WISCONSIN SCHOOL ADMINISTRATORS ALLIANCE (EIN 811268396) - 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

2015

Legal Domicile

Principal Officer

DEANNA PETTACK

Phone

6082421370

Tax Period

2024-07-01 to 2025-06-30

WISCONSIN SCHOOL ADMINISTRATORS ALLIANCE, founded in 2015, is a small nonprofit in the Education sector that reported $372K in total revenue in fiscal year 2024.

Mission

THE MISSION OF THE WISCONSIN SCHOOL ADMINISTRATORS' ALLIANCE IS TO REPRESENT THE INTERESTS OF WISCONSIN SCHOOL CHILDREN. THE SAA ADVOCATES ON BEHALF OF SCHOOL LEADERS IN THEIR EFFORT TO STRENGTHEN WISCONSIN'S NATIONAL LEADERSHIP IN EDUCATION TO ENSURE THAT WISCONSIN'S CHILDREN RECEIVE THE HIGHEST QUALITY EDUCATION POSSIBLE.

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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 $0

Program Service Revenue $372,187

Investment Income $0

Other Revenue $0

TOTAL REVENUE $372,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $248,054

Fundraising Expenses $0

Program Expenses $317,235

Other Expenses $122,245

TOTAL EXPENSES $370,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$372,187	$370,937	+0.0%
Expenses	$370,299	$358,044	+0.0%
Net Income	$1,888	$12,893	-0.9%

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

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

$135,417

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BARRY	DIRECTOR	1.00	Director	$0	$0	$0
JON BALES	DIRECTOR	1.00	Director	$0	$0	$0
GAIL ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE GOLDEN	DIRECTOR	1.00	Director	$0	$0	$0
DEANNA PETTACK	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$135,417

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	$372,187	$370,299	$172,781	$1,888
2024	$370,937	$358,044	$145,086	$12,893
2023	$426,487	$418,254	$135,590	$8,233
2022	$316,687	$316,704	$124,756	$-17
2021	$308,625	$293,721	$142,535	$14,904
2020	$311,750	$289,827	$108,978	$21,923
2019	$310,955	$301,384	$105,756	$9,571
2018	$301,430	$278,683	$93,013	$22,747

WISCONSIN SCHOOL ADMINISTRATORS ALLIANCE