COMMUNITY FOUNDATION OF SOUTH CENTRAL WISCONSIN INC (EIN 391919240) - 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

1998

Legal Domicile

Principal Officer

ROBIN WHYTE

Phone

6083550884

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION OF SOUTH CENTRAL WISCONSIN INC, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.5M in total revenue in fiscal year 2023. Revenue surged 493% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 76% operating margin.

Mission

ENCOURAGE, SOLICIT, AND ADMINISTER GIFTS, BEQUESTS, DONATIONS, ETC. AND EVALUATE PROPOSALSFROM OTHER NON-PROFIT CHARITABLE ORGANIZATIONS INVOLVED IN COMMUNITY IMPROVEMENT PROJECTS INTENDED TO PROMOTE THE BETTERMENT OF THE GREATER SAUK COUNTY AND SURROUNDING AREA AND ENHANCE THE QUALITY OF LIFE FOR ALL THE CITIZENS.

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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 $1,881,649

Program Service Revenue $10,701

Investment Income $1,552,901

Other Revenue $14,151

TOTAL REVENUE $3,459,402

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,450

Fundraising Expenses $27,175

Program Expenses $687,867

Other Expenses $715,583

TOTAL EXPENSES $822,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,459,402	$583,413	+4.9%
Expenses	$822,033	$2,092,223	-0.6%
Net Income	$2,637,369	$-1,508,810	-2.7%

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

N/A

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
JANE FRANZEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT GINTHER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LAURA STANEK	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK GRAUPMAN	TREASURER	1.00	Officer Director	$0	$0	$0
JEAN ALT	DIRECTOR	1.00	Director	$0	$0	$0
GARY GILLILAND	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN BLAKESLEE	DIRECTOR	1.00	Director	$0	$0	$0
TIM BECKER	DIRECTOR	1.00	Director	$0	$0	$0
JON BERNANDER	DIRECTOR	1.00	Director	$0	$0	$0
CAROL JEFFERSON	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER KRAEMER	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH KUSE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN RAVENSCROFT	DIRECTOR	1.00	Director	$0	$0	$0
MARIETTA RUETER	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON WEGNER	DIRECTOR	1.00	Director	$0	$0	$0
NORBERT CALNIN	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE HOLLAND	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$3,459,402	$822,033	$13,305,073	$2,637,369
2022	$583,413	$2,092,223	$10,470,155	$-1,508,810
2021	$4,608,563	$578,889	$12,276,774	$4,029,674
2020	$1,405,253	$865,076	$11,113,276	$540,177
2019	$559,272	$695,809	$9,914,926	$-136,537
2018	$1,109,825	$829,376	$6,139,434	$280,449

COMMUNITY FOUNDATION OF SOUTH CENTRAL WISCONSIN INC