URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN INC (EIN 391893799) - 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

KRISTI LUZAR

Phone

4145629904

Tax Period

2023-01-01 to 2023-12-31

URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN INC, founded in 1997, is a small nonprofit in the Community Improvement sector that reported $428K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $686K exceeded revenue, resulting in a 60% operating deficit.

Mission

UEDA IS A MEMBERSHIP ASSOCIATION DEDICATED TO THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS AND GROUPS.

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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 $429,704

Program Service Revenue $6,942

Investment Income $975

Other Revenue $-9,711

TOTAL REVENUE $427,910

Expense Breakdown

Grants Paid $14,715

Salaries & Benefits $338,024

Fundraising Expenses $14,033

Program Expenses $574,848

Other Expenses $332,991

TOTAL EXPENSES $685,730

Year-over-Year Comparison

	2023	2022	Change
Revenue	$427,910	$652,783	-0.3%
Expenses	$685,730	$528,856	+0.3%
Net Income	$-257,820	$123,927	-3.1%

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

$88,108

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NIKKI PAYNE	PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA MARKOFF	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
NATHAN GUEQUIERRE	SECRETARY	1.00	Officer Director	$0	$0	$0
PETER RICHARDSON	TREASURER	1.00	Officer Director	$0	$0	$0
VAUGHN BARKER	DIRECTOR	1.00	Director	$0	$0	$0
SHERRI JORDAN	DIRECTOR	1.00	Director	$0	$0	$0
GISELA ORTEGA	DIRECTOR	1.00	Director	$0	$0	$0
NIKKI PURVIS	DIRECTOR	1.00	Director	$0	$0	$0
KATE MADISON	DIRECTOR	1.00	Director	$0	$0	$0
MIKE WARD	DIRECTOR	1.00	Director	$0	$0	$0
KRISTI LUZAR	EXEUCTIVE DIRECTOR	40.00	Officer	$66,827	$21,281	$88,108

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	$427,910	$685,730	$247,648	$-257,820
2022	$652,783	$528,856	$491,165	$123,927
2021	$619,501	$537,421	$358,836	$82,080
2020	$579,308	$521,151	$273,027	$58,157
2019	$439,332	$419,942	$223,845	$19,390
2018	$356,777	$261,801	$195,130	$94,976

URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN INC