TOWN OF SUMNER COMMUNITY FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

DAVID MANSFIELD

Phone

6513573132

Tax Period

2023-01-01 to 2023-12-31

TOWN OF SUMNER COMMUNITY FOUNDATION, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $289K in total revenue in fiscal year 2023. The organization ran a surplus of $215K, a strong 74% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO GROW AND MAXIMIZE EARNINGS TO BE USED FOR THE BENEFIT OF, AND TO ENRICH THE LIVES OF THE RESIDENTS OF THE TOWNSHIP OF SUMNER, BARRON COUNTY, WISCONSIN

Program Service Accomplishments

Program 1

Expenses: $44,244

PROVIDE FUNDS FOR TOWN PROJECTS AND NEW EQUIPMENT

Program 2

Expenses: $9,000

PROVIDE FUNDS FOR SCHOLARSHIPS FOR AREA STUDENTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $248,471

Program Service Revenue $0

Investment Income $40,988

Other Revenue $0

TOTAL REVENUE $289,459

Expense Breakdown

Grants Paid $53,244

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,244

Other Expenses $21,264

TOTAL EXPENSES $74,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$289,459	$271,172	+0.1%
Expenses	$74,508	$67,282	+0.1%
Net Income	$214,951	$203,890	+0.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM PANNIER	PRESIDENT	0.50	Officer Director	$0	$0	$0
STEVEN BECKER	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
DAVE MANSFIELD	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
BRETT WALSH	DIRECTOR	0.25	Director	$0	$0	$0
MARK ZIMMER	DIRECTOR	0.25	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$289,459	$74,508	$2,109,120	$214,951
2022	$271,172	$67,282	$1,695,583	$203,890
2021	$431,305	$66,388	$1,745,962	$364,917
2020	$218,150	$55,654	$1,357,606	$162,496
2019	$404,253	$78,446	$1,205,450	$325,807
2018	$435,761	$80,944	$752,870	$354,817