WHITEFISH BAY PUBLIC EDUCATION FOUNDATION INC (EIN 391752103) - 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

1993

Legal Domicile

Principal Officer

CURT SMITH

Phone

4144910461

Tax Period

2024-07-01 to 2025-06-30

WHITEFISH BAY PUBLIC EDUCATION FOUNDATION INC, founded in 1993, is a micro nonprofit in the Education sector that reported $71K in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 46% operating margin.

Mission

TO FUND INNOVATION WITHIN THE WHITEFISH BAY PUBLIC SCHOOL DISTRICT INCLUDING EDUCATIONAL PROJECT GRANTS, TREACHER AND STUDENT SCHOLARSHIPS.

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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 $49,213

Program Service Revenue $0

Investment Income $15,236

Other Revenue $6,298

TOTAL REVENUE $70,747

Expense Breakdown

Grants Paid $23,849

Salaries & Benefits $0

Fundraising Expenses $2,699

Program Expenses $23,849

Other Expenses $14,384

TOTAL EXPENSES $38,233

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,747	$44,357	+0.6%
Expenses	$38,233	$38,519	0.0%
Net Income	$32,514	$5,838	+4.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CURT SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE O'CONNELL	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF JOHNSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEMARIS KENWOOD	SECRETARY	1.00	Officer Director	$0	$0	$0
KARA BZDUSEK	DIRECTOR	0.50	Director	$0	$0	$0
TIM CIGELSKE	DIRECTOR	0.50	Director	$0	$0	$0
DAVE JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
BRITTANY CLAUSEN	DIRECTOR	0.50	Director	$0	$0	$0
MISSY HIGH	DIRECTOR	0.50	Director	$0	$0	$0
CATHERINE MATTKE	DIRECTOR	0.50	Director	$0	$0	$0
LISA STICKLER	DIRECTOR	0.50	Director	$0	$0	$0
JENNY RICHARDS	DIRECTOR	0.50	Director	$0	$0	$0
IGOR STEVIC	DIRECTOR	0.50	Director	$0	$0	$0
JESSICA WINTHEISER	DIRECTOR	0.50	Director	$0	$0	$0
SAMANTHA CRUZ	DIRECTOR	0.50	Director	$0	$0	$0
ANA CONANT	DIRECTOR	0.50	Director	$0	$0	$0
DAN TYK	DIRECTOR	0.50	Director	$0	$0	$0
ANDREA ROBERSTON	DIRECTOR	0.50	Director	$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	$70,747	$38,233	$395,177	$32,514
2024	No data	No data	No data	No data
2023	$168,764	$192,394	$328,853	$-23,630
2022	$69,964	$21,429	$348,863	$48,535
2021	$44,170	$22,718	$325,230	$21,452

WHITEFISH BAY PUBLIC EDUCATION FOUNDATION INC