WISCONSIN LIONS BIRCH-STURM MEMORI… - 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

2012

Legal Domicile

Principal Officer

BRIAN DULMES

Phone

7156774969

Tax Period

2025-01-01 to 2025-12-31

WISCONSIN LIONS BIRCH-STURM MEMORIAL FUND INC, founded in 2012, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2025. Revenue surged 232% from the prior year, signaling strong growth momentum. The organization ran a surplus of $873K, a strong 64% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT FROM TIME TO TIME TO FURTHER CERTAIN OF THE EXEMPT PURPOSES OF THE WISCONSIN LIONS FOUNDATION, INC.

Program Service Accomplishments

Program 1

Expenses: $401,070

TO PROVIDE FINANCIAL SUPPORT FROM TIME TO TIME TO THE WISCONSIN LIONS FOUNDATION, INC.

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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 $101,684

Program Service Revenue $0

Investment Income $1,259,440

Other Revenue $0

TOTAL REVENUE $1,361,124

Expense Breakdown

Grants Paid $400,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $401,070

Other Expenses $87,824

TOTAL EXPENSES $487,824

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,361,124	$409,577	+2.3%
Expenses	$487,824	$381,849	+0.3%
Net Income	$873,300	$27,728	+30.5%

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

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
GREG CLARK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DARREL DWYER	DIRECTOR	1.00	Director	$0	$0	$0
PATTY KRUG	DIRECTOR	1.00	Director	$0	$0	$0
DG KAYLEEN ROSMAN	COUNCIL REP.	1.00	Director	$0	$0	$0
BRIAN DULMES	PRESIDENT	1.00	Officer Director	$0	$0	$0
DENISE GIBBONS	TREASURER	1.00	Officer Director	$0	$0	$0
JIM OLSON	SECRETARY	1.00	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	$1,361,124	$487,824	$10,454,439	$873,300
2024	$409,577	$381,849	$9,361,209	$27,728
2023	$228,741	$471,864	$7,948,303	$-243,123
2022	$532,200	$365,921	$6,968,761	$166,279
2021	$498,923	$92,559	$8,487,470	$406,364
2020	$566,931	$252,001	$7,383,876	$314,930
2019	$292,616	$203,462	$6,381,403	$89,154
2018	$172,832	$168,673	$5,406,353	$4,159

WISCONSIN LIONS BIRCH-STURM MEMORIAL FUND INC