BADGER UNION HIGH SCHOOL ENDOWMENT FUND (EIN 391777503) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

RICHARD TORHORST

Phone

2622483333

Tax Period

2023-01-01 to 2023-12-31

BADGER UNION HIGH SCHOOL ENDOWMENT FUND, founded in 1995, is a micro nonprofit in the Education sector that reported $70K in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $48K, a strong 68% operating margin.

Mission

RAISE FUNDS FOR SCHOLARSHIPS TO STUDENTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $30,420

Program Service Revenue $0

Investment Income $39,992

Other Revenue $0

TOTAL REVENUE $70,412

Expense Breakdown

Grants Paid $18,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,600

Other Expenses $3,880

TOTAL EXPENSES $22,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$70,412	$234,289	-0.7%
Expenses	$22,480	$30,888	-0.3%
Net Income	$47,932	$203,401	-0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
RICHARD TORHORST	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF BUNTROCK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARIE COLLINS	SECRETARY	1.00	Officer Director	$0	$0	$0
JON S CHAMBERLAIN	TREASURER	3.00	Officer Director	$0	$0	$0
GEORGE CHIRONIS	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN J LOIS	DIRECTOR	1.00	Director	$0	$0	$0
JENNY STRAUS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES GOTTINGER	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN KOKODYNSKI	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$70,412	$22,480	$1,121,031	$47,932
2022	$234,289	$30,888	$1,007,302	$203,401
2021	$44,918	$35,283	$966,209	$9,635
2020	$138,332	$82,485	$816,639	$55,847
2019	$63,275	$38,022	$756,796	$25,253
2018	$175,472	$37,446	$579,866	$138,026

BADGER UNION HIGH SCHOOL ENDOWMENT FUND