ENVISION GREATER FOND DU LAC FOUNDATION INC (EIN 391777015) - 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

1994

Legal Domicile

Principal Officer

SADIE VANDER VELDE

Phone

9209219500

Tax Period

2024-01-01 to 2024-12-31

ENVISION GREATER FOND DU LAC FOUNDATION INC, founded in 1994, is a small nonprofit in the Education sector that reported $447K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $408K left a modest 9% surplus.

Mission

WE BRING STAKEHOLDERS TOGETHER TO PURSUE OPPORTUNITIES THAT IMPROVE ECONOMIC VIBRANCY, STRENGTHEN COMMUNITY IDENTITY, AND INVEST IN THE NEXT GENERATION.

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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 $236,425

Program Service Revenue $138,309

Investment Income $17,976

Other Revenue $54,018

TOTAL REVENUE $446,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,021

Fundraising Expenses $2,936

Program Expenses $342,833

Other Expenses $259,069

TOTAL EXPENSES $408,090

Year-over-Year Comparison

	2024	2023	Change
Revenue	$446,728	$403,828	+0.1%
Expenses	$408,090	$313,598	+0.3%
Net Income	$38,638	$90,230	-0.6%

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

250

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

$133,001

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VANDER VELDE SAIDE	PRESIDENT/CEO	3.00	Officer	$0	$6,319	$133,001
SCHLIEVE KATHY	DIRECTOR	0.30	Director	$0	$0	$0
DOYLE RICH	DIRECTOR	0.30	Director	$0	$0	$0
LIDDICOAT JEFF	DIRECTOR	0.30	Director	$0	$0	$0
SMITH CJ	DIRECTOR	0.30	Director	$0	$0	$0
SMITH SHANE	DIRECTOR	0.30	Director	$0	$0	$0
STRAND HEIDI	DIRECTOR	0.30	Director	$0	$0	$0
COLLETT AMY	DIRECTOR	0.30	Director	$0	$0	$0
FLEIG JEFF	DIRECTOR	0.30	Director	$0	$0	$0
GILBERTSON THOR	DIRECTOR	0.30	Director	$0	$0	$0
GRINSTEAD KATIE	DIRECTOR	0.30	Director	$0	$0	$0
HINTZ CYNDI	DIRECTOR	0.30	Director	$0	$0	$0
KAUFMAN SAM	DIRECTOR	0.30	Director	$0	$0	$0
LEB MICHAEL	DIRECTOR	0.30	Director	$0	$0	$0
LOWE LISA	DIRECTOR	0.30	Director	$0	$0	$0
MOLITOR CRAIG	DIRECTOR	0.30	Director	$0	$0	$0
MOORE JOSEPH	DIRECTOR	0.30	Director	$0	$0	$0
MUHLBAUER SARA	DIRECTOR	0.30	Director	$0	$0	$0
O'BRIEN JEFF	DIRECTOR	0.30	Director	$0	$0	$0
BAERWALD BONNIE	CHAIR	0.30	Officer Director	$0	$0	$0
EBBENS KRISTA	VICE CHAIR	0.30	Officer Director	$0	$0	$0
VERGOS KATHERINE	PAST CHAIR	0.30	Officer Director	$0	$0	$0
BENZINGER BOB	SECRETARY	0.30	Officer Director	$0	$0	$0
WINGET ANDY	TREASURER	0.30	Officer 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
2024	$446,728	$408,090	$769,977	$38,638
2023	$403,828	$313,598	$686,539	$90,230
2022	$351,286	$357,415	$549,682	$-6,129
2021	$524,036	$373,634	$548,621	$150,402
2020	$498,179	$467,167	$460,975	$31,012
2019	$478,020	$561,257	$431,692	$-83,237
2018	$447,834	$592,680	$421,418	$-144,846

ENVISION GREATER FOND DU LAC FOUNDATION INC