WISCONSIN RETIRED EDUCATORS' ASSOCIATION FOUNDATION INC (EIN 391852926) - 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

1996

Legal Domicile

Principal Officer

DIANE WILCENSKI

Phone

6088315115

Tax Period

2024-10-01 to 2025-09-30

WISCONSIN RETIRED EDUCATORS' ASSOCIATION FOUNDATION INC, founded in 1996, is a micro nonprofit in the Community Improvement sector that reported $36K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $51K exceeded revenue, resulting in a 40% operating deficit.

Mission

PROVIDE SUPPORT FOR THE PURPOSES OF PUBLIC EDUCATION BY USING METHODS SUCH AS: STUDENT SCHOLARSHIPS, TEACHER GRANTS AND OUTREACH PROGRAMS TO THE COMMUNITY, CONTINUING EDUCATION AND LIFE-LONG LEARNING, AND TO ENHANCE AND FOSTER VOLUNTEERISM.

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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 $11,741

Program Service Revenue $0

Investment Income $24,557

Other Revenue $0

TOTAL REVENUE $36,298

Expense Breakdown

Grants Paid $12,185

Salaries & Benefits $0

Fundraising Expenses $2,792

Program Expenses $40,615

Other Expenses $38,563

TOTAL EXPENSES $50,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,298	$72,209	-0.5%
Expenses	$50,748	$58,194	-0.1%
Net Income	$-14,450	$14,015	-2.0%

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

N/A

Employees

N/A

Volunteers

100

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
DIANE WILCENSKI	EXECUTIVE DI	N/A	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
2025	$36,298	$50,748	$534,228	$-14,450
2024	$72,209	$58,194	$534,574	$14,015
2023	$6,047	$45,663	$487,591	$-39,616
2022	$74,860	$38,607	$481,953	$36,253
2021	$33,159	$32,809	$570,265	$350
2020	$30,800	$53,278	$520,220	$-22,478
2019	$36,386	$65,982	$527,342	$-29,596
2018	$66,911	$64,615	$556,495	$2,296

WISCONSIN RETIRED EDUCATORS' ASSOCIATION FOUNDATION INC