OCONOMOWOC AREA FOUNDATION INC (EIN 753266194) - 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

2008

Legal Domicile

Principal Officer

YELENA CHESTER

Phone

4142725805

Tax Period

2024-01-01 to 2024-12-31

OCONOMOWOC AREA FOUNDATION INC, founded in 2008, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.0M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $1.3M exceeded revenue, resulting in a 29% operating deficit.

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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 $384,557

Program Service Revenue $0

Investment Income $653,894

Other Revenue $0

TOTAL REVENUE $1,038,451

Expense Breakdown

Grants Paid $1,097,081

Salaries & Benefits $0

Fundraising Expenses $13,575

Program Expenses $1,097,081

Other Expenses $246,377

TOTAL EXPENSES $1,343,458

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,038,451	$959,711	+0.1%
Expenses	$1,343,458	$1,005,044	+0.3%
Net Income	$-305,007	$-45,333	+5.7%

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

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

$935,323

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB JOHNSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT W SNYDER	DIRECTOR	1.00	Director	$0	$0	$0
TERRANCE HOLAHAN	DIRECTOR	1.00	Director	$0	$0	$0
RANDY BOURDO	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN KAY	SECRETARY	1.00	Officer Director	$0	$0	$0
KATIE NEWCOMB	DIRECTOR	1.00	Director	$0	$0	$0
TODD SCHEID	DIRECTOR	1.00	Director	$0	$0	$0
GLENN HANON	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN SCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
PAT MCNAMEE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN PEHLER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA STACK	DIRECTOR	1.00	Director	$0	$0	$0
REBBECCA SEYMOUR	DIRECTOR	1.00	Director	$0	$0	$0
PAUL JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
NATE ZASTRO	DIRECTOR	1.00	Director	$0	$0	$0
NICK BICKLER	DIRECTOR	1.00	Director	$0	$0	$0
AMY KAVELARIS	DIRECTOR	1.00	Director	$0	$0	$0
CURT DOWNS	DIRECTOR (START 12/24)	1.00	Director	$0	$0	$0
CURT OLSON	DIRECTOR (START 12/24)	1.00	Director	$0	$0	$0
KEN ROBERTSON	ASSISTANT TREASURER (END 8/24)	1.00	Officer	$0	$23,523	$199,749
ELLEN GILLIGAN	SECRETARY (END 8/24)	1.00	Officer	$0	$61,114	$342,082
GREGORY WESLEY	ASSISTANT SECRETARY (START 8/24)	1.00	Officer	$0	$0	$223,168
YELENA CHESTER	ASSISTANT TREASURER (START 8/24)	1.00	Officer	$0	$39,382	$170,324

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	$1,038,451	$1,343,458	$14,077,637	$-305,007
2023	$959,711	$1,005,044	$13,474,944	$-45,333
2022	$1,521,619	$1,103,043	$12,412,430	$418,576
2021	$2,221,289	$1,157,961	$14,443,013	$1,063,328
2020	$1,147,061	$1,229,652	$12,978,145	$-82,591

OCONOMOWOC AREA FOUNDATION INC