WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION (EIN 396055248) - Form 990 Financial Analysis & Trantor Score

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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

1972

Legal Domicile

Principal Officer

LISA SANBORN

Phone

2623381060

Tax Period

2024-09-01 to 2025-08-31

WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION, founded in 1972, is a small nonprofit that reported $806K in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $391K, a strong 48% operating margin.

Mission

TO ENCOURAGE GRADUATES OF WEST BEND HIGH SCHOOLS TO CONTINUE ADVANCED EDUCATION BY PROVIDING ACADEMIC AND TECHNICAL SCHOLARSHIPS.

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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 $564,389

Program Service Revenue $0

Investment Income $248,094

Other Revenue $-6,298

TOTAL REVENUE $806,185

Expense Breakdown

Grants Paid $326,225

Salaries & Benefits $54,363

Fundraising Expenses $19,044

Program Expenses $350,450

Other Expenses $34,870

TOTAL EXPENSES $415,458

Year-over-Year Comparison

	2024	2023	Change
Revenue	$806,185	$549,236	+0.5%
Expenses	$415,458	$373,419	+0.1%
Net Income	$390,727	$175,817	+1.2%

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

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

$50,500

Total Directors

$50,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN BAYER	EXECUTIVE DI	40.00	Officer Director	$50,500	$0	$50,500
JOSIE BRZEZINSKI	SECRETARY	1.00	Officer Director	$0	$0	$0
DEB CAHOON	DIRECTOR	1.00	Director	$0	$0	$0
KELLY EGAN	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA GONRING	DIRECTOR	1.00	Director	$0	$0	$0
ANDY HETEBRUEG	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE HOCKERS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARILYN HOLMQUIST	DIRECTOR	1.00	Director	$0	$0	$0
PRUDENCE PICK HWAY	DIRECTOR	1.00	Director	$0	$0	$0
SHELLY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE KIRSCH	DIRECTOR	1.00	Director	$0	$0	$0
DAVE KOHLMANN	DIRECTOR	1.00	Director	$0	$0	$0
TERRI KRAMER	DIRECTOR	1.00	Director	$0	$0	$0
TIM MERATH	DIRECTOR	1.00	Director	$0	$0	$0
KAREN O'MEARA	DIRECTOR	1.00	Director	$0	$0	$0
ROSE PETITTE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JUSTIN POGODZINSKI	DIRECTOR	1.00	Director	$0	$0	$0
LYNN PUNZENBERGER	DIRECTOR	1.00	Director	$0	$0	$0
MARY SAGGAU	DIRECTOR	1.00	Director	$0	$0	$0
LISA SANBORN	TREASURER	1.00	Officer Director	$0	$0	$0
RITA SEPERSKY	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	$806,185	$415,458	$4,734,347	$390,727
2024	$549,236	$373,419	$4,372,262	$175,817
2024	$549,236	$373,419	$4,372,262	$175,817
2023	$457,503	$373,244	$3,924,752	$84,259
2022	$502,887	$356,698	$3,812,819	$146,189
2021	$630,788	$312,846	$4,405,054	$317,942
2020	$286,808	$349,524	$3,375,305	$-62,716
2019	$400,797	$346,919	$2,990,330	$53,878

WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION