GREATER WISCONSIN OPPORTUNITIES FUND INC (EIN 452568919) - 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

2011

Legal Domicile

Principal Officer

ELMER MOORE JR

Phone

6082667884

Tax Period

2024-01-01 to 2024-12-31

GREATER WISCONSIN OPPORTUNITIES FUND INC, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $325K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $166K, a strong 51% operating margin.

Mission

SERVICING LOW-INCOME COMMUNITIES (AS DEFINED IN 26 U.S.C. SECTION 45D) OR LOW-INCOME PERSONS (AS DEFINED IN 66 FR 65807).

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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 $0

Program Service Revenue $325,318

Investment Income $0

Other Revenue $0

TOTAL REVENUE $325,318

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $159,054

Other Expenses $159,054

TOTAL EXPENSES $159,054

Year-over-Year Comparison

	2024	2023	Change
Revenue	$325,318	$487,512	-0.3%
Expenses	$159,054	$219,648	-0.3%
Net Income	$166,264	$267,864	-0.4%

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
BRETT GERBER	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
TERESE M CARO	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
RYAN ZERWER	TREASURER AND SECRETARY	1.00	Officer Director	$0	$0	$0
STACEY WAGNER	ASSISTANT TREASURER/SECRET	1.00	Officer Director	$0	$0	$0
TOM PATZMAN	DIRECTOR	1.00	Director	$0	$0	$0
WENDY K BAUMANN	DIRECTOR	1.00	Director	$0	$0	$0
ELMER MOORE JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY MEJCHAR	DIRECTOR	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	$325,318	$159,054	$4,663,010	$166,264
2023	$487,512	$219,648	$4,778,356	$267,864
2022	$569,804	$211,520	$4,515,817	$358,284
2021	$656,187	$156,094	$4,462,641	$500,093
2020	$867,375	$217,248	$3,978,818	$650,127
2019	$889,838	$214,270	$3,458,478	$675,568
2018	$2,087,689	$1,143,370	$3,429,134	$944,319

GREATER WISCONSIN OPPORTUNITIES FUND INC