INCLUSA FOUNDATION INC (EIN 813565570) - 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

CANDISE MILLER

Phone

7153434111

Tax Period

2023-01-01 to 2023-12-31

INCLUSA FOUNDATION INC, founded in 2016, is a major nonprofit in the Health Care sector that reported $348.0M in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring.

Mission

INCLUSA FOUNDATION'S MISSION IS TO ENHANCE THE HEALTH OF WISCONSINITES BY BUILDING DIVERSE AND INCLUSIVE COMMUNITIES WHERE ALL PEOPLE LIVE MORE CONNECTED LIVES THROUGH INNOVATION, PROGRAMS, AND PARTNERSHIPS THAT IMPACT OVERALL HEALTH AND WELL BEING.

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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 $2,745

Program Service Revenue $341,137,570

Investment Income $6,554,396

Other Revenue $306,195

TOTAL REVENUE $348,000,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,475,707

Fundraising Expenses $0

Program Expenses $335,565,181

Other Expenses $311,689,020

TOTAL EXPENSES $356,164,727

Year-over-Year Comparison

	2023	2022	Change
Revenue	$348,000,906	$806,731,058	-0.6%
Expenses	$356,164,727	$796,263,020	-0.6%
Net Income	$-8,163,821	$10,468,038	-1.8%

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

1576

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

$3,142,150

Total Directors

$30,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN DAY	PRESIDENT	2.00	Officer Director	$8,800	$0	$8,800
JOAN FORDHAM	VICE PRESIDENT	1.00	Officer Director	$2,200	$0	$2,200
RON CARNEY	SECRETARY/TREASURER	1.00	Officer Director	$2,200	$0	$2,200
BETH ARIMOND	DIRECTOR	1.00	Director	$2,200	$0	$2,200
KEN CORNISH	DIRECTOR	1.00	Director	$2,200	$0	$2,200
JOHN HALBEIB	DIRECTOR	1.00	Director	$2,200	$0	$2,200
JOHN KRIESEL	DIRECTOR	1.00	Director	$2,200	$0	$2,200
KAREN LUMB	DIRECTOR	1.00	Director	$2,200	$0	$2,200
STEVE MCCARTHY	DIRECTOR	1.00	Director	$2,200	$0	$2,200
GARY RANUM	DIRECTOR	1.00	Director	$2,200	$0	$2,200
JANIS RIBBENS	DIRECTOR	1.00	Director	$2,000	$0	$2,000
TARA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MARK HILLIKER	CHIEF EXECUTIVE OFFICER	40.00	Officer	$615,081	$57,322	$672,403
TIM GARRITY	CHIEF INNOVATION OFFICER	40.00	Officer	$361,001	$55,158	$416,159
PATRICK HENNEGER	CHIEF LEGAL OFFICER	40.00	Officer	$354,936	$53,877	$408,813
JOSHUA JANDRAIN	CHIEF INFORMATION OFFICER	40.00	Officer	$343,902	$58,577	$402,479
JANNA DUFFY	CHIEF OPERATIONS OFFICER	40.00	Officer	$364,675	$14,556	$379,231
JASON TAYLOR	CHIEF FINANCIAL OFFICER	40.00	Officer	$363,675	$12,929	$376,604
KRISTOPHER KUBNICK	CHIEF COMMUNITY RESOURCES (TERM AUG)	40.00	Officer	$254,171	$46,826	$300,997
CANDISE MILLER	FOUNDATION EXECUTIVE DIRECTOR	40.00	Officer	$123,427	$48,837	$172,264
BRIAN BRADLEY	EXECUTIVE DIRECTOR OF OPERATIONS	40.00	Highest	$209,068	$41,621	$250,689
KELLY SAMPLE	EXECUTIVE DIRECTOR OF OPERATIONS	40.00	Highest	$188,491	$48,692	$237,183
KEVIN KNOPE	DIRECTOR OF IT APPLICATIONS & DATA ENGINEERING	40.00	Highest	$170,977	$40,733	$211,710
AMY SWANSON	DIRECTOR PROJECT MANAGEMENT & BUSINESS ANALYSIS	40.00	Highest	$149,058	$51,604	$200,662
STACEY WARGOWSKY	SR. DIRECTOR OF CR/PR AND CARE MANAGEMENT SUPPORT	40.00	Highest	$152,372	$45,886	$198,258

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	$348,000,906	$356,164,727	$108,007,273	$-8,163,821
2023	$439,011,900	$347,317,690	$209,516,984	$91,694,210
2022	$806,731,058	$796,263,020	$206,621,989	$10,468,038
2021	$696,118,730	$671,788,786	$163,276,844	$24,329,944
2020	$660,237,571	$637,460,405	$133,376,896	$22,777,166
2019	$646,951,843	$627,500,034	$114,460,594	$19,451,809
2018	$624,716,557	$607,382,363	$95,162,877	$17,334,194

INCLUSA FOUNDATION INC