SHARP LITERACY INC (EIN 391963963) - 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

LYNDA WELSH

Phone

4144103200

Tax Period

2024-07-01 to 2025-06-30

SHARP LITERACY INC, founded in 1999, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $1.4M exceeded revenue, resulting in a 26% operating deficit.

Mission

FOR SHARP LITERACY'S MISSION.SHARP LITERACY SPARKS A DESIRE FOR LIFE LONG LEARNING, BRIDGING THE OPPORTUNITY GAP AND IMPACTING FAMILIES, COMMUNITIES, AND BUSINESSES IN SOUTHEASTERN WISCONSIN.

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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 $977,300

Program Service Revenue $44,390

Investment Income $65,266

Other Revenue $7,370

TOTAL REVENUE $1,094,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,017,826

Fundraising Expenses $283,459

Program Expenses $896,362

Other Expenses $364,126

TOTAL EXPENSES $1,381,952

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,094,326	$1,184,554	-0.1%
Expenses	$1,381,952	$1,590,682	-0.1%
Net Income	$-287,626	$-406,128	-0.3%

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

$237,457

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNDA WELSH	PRESIDENT/CEO	40.00	Officer	$210,318	$27,139	$237,457
MEGHAN SLOCUM	CHAIR	1.00	Officer Director	$0	$0	$0
SCHUYLER FILE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TODD CLEMENS	TREASURER	1.00	Officer Director	$0	$0	$0
LINDA FISCHER	SECRETARY	1.00	Officer Director	$0	$0	$0
GEORGE BAUMANN	PAST CHAIR	1.00	Officer Director	$0	$0	$0
JASON ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
LORI BECHTOLD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ANDRADE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BURKE	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS GALE	DIRECTOR	1.00	Director	$0	$0	$0
NORRIE DAROGA	DIRECTOR	1.00	Director	$0	$0	$0
TOM HECHT	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
RANDAL HOPPER	DIRECTOR	1.00	Director	$0	$0	$0
DANA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW KATZ	DIRECTOR	1.00	Director	$0	$0	$0
HANNAH KITZEROW	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON WEST	DIRECTOR	1.00	Director	$0	$0	$0
JAN LENNON	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA VANDER ZANDEN	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL MEYER	DIRECTOR	1.00	Director	$0	$0	$0
JIM MUELLER	DIRECTOR	1.00	Director	$0	$0	$0
BRITTANY LOPEZ NALEID	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA PORTERFIELD	DIRECTOR	1.00	Director	$0	$0	$0
DEB ROESNER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA SCHLOEMER	DIRECTOR	1.00	Director	$0	$0	$0
OMAR SHAIKH	DIRECTOR	1.00	Director	$0	$0	$0
CANDACE SPEARS	DIRECTOR	1.00	Director	$0	$0	$0
DEAN STIER	DIRECTOR	1.00	Director	$0	$0	$0
NICK SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHNNY ZIZZO	DIRECTOR	1.00	Director	$0	$0	$0
MARYBETH BUDISCH	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	$1,094,326	$1,381,952	$2,447,090	$-287,626
2024	No data	No data	No data	No data
2023	$1,886,640	$1,584,028	$2,956,614	$302,612
2022	$1,650,018	$1,552,306	$2,635,652	$97,712
2021	$1,209,168	$1,091,467	$2,871,180	$117,701
2020	$1,097,554	$1,058,144	$2,520,477	$39,410
2019	$1,144,217	$1,056,513	$2,386,456	$87,704
2018	$1,013,286	$1,003,303	$2,226,508	$9,983

SHARP LITERACY INC