THE WISCONSIN FBLA FOUNDATION INC (EIN 391949038) - 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

DAVID THOMAS

Phone

6086179941

Tax Period

2025-01-01 to 2025-12-31

THE WISCONSIN FBLA FOUNDATION INC, founded in 1998, is a micro nonprofit in the Education sector that reported $63K in total revenue in fiscal year 2025. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 43% operating margin.

Mission

TO PROMOTE THE EDUCATIONAL AND FINANCIAL NEEDS OF THE WISCONSIN FBLA-PBL CHAPTERS AND THEIR MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $12,446

Program Service Revenue $0

Investment Income $50,414

Other Revenue $0

TOTAL REVENUE $62,860

Expense Breakdown

Grants Paid $28,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,100

Other Expenses $7,787

TOTAL EXPENSES $35,887

Year-over-Year Comparison

	2025	2024	Change
Revenue	$62,860	$43,434	+0.4%
Expenses	$35,887	$40,623	-0.1%
Net Income	$26,973	$2,811	+8.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID THOMAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALLISON SCHNEIDER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE JANSEN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
JOE NANTZ	DIRECTOR	1.00	Director	$0	$0	$0
SYDNEY WILCOX	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT CHRISTIE	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
2025	$62,860	$35,887	$728,435	$26,973
2024	No data	No data	No data	No data
2023	$40,301	$15,079	$622,605	$25,222
2022	$23,613	$20,547	$546,562	$3,066
2021	$30,167	$13,800	$647,702	$16,367
2020	$32,593	$25,172	$525,062	$7,421

THE WISCONSIN FBLA FOUNDATION INC