SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION INC (EIN 391828080) - 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

1980

Legal Domicile

Principal Officer

DENNIS R COOLEY

Phone

6088223262

Tax Period

2024-07-01 to 2025-06-30

SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION INC, founded in 1980, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue surged 151% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 77% operating margin.

Mission

PROVIDE SCHOLARSHIPS & ASSISTANCE TO STUDENTS & FACULTY OF SOUTHWEST WI TECHNICAL COLLEGE.

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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 $1,837,371

Program Service Revenue $0

Investment Income $2,340,208

Other Revenue $2,794

TOTAL REVENUE $4,180,373

Expense Breakdown

Grants Paid $887,818

Salaries & Benefits $0

Fundraising Expenses $20,900

Program Expenses $890,566

Other Expenses $78,982

TOTAL EXPENSES $966,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,180,373	$1,666,426	+1.5%
Expenses	$966,800	$1,216,593	-0.2%
Net Income	$3,213,573	$449,833	+6.1%

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

$187,259

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THERESA BRAUDT	PRESIDENT	1.00	Officer Director	$0	$0	$0
KRIS SCHOVILLE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BARB STOCKHAUSER	SECRETARY	1.00	Officer Director	$0	$0	$0
KAYE GILBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY ISABELL	DIRECTOR	1.00	Director	$0	$0	$0
JASON KNAPP	DIRECTOR	1.00	Director	$0	$0	$0
DONNA PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
LINDA PARRISH	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE TOLLEFSON	DIRECTOR	1.00	Director	$0	$0	$0
ROSE KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
SARAH SAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT PAULS	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS COOLEY	EXECUTIVE DIRECTOR	5.00	Officer	$0	$48,408	$187,259
CALEB WHITE	VP ADMINISTRATIVE SERVICES	2.00	Highest	$0	$101,148	$268,488

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	$4,180,373	$966,800	$10,563,142	$3,213,573
2024	$1,666,426	$1,216,593	$8,705,350	$449,833
2023	$1,235,051	$1,060,909	$7,616,374	$174,142
2022	$2,423,871	$716,247	$6,863,130	$1,707,624
2021	$1,587,907	$847,143	$6,713,666	$740,764
2020	$621,956	$865,777	$4,703,870	$-243,821
2019	$1,130,787	$411,343	$4,750,449	$719,444
2018	$1,060,937	$897,895	$4,086,743	$163,042

SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION INC