ST COLETTA OF WISCONSIN CHARITABLE FOUNDATION INC

EIN: 392035446 501(c)(3) Education

JEFFERSON, WI

Total Revenue
$739,710
Total Expenses
$134,103
Total Assets
$8,543,810
Net Assets
$4,309,849
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
WI
Principal Officer
JAIME STEFFEN
Phone
9206744330
Tax Period
2024-07-01 to 2025-06-30

ST COLETTA OF WISCONSIN CHARITABLE FOUNDATION INC, founded in 2007, is a small nonprofit in the Education sector that reported $740K in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $606K, a strong 82% operating margin.

Mission

ST. COLETTA OF WISCONSIN CHARITABLE FOUNDATION, INC. WAS ESTABLISHED TO ACQUIRING, MANAGING, INVESTING, ADMINISTERING, AND DISBURSING FUNDS FOR CAPITAL IMPROVEMENTS AND ADDITIONS TO THE FACILITIES OF, TO THE GIVING, GRANTING AND LOANING OF OPERATING FUNDS TO, AND OTHERWISE TO PROVIDE FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ST. COLETTA OF WISCONSIN, INC.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $102,377
Investment Income $637,333
Other Revenue $0
TOTAL REVENUE $739,710

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $134,103
TOTAL EXPENSES $134,103

Year-over-Year Comparison

2024 2023 Change
Revenue $739,710 $408,422 +0.8%
Expenses $134,103 $163,740 -0.2%
Net Income $605,607 $244,682 +1.5%
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

Sign In

Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

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
2
$0
Total Directors
7
$194,573
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBIN BAKER DIRECTOR 1.00
Director
$0 $5,898 $194,573
JAIME STEFFEN CHAIR 1.00
Officer Director
$0 $0 $0
PHILIP MILLER VICE CHAIR 1.00
Officer Director
$0 $0 $0
BRETT FARREL DIRECTOR 1.00
Director
$0 $0 $0
JEAN KELLEY DIRECTOR 1.00
Director
$0 $0 $0
S BUD KEMPEN DIRECTOR 1.00
Director
$0 $0 $0
SR MARY LEA SCHNEIDER 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 $739,710 $134,103 $8,543,810 $605,607
2024 $408,422 $163,740 $5,859,352 $244,682
2023 $389,966 $133,597 $5,285,253 $256,369
2022 $-182,784 $164,848 $5,916,664 $-347,632
2022 $-182,784 $164,848 $5,916,664 $-347,632
2021 $1,507,389 $148,817 $7,974,228 $1,358,572
2020 $238,131 $147,623 $7,681,482 $90,508
Explore More Nonprofits
Top 100 Nonprofits in Wisconsin Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare ST COLETTA OF WISCONSIN CHARITABLE FOUNDATION INC with other nonprofits in Wisconsin and across the country.