WEST CENTRAL WISCONSIN WORKFORCE DEVELOPMENT BOARD INC (EIN 812800705) - 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

2016

Legal Domicile

Principal Officer

JON MENZ

Phone

7152358393

Tax Period

2023-07-01 to 2024-06-30

WEST CENTRAL WISCONSIN WORKFORCE DEVELOPMENT BOARD INC, founded in 2016, is a community nonprofit in the Employment sector that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

PROMOTE POLICIES AND ACTIVITIES WHICH IMPROVE THE QUALITY OF THE WORKFORCE 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 $3,919,470

Program Service Revenue $43,039

Investment Income $0

Other Revenue $8,926

TOTAL REVENUE $3,971,435

Expense Breakdown

Grants Paid $2,408,005

Salaries & Benefits $667,633

Fundraising Expenses $0

Program Expenses $3,780,273

Other Expenses $1,046,410

TOTAL EXPENSES $4,122,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,971,435	$2,894,738	+0.4%
Expenses	$4,122,048	$2,925,031	+0.4%
Net Income	$-150,613	$-30,293	+4.0%

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

$167,946

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE OSERO	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
PETER KAZ	VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JOHN WILL	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
KEVIN LARSON	PAST PRESIDENT	1.00	Director	$0	$0	$0
JOHN WALSH	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
PATTI AUDORFF	DIRECTOR	1.00	Director	$0	$0	$0
ERIN BENSON	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA BIERMAN	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL BOOS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER CONARD	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS DRAGHI	DIRECTOR	1.00	Director	$0	$0	$0
JONI GEROUX	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH HART	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT HODEK	DIRECTOR	1.00	Director	$0	$0	$0
PETER KILDE	DIRECTOR	1.00	Director	$0	$0	$0
BRITT NORDQUIST	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA PECHA	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW RICE	DIRECTOR	1.00	Director	$0	$0	$0
JAKE STEIVANG	DIRECTOR	1.00	Director	$0	$0	$0
KATHY SWEENEY	DIRECTOR	1.00	Director	$0	$0	$0
JON MENZ	EXECUTIVE DIRECTOR	40.00	Officer	$97,561	$70,385	$167,946

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	No data	No data	No data	No data
2024	$3,971,435	$4,122,048	$1,180,740	$-150,613
2023	$2,894,738	$2,925,031	$431,847	$-30,293
2022	$1,956,067	$1,863,967	$685,894	$92,100
2021	$1,447,025	$1,436,563	$336,877	$10,462
2020	$1,276,204	$1,218,287	$326,573	$57,917
2019	$1,934,865	$1,900,484	$338,180	$34,381

WEST CENTRAL WISCONSIN WORKFORCE DEVELOPMENT BOARD INC