WISCONSIN ASSOCIATION OF ACCOUNTAN… - Form 990 Financial Data

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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

1955

Legal Domicile

Principal Officer

HEATHER JOHNSON

Phone

7155242302

Tax Period

2023-07-01 to 2024-06-30

WISCONSIN ASSOCIATION OF ACCOUNTANTS INC, founded in 1955, is a small nonprofit that reported $195K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

TO PROTECT THE RIGHTS OF OUR MEMBERS TO PRACTICE; TO PRIVDE HIGH QUALITY EDUCATION; AND TO PROMOTE THE HIGHEST STANDARDS OF EHTICAL CONDUCT AMONG OUR MEMBERS.

Program Service Accomplishments

Program 1

PROVIDE HIGH QUALITY CONTINUING EDUCATION AND PROMOTE THE HIGHEST STANDARD OF ETHCIAL CONDUCT AMONG OUR MEMBERS

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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 (2023)

Revenue Breakdown

Contributions & Grants $22,349

Program Service Revenue $161,089

Investment Income $11,732

Other Revenue $0

TOTAL REVENUE $195,170

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $197,271

Other Expenses $197,271

TOTAL EXPENSES $197,271

Year-over-Year Comparison

	2023	2022	Change
Revenue	$195,170	$209,615	-0.1%
Expenses	$197,271	$215,470	-0.1%
Net Income	$-2,101	$-5,855	-0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
MARK NELSON SR	DIRECTOR	N/A	Director	$0	$0	$0
JOLYNN MCINTOSH	EXECUTIVE DI	N/A	Director	$0	$0	$0
TRAVIS ANDERSON	DIRECTOR	N/A	Director	$0	$0	$0
MATT KRAEGENBRINK	DIRECTOR	N/A	Director	$0	$0	$0
DALE MILLER	SECRETARY	N/A	Officer	$0	$0	$0
HEATHER JOHNSON	TREASURER	N/A	Officer	$0	$0	$0
MARK NELSON JR	PAST PRESIDE	N/A	Officer	$0	$0	$0
NICK GREENWELL	2ND VICE PRE	N/A	Officer	$0	$0	$0
JOHN RUNKEL	1ST VICE PRE	N/A	Officer	$0	$0	$0
DIANE WOLLACK	PRESIDENT	N/A	Officer	$0	$0	$0
BEN GAUS	PAST PRESIDE	N/A	Officer	$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	$195,170	$197,271	$298,355	$-2,101
2023	$209,615	$215,470	$305,192	$-5,855
2022	$208,839	$215,906	$312,801	$-7,067
2021	$156,635	$113,094	$319,889	$43,541
2020	$269,133	$210,567	$273,007	$58,566
2019	$312,237	$232,034	$227,351	$80,203

WISCONSIN ASSOCIATION OF ACCOUNTANTS INC