WISCONSIN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INC (EIN 391761773) - 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

1947

Legal Domicile

Principal Officer

MIKE BARRY

Phone

6082498588

Tax Period

2023-07-01 to 2024-06-30

WISCONSIN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INC, founded in 1947, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023. Expenses of $2.1M left a modest 5% surplus.

Mission

PROVIDE PROFESSIONAL GROWTH OPPORTUNITIES FOR MEMBERS, PROVIDE A NETWORK OF SUPPORT FOR ITS MEMBERS, WORK FOR ADEQUATE FUNDING, AND ADVOCATE FOR EDUCATIONAL OPPORTUNITIES FOR CHILDREN IN THE STATE OF WISCONSIN.

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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 $4,923

Program Service Revenue $2,144,928

Investment Income $94,740

Other Revenue $4,846

TOTAL REVENUE $2,249,437

Expense Breakdown

Grants Paid $0

Salaries & Benefits $950,215

Fundraising Expenses $0

Other Expenses $1,196,992

TOTAL EXPENSES $2,147,207

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,249,437	$2,244,203	+0.0%
Expenses	$2,147,207	$2,163,846	0.0%
Net Income	$102,230	$80,357	+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

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

$229,563

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL FREI	PAST - PRESIDENT	1.00	Officer Director	$0	$0	$0
HOLLY BURR	PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH VIERA	PRESIDENT - ELECT	1.00	Officer Director	$0	$0	$0
BRIAN ADESSO	TREASURER	1.00	Officer Director	$0	$0	$0
DEMETRI ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
BECKY HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
JOE LEDVINA	DIRECTOR	1.00	Director	$0	$0	$0
JOE MARQUARDT	DIRECTOR	1.00	Director	$0	$0	$0
TROY MILLER	DIRECTOR	1.00	Director	$0	$0	$0
LYNETTE COY	DIRECTOR	1.00	Director	$0	$0	$0
AUDRA BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
JEREMIAH JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ERIN WHEELER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BARRY	EXECUTIVE DIRECTOR	10.00	Officer	$50,180	$28,842	$229,563
ANNE CHAPMAN	RESEARCH DIRECTOR	12.00	Highest	$72,005	$28,842	$131,706

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	$2,249,437	$2,147,207	$2,884,797	$102,230
2023	$2,244,203	$2,163,846	$2,639,622	$80,357
2022	$2,036,001	$2,050,437	$2,579,707	$-14,436
2021	$1,967,592	$1,808,654	$2,537,484	$158,938
2020	$1,896,208	$1,865,131	$3,330,842	$31,077
2019	$1,956,263	$1,744,982	$2,404,425	$211,281

WISCONSIN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INC