WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION

EIN: 396055248 501(c)(3)

WEST BEND, WI

Total Revenue
$806,185
Total Expenses
$415,458
Total Assets
$4,734,347
Net Assets
$4,731,756
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
WI
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.

Program Service Accomplishments

Program 1
Expenses: $326,225

GRANT AND SCHOLARSHIPS TO INDIVIDUALS AND SYMPHONY FOR EDUCATIONAL PURPOSES. ESTIMATED 133 PEOPLE SERVED.

Program 2
Expenses: $24,225

INTRODUCE FOURTH GRADE STUDENTS TO THE SYMPHONY AND TO THE SCHOLARSHIP FOUNDATION. APPROXIMATELY 1,000 STUDENTS INVOLVED.

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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 $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

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Governance

Voting Members
20
Independent Members
20
Employees
1
Volunteers
63

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
5
$50,500
Total Directors
21
$50,500
Key Employees
0
$0
Highest Compensated
0
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
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