COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC (EIN 391711388) - 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

1991

Legal Domicile

Principal Officer

WYATT JACKSON

Phone

6087580883

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC, founded in 1991, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $15.9M in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.8M, a strong 55% operating margin.

Mission

THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC. IS A TAX-EXEMPT NOT-FOR-PROFIT PHILANTHROPIC GRANTING ORGANIZATION THAT MATCHES PERSONAL PHILANTHROPY WITH COMMUNITY NEEDS THROUGH GRANTS AND SCHOLARSHIPS FROM ENDOWED AND NON-ENDOWED FUNDS.

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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 $7,900,104

Program Service Revenue $1,017,146

Investment Income $6,954,866

Other Revenue $64,640

TOTAL REVENUE $15,936,756

Expense Breakdown

Grants Paid $4,783,877

Salaries & Benefits $784,942

Fundraising Expenses $189,128

Program Expenses $6,082,937

Other Expenses $1,586,209

TOTAL EXPENSES $7,155,028

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,936,756	$9,712,688	+0.6%
Expenses	$7,155,028	$6,343,362	+0.1%
Net Income	$8,781,728	$3,369,326	+1.6%

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

562

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

$154,481

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY JO VILLA	CHAIR	2.00	Officer Director	$0	$0	$0
SCOTT GELZER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
FRED KOSTER	TREASURER	2.00	Officer Director	$0	$0	$0
GINNY BEAN	SECRETARY	2.00	Officer Director	$0	$0	$0
TODD SCHLUESCHE	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
ELLE SWART	MEMBER AT LARGE	1.00	Director	$0	$0	$0
KELLY BAUER	DIRECTOR	1.00	Director	$0	$0	$0
ERIN OGDEN	DIRECTOR	1.00	Director	$0	$0	$0
JIM CRIPE	DIRECTOR (THRU OCT)	1.00	Director	$0	$0	$0
DAN WINTER	DIRECTOR	1.00	Director	$0	$0	$0
RON SPIELMAN	DIRECTOR	1.00	Director	$0	$0	$0
NANCY NELSON	DIRECTOR (THRU OCT)	1.00	Director	$0	$0	$0
KIM MARKHAM	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER PALZKILL	DIRECTOR	1.00	Director	$0	$0	$0
TIM MIDDLETON	DIRECTOR	1.00	Director	$0	$0	$0
WYATT JACKSON	PRESIDENT/CEO	40.00	Officer	$139,583	$14,898	$154,481

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	$15,936,756	$7,155,028	$105,461,928	$8,781,728
2024	$9,712,688	$6,343,362	$92,270,332	$3,369,326
2023	$8,816,357	$5,442,482	$81,784,950	$3,373,875
2022	$12,866,517	$4,893,247	$72,404,533	$7,973,270
2021	$10,538,341	$5,033,738	$78,555,626	$5,504,603
2020	$6,413,587	$5,366,566	$61,533,009	$1,047,021
2019	$8,324,897	$4,883,976	$59,717,890	$3,440,921
2018	$10,599,396	$5,236,531	$55,887,374	$5,362,865

COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC