LIFEWAYS OF WISCONSIN INC (EIN 391932359) - 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

CATHERINE PORTER

Phone

4145620818

Tax Period

2024-07-01 to 2025-06-30

LIFEWAYS OF WISCONSIN INC, founded in 1998, is a small nonprofit in the Human Services sector that reported $377K in total revenue in fiscal year 2024.

Mission

OPERATION OF CHILDCARE CENTERS BASED ON THE WALDORF TEACHING METHOD. NURTURING CHILDREN, FAMILIES, CAREGIVERS AND COMMUNITIES. LIFEWAYS WELCOMES CHILDREN AND FAMILIES OF ANY RACE, RELIGION,

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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 $38,583

Program Service Revenue $335,011

Investment Income $3,080

Other Revenue $0

TOTAL REVENUE $376,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $295,554

Fundraising Expenses $3,173

Program Expenses $286,960

Other Expenses $71,022

TOTAL EXPENSES $366,576

Year-over-Year Comparison

	2024	2023	Change
Revenue	$376,674	$365,776	+0.0%
Expenses	$366,576	$376,470	0.0%
Net Income	$10,098	$-10,694	-1.9%

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

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

$56,413

Total Directors

$84,889

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE PORTER	PRESIDENT	5.00	Officer Director	$0	$0	$0
JAIMMIE STUGARD	SECRETARY/TREASURER	32.00	Officer Director	$56,413	$0	$56,413
EMILY BERTRAN	BOARD MEMBER	3.00	Director	$0	$0	$0
KAREN BUELOW	BOARD MEMBER	3.00	Director	$0	$0	$0
CORRINE BULTMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
BEN CROSS	BOARD MEMBER	5.00	Director	$0	$0	$0
SURAIYA KAMBANDU SCHILZ	BOARD MEMBER	35.00	Director	$28,476	$0	$28,476

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	$376,674	$366,576	$137,304	$10,098
2024	$365,776	$376,470	$127,206	$-10,694
2023	$386,694	$386,343	$137,900	$351
2022	$348,745	$350,931	$137,549	$-2,186
2021	$374,193	$330,025	$181,635	$44,168
2020	$291,125	$313,389	$137,467	$-22,264
2019	$291,157	$301,990	$115,730	$-10,833

LIFEWAYS OF WISCONSIN INC