WISCONSIN LUTHERAN HIGH SCHOOL FOUNDATION INC

EIN: 392028988 501(c)(3) Religion

MILWAUKEE, WI

Total Revenue
$962,615
Total Expenses
$873,872
Total Assets
$22,214,535
Net Assets
$22,107,191
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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
2001
Legal Domicile
WI
Principal Officer
RYAN OERTEL
Phone
4144534567
Tax Period
2024-07-01 to 2025-06-30

WISCONSIN LUTHERAN HIGH SCHOOL FOUNDATION INC, founded in 2001, is a small nonprofit in the Religion sector that reported $963K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $874K left a modest 9% surplus.

Mission

SUPPORT OF WISCONSIN LUTHERAN HIGH SCHOOL.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $174,554
Program Service Revenue $0
Investment Income $788,061
Other Revenue $0
TOTAL REVENUE $962,615

Expense Breakdown

Grants Paid $712,660
Salaries & Benefits $0
Fundraising Expenses $35,512
Program Expenses $723,668
Other Expenses $161,212
TOTAL EXPENSES $873,872

Year-over-Year Comparison

2024 2023 Change
Revenue $962,615 $1,052,673 -0.1%
Expenses $873,872 $580,985 +0.5%
Net Income $88,743 $471,688 -0.8%
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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Governance

Voting Members
18
Independent Members
18
Employees
N/A
Volunteers
21

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
7
$106,624
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KENNETH FISHER PRESIDENT 1.00
Officer Director
$0 $0 $0
MARK ALBRECHT CHAIRPERSON 1.00
Officer Director
$0 $0 $0
ANDY GOEDE VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
RYAN OLSON TREASURER 1.00
Officer Director
$0 $0 $0
YVONNE QUINT SECRETARY 1.00
Officer Director
$0 $0 $0
MONICA BAER MEMBER 1.00
Director
$0 $0 $0
SCOTT BAUMAN MEMBER 1.00
Director
$0 $0 $0
VIC CAMPBELL MEMBER 1.00
Director
$0 $0 $0
RICK EASTMAN MEMBER 1.00
Director
$0 $0 $0
DAIVD FRITSCH MEMBER 1.00
Director
$0 $0 $0
JIM GUENTHER MEMBER 1.00
Director
$0 $0 $0
MARK HAHM MEMBER 1.00
Director
$0 $0 $0
STEVE HENKE MEMBER 1.00
Director
$0 $0 $0
REV DR RICHARD KRAUSE MEMBER 1.00
Director
$0 $0 $0
JOAN KRUEGER MEMBER (THRU DEC 2024) 1.00
Director
$0 $0 $0
FRED LAUTZ MEMBER (THRU DEC 2024) 1.00
Director
$0 $0 $0
ROBIN LEHINGER MEMBER 1.00
Director
$0 $0 $0
NICOLE LOHR MEMBER 1.00
Director
$0 $0 $0
MIKE MEYER MEMBER 1.00
Director
$0 $0 $0
DAVID SCHOENECK MEMBER 1.00
Director
$0 $0 $0
MATTHEW BILITZ EXECUTIVE DIRECTOR (THRU DEC 2024) 40.00
Officer
$0 $20,624 $94,067
RYAN OERTEL EXECUTIVE DIRECTOR (FROM DEC 2024) 40.00
Officer
$0 $1,343 $12,557
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 $962,615 $873,872 $22,214,535 $88,743
2024 $1,052,673 $580,985 $20,312,343 $471,688
2023 $564,702 $799,126 $17,976,533 $-234,424
2022 $1,738,939 $861,428 $16,335,612 $877,511
2021 $1,124,658 $610,526 $19,148,022 $514,132
2020 $1,253,851 $699,636 $15,088,573 $554,215
2019 $1,142,636 $699,805 $14,701,390 $442,831
2018 $2,606,503 $633,855 $13,894,477 $1,972,648
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