WIESE FOUNDATION (EIN 421090327) - 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

1995

Legal Domicile

Phone

5152493392

Tax Period

2025-01-01 to 2025-12-31

WIESE FOUNDATION, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $795K in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $447K, a strong 56% operating margin.

Mission

SUPPORT OF SIX NONPROFIT BENEFICIARIES

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $672,475

Other Revenue $122,732

TOTAL REVENUE $795,207

Expense Breakdown

Grants Paid $308,589

Salaries & Benefits $7,875

Fundraising Expenses $0

Program Expenses $308,589

Other Expenses $31,464

TOTAL EXPENSES $347,928

Year-over-Year Comparison

	2025	2024	Change
Revenue	$795,207	$645,371	+0.2%
Expenses	$347,928	$347,072	+0.0%
Net Income	$447,279	$298,299	+0.5%

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

$7,875

Total Directors

$7,875

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL LICKTEIG	SEC, ASST TREAS	5.00	Officer Director	$7,875	$0	$7,875
BARRY BENGTSON	Trustee	0.00	Director	$0	$0	$0
WILLIAM CLARK	President	0.00	Officer Director	$0	$0	$0
DONNA EMMERT	Trustee	0.00	Director	$0	$0	$0
MARK POWELL	Trustee	0.00	Director	$0	$0	$0
RICHARD JONES	Vice President	0.00	Officer Director	$0	$0	$0
DR RANDY MCCAULLEY	Trustee	0.00	Director	$0	$0	$0
JON S PETERS	Treasurer	0.00	Officer Director	$0	$0	$0
KENDALL RATHJE	Trustee	0.00	Director	$0	$0	$0
KIRK VAN KIRK	Trustee	0.00	Director	$0	$0	$0
ANGELA MORTOZA	Trustee	0.00	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	$795,207	$347,928	$8,960,561	$447,279
2024	$645,371	$347,072	$8,513,282	$298,299
2023	$439,183	$370,384	$8,214,983	$68,799
2022	$372,840	$370,392	$8,146,184	$2,448
2021	$770,699	$547,858	$8,143,736	$222,841
2020	$329,557	$297,018	$7,920,895	$32,539
2019	$339,324	$313,857	$7,888,357	$25,467

WIESE FOUNDATION