Forever Wisconsin Inc

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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

2018

Legal Domicile

Principal Officer

James Blank

Phone

9203620080

Tax Period

2018-01-01 to 2018-12-31

Forever Wisconsin Inc, founded in 2018, is a small nonprofit in the Civil Rights & Advocacy sector that reported $458K in total revenue in fiscal year 2018.

Mission

To promote social welfare through education and outreach about the benefits of maintaining and improving Wisconsinites quality of life, including by providing for a better environment, stronger education system, safer communities, fair taxation and balanced regulation.

Program Service Accomplishments

Program 1

Expenses: $82,378 Revenue: $0

Research and Polling - conduct studies and gather information on public policy issues central to FWI's exempt purpose and mission.

Program 2

Expenses: $348,520 Revenue: $0

Issue Advocacy and Grassroots Communications - engage in issue advocacy, grassroots organizing and communications, and other awareness initiatives and outreach.

Program 3

Expenses: $20,000 Revenue: $0

Limited Political Activities - engage in limited political activities through grants to other organizations.

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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 (2018)

Revenue Breakdown

Contributions & Grants $458,048

Program Service Revenue $0

Investment Income $23

Other Revenue $0

TOTAL REVENUE $458,071

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $450,898

Other Expenses $435,347

TOTAL EXPENSES $455,347

Year-over-Year Comparison

	2018	2017	Change
Revenue	$458,071	N/A	N/A
Expenses	$455,347	N/A	N/A
Net Income	$2,724	N/A	N/A

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
James Blank	President/Treasurer	20.00	Officer Director	$0	$0	$0
Ronald K Sunne	Director	0.08	Director	$0	$0	$0
Linda A Sweeney	Secretary	0.08	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
2018	$458,071	$455,347	$2,724	$2,724