CO-VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
GEORGIA TICE CO-VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
SCOTT MILLER TREASURER 2.00
Officer Director
$0 $0 $0
KARRI TAIT SECRETARY 2.00
Officer Director
$0 $0 $0
LINDSAY ATKINSON BOARD MEMBER 1.00
Director
$0 $0 $0
DANIELLA BARR BOARD MEMBER 1.00
Director
$0 $0 $0
SHAWN CISSELL BOARD MEMBER 1.00
Director
$0 $0 $0
LIZ WOO MCCABE BOARD MEMBER 1.00
Director
$0 $0 $0
ELIZABETH NEUPAUER BOARD MEMBER 1.00
Director
$0 $0 $0
MEGAN OLSON BOARD MEMBER 1.00
Director
$0 $0 $0
KRISTIN PELOT BOARD MEMBER 1.00
Director
$0 $0 $0
SCOTT SHELNUTT BOARD MEMBER 1.00
Director
$0 $0 $0
MATT SOCHOR BOARD MEMBER 1.00
Director
$0 $0 $0
KRISTIN FLIERL EXECUTIVE DIRECTOR 10.00
Officer
$12,845 $0 $12,845
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 No data No data No data No data
2024 $124,292 $87,565 $996,854 $36,727
2023 $99,437 $105,955 $928,174 $-6,518
2022 $62,232 $102,709 $855,680 $-40,477
2021 $107,293 $123,970 $1,058,990 $-16,677
2020 $192,460 $117,514 $1,026,368 $74,946
2019 $94,918 $88,870 $958,894 $6,048
2018 $105,728 $91,164 $822,836 $14,564
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