NORTHEAST WISCONSIN EDUCATIONAL ALLIANCE (NEW ERA) INC (EIN 453001321) - 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

2010

Legal Domicile

Principal Officer

JEFFERY RAFN

Phone

9204986930

Tax Period

2021-07-01 to 2022-06-30

NORTHEAST WISCONSIN EDUCATIONAL ALLIANCE (NEW ERA) INC, founded in 2010, is a small nonprofit in the Employment sector that reported $171K in total revenue in fiscal year 2021. Revenue surged 100% from the prior year, signaling strong growth momentum. Expenses of $152K left a modest 11% surplus.

Mission

FOSTER REGIONAL PARTNERSHIPS AMONG THE PUBLIC COLLEGES AND UNIVERSITIES IN NORTHEAST WISCONSIN.

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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 (2021)

Revenue Breakdown

Contributions & Grants $170,000

Program Service Revenue $0

Investment Income $574

Other Revenue $0

TOTAL REVENUE $170,574

Expense Breakdown

Grants Paid $282

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $124,517

Other Expenses $151,739

TOTAL EXPENSES $152,021

Year-over-Year Comparison

	2021	2020	Change
Revenue	$170,574	$85,471	+1.0%
Expenses	$152,021	$137,103	+0.1%
Net Income	$18,553	$-51,632	-1.4%

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
MICHAEL ALEXANDER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JEFFREY RAFN	TREASURER	1.00	Officer Director	$0	$0	$0
BONNIE BAERWALD	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTOPHER CALDWELL	DIRECTOR	0.50	Director	$0	$0	$0
PAUL CARLSON	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW LEAVITT	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN MAY	DIRECTOR	0.50	Director	$0	$0	$0
JERRY MURPHY	EXECUTIVE DIRECTOR	40.00	Officer	$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
2022	$170,574	$152,021	$197,636	$18,553
2021	$85,471	$137,103	$319,627	$-51,632
2020	$173,655	$147,961	$320,800	$25,694
2019	$212,059	$223,539	$203,818	$-11,480
2018	$224,929	$198,819	$415,878	$26,110

NORTHEAST WISCONSIN EDUCATIONAL ALLIANCE (NEW ERA) INC