WISCONSIN ECONOMIC DEVELOPMENT ASSOCIATION INC (EIN 510180680) - 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

1974

Legal Domicile

Principal Officer

KATHRYN BERGER

Phone

6082555666

Tax Period

2023-01-01 to 2023-12-31

WISCONSIN ECONOMIC DEVELOPMENT ASSOCIATION INC, founded in 1974, is a small nonprofit that reported $530K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $451K left a modest 15% surplus.

Mission

PROVIDING SERVICES TO MEMBERS TO ADVANCE COMMUNITY DEVELOPMENT AND ECONOMIC ADVANCEMENT IN 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 (2023)

Revenue Breakdown

Contributions & Grants $152,890

Program Service Revenue $372,564

Investment Income $2,450

Other Revenue $2,340

TOTAL REVENUE $530,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $216,365

Fundraising Expenses $0

Other Expenses $234,975

TOTAL EXPENSES $451,340

Year-over-Year Comparison

	2023	2022	Change
Revenue	$530,244	$408,485	+0.3%
Expenses	$451,340	$395,680	+0.1%
Net Income	$78,904	$12,805	+5.2%

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

$102,384

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY PERRY	PRESIDENT AND CEO	40.00	Officer	$99,488	$2,896	$102,384
SHELDON JOHNSON	CHAIR	2.00	Officer Director	$0	$0	$0
MELISSA HUNT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KATHRYN BERGER	TREASURER	2.00	Officer Director	$0	$0	$0
DONNA WALKER	PAST CHAIR	2.00	Officer Director	$0	$0	$0
LIZ BRODEK	DIRECTOR	2.00	Director	$0	$0	$0
PAM CHRISTENSON	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA CLOSE	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA DESCHANE	DIRECTOR	2.00	Director	$0	$0	$0
BRAD ELMER	DIRECTOR	2.00	Director	$0	$0	$0
CAROLYN ENGEL	DIRECTOR	2.00	Director	$0	$0	$0
DAWN FOLLENDORF	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN GADOW	DIRECTOR	2.00	Director	$0	$0	$0
JENNY KUDERER-RADCLIFFE	DIRECTOR	2.00	Director	$0	$0	$0
DEAN PRESTEGAARD	DIRECTOR	2.00	Director	$0	$0	$0
CAROL ROTH	DIRECTOR	2.00	Director	$0	$0	$0
CHARLIE WALKER	DIRECTOR	2.00	Director	$0	$0	$0
AARON WHITE	DIRECTOR	2.00	Director	$0	$0	$0
BON WIKENHEISER	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE ZWASKA	DIRECTOR	2.00	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	No data	No data	No data	No data
2023	$530,244	$451,340	$421,171	$78,904
2022	$408,485	$395,680	$280,855	$12,805
2021	$364,540	$360,077	$176,162	$4,463
2020	$415,171	$382,863	$165,683	$32,308
2019	$436,271	$421,631	$122,492	$14,640
2018	$436,870	$403,168	$117,778	$33,702

WISCONSIN ECONOMIC DEVELOPMENT ASSOCIATION INC