WOMAN'S CLUB OF WISCONSIN FOUNDATION INC (EIN 396098520) - Form 990 Financial Analysis & Trantor Score

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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

1965

Legal Domicile

Principal Officer

CARRIE MATTESON

Phone

4142765170

Tax Period

2024-05-01 to 2025-04-30

WOMAN'S CLUB OF WISCONSIN FOUNDATION INC, founded in 1965, is a small nonprofit that reported $161K in total revenue in fiscal year 2024. The organization ran a surplus of $37K, a strong 23% operating margin.

Mission

TO FURTHER WORTHY PHILANTHROPIC, CULTURAL, AND EDUCATIONAL ACTIVITIES.

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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 $111,215

Program Service Revenue $0

Investment Income $50,766

Other Revenue $-905

TOTAL REVENUE $161,076

Expense Breakdown

Grants Paid $58,025

Salaries & Benefits $0

Fundraising Expenses $25,871

Program Expenses $58,025

Other Expenses $65,736

TOTAL EXPENSES $123,761

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,076	$150,065	+0.1%
Expenses	$123,761	$129,774	0.0%
Net Income	$37,315	$20,291	+0.8%

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

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

$79,352

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARRIE MATTESON	PRESIDENT	2.00	Officer Director	$0	$0	$0
LAUREN POPPEN	TREASURER	2.00	Officer Director	$0	$0	$0
LYNN POTTS	SECRETARY	2.00	Officer Director	$0	$0	$0
HOLLY RYAN	DIRECTOR	2.00	Director	$0	$0	$0
KATE MUTH	DIRECTOR	2.00	Director	$0	$0	$0
MARY FLYNN	DIRECTOR	2.00	Director	$0	$0	$0
PATTIE SAVAGE	DIRECTOR	2.00	Director	$0	$0	$0
JOY TOWELL	DIRECTOR	2.00	Director	$0	$0	$0
SHARON GRAY	DIRECTOR	2.00	Director	$0	$0	$0
MISTY GUARD	DIRECTOR	2.00	Director	$0	$0	$0
PATTI MUCCIO	FINANCE & OPERATIONS MANAGER	2.00	Officer	$0	$16,971	$79,352

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	$161,076	$123,761	$1,622,066	$37,315
2024	$150,065	$129,774	$1,511,999	$20,291
2023	$116,665	$116,895	$1,393,513	$-230
2022	$203,092	$122,884	$1,407,975	$80,208
2021	$282,281	$187,379	$1,557,711	$94,902
2020	$66,761	$136,402	$1,133,774	$-69,641
2019	$324,545	$135,481	$1,227,719	$189,064
2018	$70,035	$125,326	$1,206,117	$-55,291

WOMAN'S CLUB OF WISCONSIN FOUNDATION INC