FORT ATKINSON COMMUNITY FOUNDATION

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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

1973

Legal Domicile

Principal Officer

LISA CARAS

Phone

9205633210

Tax Period

2024-07-01 to 2025-06-30

FORT ATKINSON COMMUNITY FOUNDATION, founded in 1973, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $5.5M exceeded revenue, resulting in a 90% operating deficit.

Mission

TO RECEIVE DONATIONS FOR EDUCATIONAL, CULTURAL, CHARITABLE, OR BENEVOLENT PURPOSES AND USE THEM TO BENEFIT OUR RESIDENTS AND ENHANCE THE QUALITY OF LIFE IN THE FORT ATKINSON AREA

Program Service Accomplishments

Program 1

Expenses: $5,101,676

THE FOUNDATION RECEIVES NUMEROUS GRANT REQUESTS FOR ASSISTANCE TO PROVIDE FUNDS FOR PROJECTS BENEFITTING THE COMMUNITY OF FORT ATKINSON. GRANTS ARE PRIMARILY GIVEN FOR CAPITAL IMPROVEMENTS AND...

THE FOUNDATION RECEIVES NUMEROUS GRANT REQUESTS FOR ASSISTANCE TO PROVIDE FUNDS FOR PROJECTS BENEFITTING THE COMMUNITY OF FORT ATKINSON. GRANTS ARE PRIMARILY GIVEN FOR CAPITAL IMPROVEMENTS AND EQUIPMENT, BUT NOT OPERATING EXPENSES.

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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 $1,840,333

Program Service Revenue $0

Investment Income $1,042,214

Other Revenue $0

TOTAL REVENUE $2,882,547

Expense Breakdown

Grants Paid $5,101,676

Salaries & Benefits $96,938

Fundraising Expenses $0

Program Expenses $5,101,676

Other Expenses $266,624

TOTAL EXPENSES $5,465,238

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,882,547	$2,100,892	+0.4%
Expenses	$5,465,238	$1,143,331	+3.8%
Net Income	$-2,582,691	$957,561	-3.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SALLY KOEHLER	PAST CHAIRMAN	3.00	Officer Director	$0	$0	$0
LISA CARAS	CHAIRMAN	3.00	Officer Director	$0	$0	$0
JAMES SCHULENBURG	VICE CHAIRMAN	3.00	Officer Director	$0	$0	$0
BONNIE GEYER	TREASURER	3.00	Officer Director	$0	$0	$0
ROBERT CASSIDAY	SECRETARY	3.00	Officer Director	$0	$0	$0
WHITNEY TOWNSEND	DIRECTOR	3.00	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
2025	$2,882,547	$5,465,238	$41,905,451	$-2,582,691
2024	$2,100,892	$1,143,331	$39,692,452	$957,561
2023	$1,080,379	$942,322	$34,862,486	$138,057
2022	$2,218,885	$1,369,511	$32,304,727	$849,374
2021	$2,355,590	$957,220	$35,811,479	$1,398,370
2020	$217,449	$1,124,058	$28,598,672	$-906,609
2019	$726,798	$1,125,243	$28,361,850	$-398,445