WISE MANAGERS INC

🔒

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

2002

Legal Domicile

Principal Officer

Roger Sachs

Phone

6087799763

Tax Period

2025-01-01 to 2025-12-31

WISE MANAGERS INC, founded in 2002, is a small nonprofit in the Human Services sector that reported $985K in total revenue in fiscal year 2025. Expenses of $920K left a modest 7% surplus.

Mission

The organization's mission is to provide financial support for Luther High School and other charitable organizations.

Program Service Accomplishments

Program 1

Expenses: $354,429 Revenue: $0

We gave funds to Luther High School, Onalaska, WI, to help reduce tuition costs.

Program 2

Expenses: $125,300 Revenue: $0

We gave funds to religious and charitable organizations, most of which are affiliated with the Wisconsin Ev. Lutheran Synod.

Program 3

Expenses: $440,224 Revenue: $0

We gave clothing and houseware items to needy families and to charitable organizations as well as paying rent and staffing.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $978,250

Program Service Revenue $0

Investment Income $6,786

Other Revenue $0

TOTAL REVENUE $985,036

Expense Breakdown

Grants Paid $479,730

Salaries & Benefits $268,598

Fundraising Expenses $0

Program Expenses $919,953

Other Expenses $171,625

TOTAL EXPENSES $919,953

Year-over-Year Comparison

	2025	2024	Change
Revenue	$985,036	$918,975	+0.1%
Expenses	$919,953	$799,282	+0.2%
Net Income	$65,083	$119,693	-0.5%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

169

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
Stephen Loehr	President	6	Officer Director	$0	$0	$0
Charles Lukasek	Vice President	10	Officer Director	$0	$0	$0
Roger Sachs	Secretary	10	Officer Director	$0	$0	$0
Cheryl Loehr	Treasurer	12	Officer Director	$0	$0	$0
Paul Kapanke	Director	12	Director	$0	$0	$0
Mimi Richmond	Director	5	Director	$0	$0	$0
Warren Johnson	Director	4	Director	$0	$0	$0
Denise Priem	Director	14	Director	$0	$0	$0
Larry Gilbertson	Director	9	Director	$0	$0	$0
James Beitlich	Director	4	Director	$0	$0	$0
Marti Clark	Director	6	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	$985,036	$919,953	$1,486,851	$65,083
2024	$918,975	$799,282	$1,500,493	$119,693
2023	$844,510	$709,069	$1,452,830	$135,441
2022	$795,974	$602,209	$1,383,685	$193,765
2021	$802,734	$567,999	$1,344,776	$234,735
2020	$567,865	$501,991	$1,210,785	$65,874