WISCONSIN PUBLIC TRANSPORTATION ASSOCIATION INC (EIN 815264773) - 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

ADAM LORENTZ

Phone

2243576748

Tax Period

2023-01-01 to 2023-12-31

WISCONSIN PUBLIC TRANSPORTATION ASSOCIATION INC, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $151K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $36K, a strong 24% operating margin.

Mission

THE ASSOCIATION MEMBERS WORK TO IMPROVE ACCESS AND EFFICIENCY OF TRANSIT SYSTEMS ACROSS THE STATE OF 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 $0

Program Service Revenue $146,349

Investment Income $5,074

Other Revenue $0

TOTAL REVENUE $151,423

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $115,551

TOTAL EXPENSES $115,551

Year-over-Year Comparison

	2023	2022	Change
Revenue	$151,423	$177,040	-0.1%
Expenses	$115,551	$146,031	-0.2%
Net Income	$35,872	$31,009	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA SMITH	CHAIR	4.00	Officer Director	$0	$0	$0
JULIE ESCH	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
ADAM LORENTZ	TREASURER	4.00	Officer Director	$0	$0	$0
TERI DOWNING	SECRETARY	4.00	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$151,423	$115,551	$268,643	$35,872
2022	$177,040	$146,031	$281,423	$31,009
2021	$83,228	$85,813	$226,199	$-2,585
2020	$127,617	$107,417	$211,278	$20,200
2019	$203,135	$187,539	$184,147	$15,596
2018	$128,648	$104,276	$168,769	$24,372

WISCONSIN PUBLIC TRANSPORTATION ASSOCIATION INC