Middleton-Cross Plains Area School District Foundation Inc (EIN 475618597) - 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

2014

Legal Domicile

Principal Officer

Amber Kiggens-Leifheit

Phone

6082391421

Tax Period

2024-07-01 to 2025-06-30

Middleton-Cross Plains Area School District Foundation Inc, founded in 2014, is a small nonprofit in the Education sector that reported $340K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $430K exceeded revenue, resulting in a 27% operating deficit.

Mission

To foster excellence within the Middleton-Cross Plains Area School District by funding innovative educational opportunities, supporting equitable access and building community partnerships.

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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 $263,683

Program Service Revenue $0

Investment Income $48,204

Other Revenue $27,658

TOTAL REVENUE $339,545

Expense Breakdown

Grants Paid $191,971

Salaries & Benefits $36,689

Fundraising Expenses $356

Program Expenses $366,825

Other Expenses $201,079

TOTAL EXPENSES $429,739

Year-over-Year Comparison

	2024	2023	Change
Revenue	$339,545	$512,506	-0.3%
Expenses	$429,739	$388,235	+0.1%
Net Income	$-90,194	$124,271	-1.7%

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

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

$33,671

Total Directors

$260,606

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dana Monogue	Director	1.00	Director	$0	$0	$260,606
Amber Kiggens-Leifheit	Executive Dir.	20.00	Officer	$33,009	$662	$33,671
Kathryn McLeod	Chairman	5.00	Officer Director	$0	$0	$0
John Scherer	Vice Chairman	1.00	Officer Director	$0	$0	$0
Marci Concotelli	Treasurer	5.00	Officer Director	$0	$0	$0
Chris Ashley	Secretary	1.00	Officer Director	$0	$0	$0
Erika Flynn	Director	1.00	Director	$0	$0	$0
Dan Gibson	Director	1.00	Director	$0	$0	$0
Christine Koeller	Director	1.00	Director	$0	$0	$0
Holly Lovell	Director	1.00	Director	$0	$0	$0
Amy Marsman	Director	1.00	Director	$0	$0	$0
Christin Milsna	Director	1.00	Director	$0	$0	$0
Dave Muehl	Director	1.00	Director	$0	$0	$0
Linda Passaglia	Director	1.00	Director	$0	$0	$0
Jeff Roepsch	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
2025	$339,545	$429,739	$1,022,731	$-90,194
2024	$512,506	$388,235	$1,090,156	$124,271
2023	$506,096	$581,328	$944,658	$-75,232
2022	$803,588	$166,174	$1,008,291	$637,414
2021	$362,808	$195,944	$421,601	$166,864
2020	$303,016	$111,678	$249,725	$191,338

Middleton-Cross Plains Area School District Foundation Inc