WSIA EDUCATION FOUNDATION (EIN 431601552) - 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

1991

Legal Domicile

Principal Officer

BRADY KELLEY

Phone

8167413910

Tax Period

2024-01-01 to 2024-12-31

WSIA EDUCATION FOUNDATION, founded in 1991, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 56% operating margin.

Mission

STUDENT EDUCATIONAL PROGRAMS, SYMPOSIUMS, AND SCHOLARSHIPS AND SUPPORT OF WSIA EDUCATION PROGRAMS.

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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 $605,650

Program Service Revenue $232,375

Investment Income $1,364,184

Other Revenue $-33,864

TOTAL REVENUE $2,168,345

Expense Breakdown

Grants Paid $316,759

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $827,536

Other Expenses $626,606

TOTAL EXPENSES $943,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,168,345	$1,395,416	+0.6%
Expenses	$943,365	$930,928	+0.0%
Net Income	$1,224,980	$464,488	+1.6%

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

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

$879,999

Total Directors

$879,999

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADY KELLEY	CEO & PRESIDENT	2.00	Officer Director	$0	$190,745	$879,999
DANIELLE WADE	CHAIR	2.00	Officer Director	$0	$0	$0
DAVID NELSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MATT LYNCH	SECRETARY	2.00	Officer Director	$0	$0	$0
KRISTEN SKENDER	TREASURER	2.00	Officer Director	$0	$0	$0
NICK ABRAHAM	IMMEDIATE PAST CHAIR	2.00	Director	$0	$0	$0
MAUREEN CAVISTON	DIRECTOR	1.00	Director	$0	$0	$0
ANNIE DAWSON	DIRECTOR (TERM START 9/2024)	1.00	Director	$0	$0	$0
DAWN D'ONOFRIO	DIRECTOR	1.00	Director	$0	$0	$0
TRIPP DUESENBERG	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE FYLAK	DIRECTOR (TERM START 9/2024)	1.00	Director	$0	$0	$0
BOB GREENEBAUM	DIRECTOR (TERM START 9/2024)	1.00	Director	$0	$0	$0
GRACE GRANT	DIRECTOR	1.00	Director	$0	$0	$0
HANK HALDEMAN	DIRECTOR	1.00	Director	$0	$0	$0
REGINA KIRWAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LARSEN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MILLER	DIRECTOR	1.00	Director	$0	$0	$0
CLINT NOKES	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN VAN CLEAVE	DIRECTOR	1.00	Director	$0	$0	$0
HOLLIS ZYGLOCKE	DIRECTOR (TERM START 9/2024)	1.00	Director	$0	$0	$0
TERRANCE MEADE	DIRECTOR (TERM END 9/2024)	1.00	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
2024	$2,168,345	$943,365	$16,017,131	$1,224,980
2023	$1,395,416	$930,928	$14,549,895	$464,488
2022	$1,180,085	$763,925	$13,384,853	$416,160
2021	$1,014,973	$1,620,194	$14,884,346	$-605,221
2020	$730,357	$455,044	$13,832,580	$275,313
2019	$1,179,517	$620,115	$12,658,695	$559,402

WSIA EDUCATION FOUNDATION