People First Wisconsin Inc

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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

1987

Legal Domicile

Principal Officer

Cynthia Bentley

Phone

4144832546

Tax Period

2024-09-01 to 2025-08-31

People First Wisconsin Inc, founded in 1987, is a small nonprofit in the Human Services sector that reported $360K in total revenue in fiscal year 2024. Expenses of $347K left a modest 4% surplus.

Mission

Our mission is to provide opportunities for people with disabilities in Wisconsin to speak up and be heard about healthcare, voting, employment, housing and transportation issues.

Program Service Accomplishments

Program 1

Expenses: $285,938 Revenue: $256,125

People First Wisconsin provides education and training to people with disabilities, about their rights as citizens and consumers as well as providing training opportunities on how to exercise these...

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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 $103,601

Program Service Revenue $256,125

Investment Income $0

Other Revenue $734

TOTAL REVENUE $360,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,019

Fundraising Expenses $20,383

Program Expenses $285,938

Other Expenses $298,842

TOTAL EXPENSES $346,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$360,460	$353,704	+0.0%
Expenses	$346,861	$387,838	-0.1%
Net Income	$13,599	$-34,134	-1.4%

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

100

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

$39,905

Total Directors

$10,265

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cindy Bentley	Executive Director	030.00	Officer	$29,640	$0	$29,640
Ashley Mathy	President	001.00	Officer Director	$10,265	$0	$10,265
Josh Gretebeck	Vice President	001.00	Officer Director	$0	$0	$0
Lawrence Brown	Member	001.00	Director	$0	$0	$0
Andrew Mentzel	Member	001.00	Director	$0	$0	$0
Nealy Rothe	Member	001.00	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	$360,460	$346,861	$92,248	$13,599
2024	$353,704	$387,838	$83,369	$-34,134
2023	$368,806	$353,965	$124,801	$14,841
2022	$231,078	$216,049	$104,499	$15,029