WISCONSIN REALTORS FOUNDATION INC

EIN: 510195146 501(c)(3)

MADISON, WI

Total Revenue
$144,299
Total Expenses
$85,046
Total Assets
$1,049,763
Net Assets
$1,049,727
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
WI
Principal Officer
TINA BALAKA
Phone
6082412047
Tax Period
2023-01-01 to 2023-12-31

WISCONSIN REALTORS FOUNDATION INC, founded in 1976, is a small nonprofit that reported $144K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $59K, a strong 41% operating margin.

Mission

TO PROMOTE GREATER TECHNICAL COMPETENCY AND HIGHER PROFESSIONAL STANDARDS IN THE REAL ESTATE INDUSTRY, TO SPONSOR RESEARCH PROJECTS ON REAL ESTATE AND RELATED MATTERS AND TO DISSEMINATE THE RESULTS OF THE RESEARCH PROJECTS TO THE PUBLIC, AND TO ENGAGE IN AND SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $125,985
Program Service Revenue $0
Investment Income $12,113
Other Revenue $6,201
TOTAL REVENUE $144,299

Expense Breakdown

Grants Paid $65,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $83,033
Other Expenses $20,046
TOTAL EXPENSES $85,046

Year-over-Year Comparison

2023 2022 Change
Revenue $144,299 $153,102 -0.1%
Expenses $85,046 $58,836 +0.4%
Net Income $59,253 $94,266 -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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
10
Employees
N/A
Volunteers
12

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
3
$459,421
Total Directors
12
$459,421
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TINA BALAKA CHAIRPERSON 0.07
Officer Director
$0 $0 $0
JARED JAMROZY VICE-CHAIRPERSON AND TREASURER 0.07
Officer Director
$0 $0 $0
MICHAEL THEO SECRETARY 0.07
Officer Director
$0 $34,520 $459,421
JOHN FLOR DIRECTOR 0.07
Director
$0 $0 $0
GAIL HOWARD DIRECTOR 0.07
Director
$0 $0 $0
CAREY MAURER-MARTIN DIRECTOR 0.07
Director
$0 $0 $0
GINA MOE-KNUTSON DIRECTOR 0.07
Director
$0 $0 $0
JOHNATHAN SAYAS DIRECTOR 0.07
Director
$0 $0 $0
MATTHEW SEEGERT DIRECTOR 0.07
Director
$0 $0 $0
CHRISTOPHER STARK DIRECTOR 0.07
Director
$0 $0 $0
COURTNEY STEFANIAK DIRECTOR 0.07
Director
$0 $0 $0
PETER SVEUM DIRECTOR (THRU JUNE 2023) 0.07
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 $144,299 $85,046 $1,049,763 $59,253
2022 $153,102 $58,836 $932,203 $94,266
2021 $170,919 $95,362 $915,985 $75,557
2020 $198,363 $58,037 $646,736 $140,326
2019 $194,561 $84,291 $505,413 $110,270
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