WISCONSIN COUNCIL ON ECONOMIC EDUCATION INC (EIN 396076951) - Form 990 Financial Analysis & Trantor Score

🔒

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

1963

Legal Domicile

Principal Officer

JULIE GLAUNERT

Phone

4142219400

Tax Period

2023-01-01 to 2023-12-31

WISCONSIN COUNCIL ON ECONOMIC EDUCATION INC, founded in 1963, is a small nonprofit in the Social Science sector that reported $267K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $311K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO ENHANCE THE QUALITY AND QUANTITY OF ECONOMICS EDUCATION IN WISCONSIN.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $242,853

Program Service Revenue $16,870

Investment Income $7,476

Other Revenue $0

TOTAL REVENUE $267,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $123,096

Fundraising Expenses $0

Program Expenses $216,836

Other Expenses $187,992

TOTAL EXPENSES $311,088

Year-over-Year Comparison

	2023	2022	Change
Revenue	$267,199	$301,793	-0.1%
Expenses	$311,088	$269,742	+0.2%
Net Income	$-43,889	$32,051	-2.4%

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

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

$123,096

Total Directors

$123,096

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE GLAUNERT	EXECUTIVE DI	40.00	Officer Director	$123,096	$0	$123,096
CLIFFORD HENRICKSON	CHAIR	N/A	Officer Director	$0	$0	$0
JAMES H HUNTER	VICE CHAIR	N/A	Officer Director	$0	$0	$0
CHARLES R REVIE	SECRETARY	N/A	Officer Director	$0	$0	$0
RICHARD S HENSLEY	TREASURER	N/A	Officer Director	$0	$0	$0
DAVID MITCHELL	DIRECTOR	N/A	Director	$0	$0	$0
RODNEY LYNK	DIRECTOR	N/A	Director	$0	$0	$0
WILLIE JOHNSON JR	DIRECTOR	N/A	Director	$0	$0	$0
ARIAM KESETE	DIRECTOR	N/A	Director	$0	$0	$0
KRISTEN MCDANIEL	DIRECTOR	N/A	Director	$0	$0	$0
DEAN MULLER	DIRECTOR	N/A	Director	$0	$0	$0
JAMES R NELSEN	DIRECTOR	N/A	Director	$0	$0	$0
SUE NELSON	DIRECTOR	N/A	Director	$0	$0	$0
ERIC GOLDSCHMIDT	DIRECTOR	N/A	Director	$0	$0	$0
THOMAS MYERS	DIRECTOR	N/A	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	$267,199	$311,088	$282,293	$-43,889
2022	$301,793	$269,742	$295,321	$32,051
2021	$263,380	$126,092	$292,276	$137,288
2021	$205,746	$271,130	$302,327	$-65,384
2020	$226,470	$230,945	$183,859	$-4,475
2018	$336,771	$319,488	$289,246	$17,283

WISCONSIN COUNCIL ON ECONOMIC EDUCATION INC