THE EVJUE FOUNDATION INC

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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

1958

Legal Domicile

Principal Officer

PAUL FANLUND

Phone

6082526401

Tax Period

2024-03-01 to 2025-02-28

THE EVJUE FOUNDATION INC, founded in 1958, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $738K, a strong 23% operating margin.

Mission

THE EVJUE FOUNDATION IS A PUBLIC CHARITY ORGANIZED UNDER CHAPTER 181 OF THE WISCONSIN STATUTES TO MAKE CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL, CIVIC AND CULTURAL ORGANIZATIONS IN SUPPORT OF ACTIVITIES WHICH BENEFIT OR CARRY OUT THE PURPOSES OF THE MADISON COMMUNITY FOUNDATION AND THE UNIVERSITY OF WISCONSIN FOUNDATION. THE FOUNDATION IS THE CHARITABLE ARM OF THE CAPITAL TIMES COMPANY.

Program Service Accomplishments

Program 1

Expenses: $2,262,379

CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL, CIVIC AND CULTURAL ORGANIZATIONS.

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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 $1,606,233

Program Service Revenue $0

Investment Income $1,666,703

Other Revenue $0

TOTAL REVENUE $3,272,936

Expense Breakdown

Grants Paid $2,262,379

Salaries & Benefits $115,836

Fundraising Expenses $0

Program Expenses $2,262,379

Other Expenses $156,690

TOTAL EXPENSES $2,534,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,272,936	$2,192,952	+0.5%
Expenses	$2,534,905	$2,419,713	+0.0%
Net Income	$738,031	$-226,761	-4.3%

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

N/A

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

$72,000

Total Directors

$966,025

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE LUCKE	DIRECTOR	1.00	Director	$0	$28,966	$257,477
BOB SORGE	DIRECTOR	1.00	Director	$0	$53,538	$304,148
BRENDA GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
DAVE ZWEIFEL	SECRETARY	2.00	Officer Director	$12,000	$0	$12,000
DAWN LUSSIER	DIRECTOR	1.00	Director	$12,000	$0	$12,000
ERIC SALISBURY	DIRECTOR	1.00	Director	$0	$21,093	$248,410
JAMES D LUSSIER	PRESIDENT	2.00	Officer Director	$12,000	$0	$12,000
LAURA J LUSSIER-LEE	DIRECTOR	1.00	Director	$12,000	$0	$12,000
MARION F BROWN	DIRECTOR	1.00	Director	$0	$0	$0
MARK GREENE	DIRECTOR	1.00	Director	$0	$0	$0
PAM WELLS	TREASURER	2.00	Officer Director	$12,000	$0	$12,000
PAUL FANLUND	VICE-PRESIDENT	2.00	Officer Director	$12,000	$0	$12,000
THERESE GULBRANSEN	DIRECTOR	1.00	Director	$0	$0	$0
TOM LINFIELD	DIRECTOR	1.00	Director	$0	$6,005	$71,990
NANCY GAGE	DIRECTOR	1.00	Director	$12,000	$0	$12,000
MICHELLE REYNOLDS	EXECUTIVE DIRECTOR	4.00	Officer	$24,000	$0	$24,000

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	$3,272,936	$2,534,905	$30,254,985	$738,031
2024	$2,192,952	$2,419,713	$27,743,306	$-226,761
2023	$2,913,449	$3,053,580	$25,680,469	$-140,131
2022	$3,896,003	$2,222,423	$28,866,251	$1,673,580
2021	$2,903,695	$1,925,612	$27,740,173	$978,083
2020	$2,937,292	$2,987,931	$23,524,999	$-50,639
2019	$2,709,410	$2,553,128	$22,833,850	$156,282