KATIE FLOWERS ENDOWMENT INC (EIN 391994280) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

THOMAS WETZEL

Phone

7157983189

Tax Period

2024-01-01 to 2024-12-31

KATIE FLOWERS ENDOWMENT INC, founded in 2000, is a small nonprofit in the Education sector that reported $262K in total revenue in fiscal year 2024. Revenue surged 257% from the prior year, signaling strong growth momentum. The organization ran a surplus of $252K, a strong 96% operating margin.

Mission

KATIE FLOWERS ENDOWMENT SOLICITS, HOLDS, MANAGES AND EXPENDS ENDOWMENT FUNDS EXCLUSIVELY FOR THE FOREST LODGE PUBLIC LIBRUARY IN CABLE, WI

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $234,792

Program Service Revenue $0

Investment Income $26,763

Other Revenue $0

TOTAL REVENUE $261,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,104

Other Expenses $9,436

TOTAL EXPENSES $9,436

Year-over-Year Comparison

	2024	2023	Change
Revenue	$261,555	$73,325	+2.6%
Expenses	$9,436	$3,957	+1.4%
Net Income	$252,119	$69,368	+2.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MAGGIE DONOHUE	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA WESTLUND	DIRECTOR FLL	10.00	Director	$0	$0	$0
THOMAS WETZEL	TREASURER	10.00	Officer	$0	$0	$0
JANET ZIEGLER	SECRETARY	5.00	Officer	$0	$0	$0
JOANN SCHULTZ	VICE PRESIDENT	5.00	Officer	$0	$0	$0
JANIS PRIBYL	ASSISTANT TREASURER	5.00	Officer	$0	$0	$0
MELISSA RABSKA	PRESIDENT	5.00	Officer	$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	$261,555	$9,436	$707,821	$252,119

KATIE FLOWERS ENDOWMENT INC