EAU CLAIRE COMMUNITY FOUNDATION (EIN 391891064) - 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

1997

Legal Domicile

Principal Officer

WESLEY ESCONDO

Phone

7155523801

Tax Period

2023-01-01 to 2023-12-31

EAU CLAIRE COMMUNITY FOUNDATION, founded in 1997, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.0M in total revenue in fiscal year 2023. Revenue surged 261% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.6M, a strong 79% operating margin.

Mission

TO ESTABLISH ENDOWED FUNDS THAT WILL BENEFIT THE EAU CLAIRE COMMUNITY TODAY AND IN THE FUTURE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $10,011,733

Program Service Revenue $0

Investment Income $850,289

Other Revenue $97,832

TOTAL REVENUE $10,959,854

Expense Breakdown

Grants Paid $1,645,427

Salaries & Benefits $365,477

Fundraising Expenses $128,680

Program Expenses $1,809,915

Other Expenses $340,641

TOTAL EXPENSES $2,351,545

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,959,854	$3,039,797	+2.6%
Expenses	$2,351,545	$2,338,845	+0.0%
Net Income	$8,608,309	$700,952	+11.3%

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

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

$148,480

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRANT BEARDSLEY	TRUSTEE	1.00	Director	$0	$0	$0
JASON BECKERMANN	TRUSTEE	1.00	Director	$0	$0	$0
GREG BREMER	TRUSTEE	1.00	Director	$0	$0	$0
MIKE CONNER	TRUSTEE	1.00	Director	$0	$0	$0
AMELIA DANIELS	TRUSTEE	1.00	Director	$0	$0	$0
CODY FILIPCZAK	TRUSTEE	1.00	Director	$0	$0	$0
PAUL KULIG	TRUSTEE	1.00	Director	$0	$0	$0
JULIA KYLE	TRUSTEE	1.00	Director	$0	$0	$0
KATIE MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
JACKIE RASMUSSEN	TRUSTEE	1.00	Director	$0	$0	$0
ANDY SCHLAFER	TRUSTEE	1.00	Director	$0	$0	$0
TOM LARSON	CHAIR	1.00	Officer Director	$0	$0	$0
JEFF KOWIESKI	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN SATRE	TREASURER	1.00	Officer Director	$0	$0	$0
CINDY HANGARTNER	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA DANIELSON	PAST CHAIR (NON VOTING)	1.00	Director	$0	$0	$0
SUE BORNICK	PAST EXECUTIVE DIRECTOR	40.00	Officer	$101,489	$0	$101,489
WESLEY ESCONDO	EXECUTIVE DIRECTOR	40.00	Officer	$46,991	$0	$46,991

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	No data	No data	No data	No data
2023	$10,959,854	$2,351,545	$42,328,354	$8,608,309
2022	$3,039,797	$2,338,845	$28,077,282	$700,952
2021	$5,356,975	$2,430,990	$32,702,281	$2,925,985
2020	$2,429,657	$2,117,378	$29,523,428	$312,279
2020	$2,429,657	$2,117,378	$29,523,428	$312,279
2019	$5,555,732	$2,569,816	$26,195,248	$2,985,916
2018	$3,742,113	$2,841,742	$20,322,791	$900,371

EAU CLAIRE COMMUNITY FOUNDATION