MEQUON-THIENSVILLE COMMUNITY FOUNDATION INC (EIN 391961314) - 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

1999

Legal Domicile

Principal Officer

CARRIE HANSEN

Phone

2622383803

Tax Period

2023-01-01 to 2023-12-31

MEQUON-THIENSVILLE COMMUNITY FOUNDATION INC, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $299K in total revenue in fiscal year 2023. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $205K, a strong 69% operating margin.

Mission

TO ENHANCE THE QUALITY OF LIFE IN MEQUON AND THIENSVILLE.

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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 $299,254

Program Service Revenue $0

Investment Income $17,224

Other Revenue $-17,215

TOTAL REVENUE $299,263

Expense Breakdown

Grants Paid $72,642

Salaries & Benefits $0

Fundraising Expenses $1,385

Program Expenses $90,281

Other Expenses $21,342

TOTAL EXPENSES $93,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$299,263	$163,568	+0.8%
Expenses	$93,984	$119,026	-0.2%
Net Income	$205,279	$44,542	+3.6%

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
LORI LORENZ	PRESIDENT	3.00	Officer Director	$0	$0	$0
JIM BUTTON	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
CAREY BONGARD	SECRETARY	3.00	Officer Director	$0	$0	$0
BRIAN ERTMER	TREASURER	3.00	Officer Director	$0	$0	$0
PHILIP ECKERT	DIRECTOR	2.00	Director	$0	$0	$0
DAN GANNON	DIRECTOR	2.00	Director	$0	$0	$0
DAVID GASKIN	DIRECTOR	2.00	Director	$0	$0	$0
RON GIBB	DIRECTOR	2.00	Director	$0	$0	$0
NADINE GUIRL	DIRECTOR	2.00	Director	$0	$0	$0
JIM OTT	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA SHNEYDER	DIRECTOR	2.00	Director	$0	$0	$0
LYNN STREETER	DIRECTOR	2.00	Director	$0	$0	$0
DEB TURK	DIRECTOR	2.00	Director	$0	$0	$0
TIM VERTZ	DIRECTOR	2.00	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	$299,263	$93,984	$582,307	$205,279

MEQUON-THIENSVILLE COMMUNITY FOUNDATION INC