WISCONSIN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS FOUNDATION INC (EIN 391874804) - 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

2024-07-01 to 2025-06-30

WISCONSIN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS FOUNDATION INC, founded in 1947, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024.

Mission

THE FOUNDATION WAS ESTABLISHED TO CONDUCT BUSINESS MEETINGS, SEMINARS, AND WORKSHOPS TO PROMOTE EDUCATIONAL, SCIENTIFIC RESEARCH, AND CHARITABLE ACTIVITIES.

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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 $243,502

Program Service Revenue $1,452,320

Investment Income $1,475

Other Revenue $-21,650

TOTAL REVENUE $1,675,647

Expense Breakdown

Grants Paid $25,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,678,080

Other Expenses $1,684,715

TOTAL EXPENSES $1,710,215

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,675,647	$1,703,555	0.0%
Expenses	$1,710,215	$1,746,284	0.0%
Net Income	$-34,568	$-42,729	-0.2%

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

150

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

$235,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY BURR	PAST-PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH VIERA	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE KOLTES	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
ANDY WEILAND	TREASURER	1.00	Officer Director	$0	$0	$0
SHANNON GRINDELL	DIRECTOR	1.00	Director	$0	$0	$0
BECKY HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
ROSS MACPHERSON	DIRECTOR	1.00	Director	$0	$0	$0
JEFF PRUEFER	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	30.00	Officer	$154,212	$30,284	$235,900
ANNE CHAPMAN	RESEARCH DIRECTOR	12.00	Highest	$36,549	$30,284	$152,115
JEANNE DEIMUND	ASSOCIATE EXECUTIVE DIRECTOR	24.00	Highest	$63,115	$30,284	$135,475

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	$1,675,647	$1,710,215	$478,780	$-34,568
2024	$1,703,555	$1,746,284	$613,417	$-42,729
2023	$1,522,498	$1,545,287	$566,332	$-22,789
2022	$1,285,532	$1,346,282	$556,526	$-60,750
2021	$1,056,811	$1,111,087	$518,759	$-54,276
2020	$1,080,364	$1,106,467	$566,795	$-26,103
2019	$1,355,109	$1,374,785	$735,636	$-19,676

WISCONSIN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS FOUNDATION INC