YALE WISCONSIN SCHOLARSHIP FUND INC

EIN: 396065573 501(c)(3)

MILWAUKEE, WI

Total Revenue
$10,596
Total Expenses
$4,536
Total Assets
$514,359
Net Assets
$514,359
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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
1957
Legal Domicile
WI
Principal Officer
JOHN WESLEY WARREN
Phone
4146656800
Tax Period
2023-01-01 to 2023-12-31

YALE WISCONSIN SCHOLARSHIP FUND INC, founded in 1957, is a micro nonprofit that reported $11K in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6K, a strong 57% operating margin.

Mission

SCHOLARSHIP AID FOR YALE STUDENTS FROM WISCONSIN

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $10,596
Other Revenue $0
TOTAL REVENUE $10,596

Expense Breakdown

Grants Paid $1,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $4,536
Other Expenses $3,536
TOTAL EXPENSES $4,536

Year-over-Year Comparison

2023 2022 Change
Revenue $10,596 $28,704 -0.6%
Expenses $4,536 $6,484 -0.3%
Net Income $6,060 $22,220 -0.7%
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
3
Independent Members
N/A
Employees
N/A
Volunteers
3

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHY CAREY Director 1.00
Officer Director
$0 $0 $0
JOHN WESLEY WARREN Pres/Treasurer 1.00
Officer Director
$0 $0 $0
JEFF PERZAN VP, Secretary 1.00
Officer 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
2024 No data No data No data No data
2023 $10,596 $4,536 $514,359 $6,060
2022 $28,704 $6,484 $460,746 $22,220
2021 $32,826 $22,556 $529,063 $10,270
2020 $19,368 $27,817 $482,818 $-8,449
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