Waupaca Area Chamber Foundation Inc (EIN 841908369) - 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

2019

Legal Domicile

Phone

7152587343

Tax Period

2023-01-01 to 2023-12-31

Waupaca Area Chamber Foundation Inc, founded in 2019, is a small nonprofit in the Human Services sector that reported $137K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $122K left a modest 11% surplus.

Mission

boost community involvement for individuals and businesses.

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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 $130,137

Program Service Revenue $0

Investment Income $0

Other Revenue $7,209

TOTAL REVENUE $137,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,438

Fundraising Expenses $0

Program Expenses $88,282

Other Expenses $65,562

TOTAL EXPENSES $122,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$137,346	$184,692	-0.3%
Expenses	$122,000	$136,476	-0.1%
Net Income	$15,346	$48,216	-0.7%

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

N/A

Employees

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
Ron Saari	Chairman	Director	$0	$0	$0
Lindsay Neuville	Past Chairman	Director	$0	$0	$0
Dale Hule	Past Chair	Director	$0	$0	$0
Angela Lesage	Sect/Treas	Director	$0	$0	$0
Paul Shrode	Director	Director	$0	$0	$0
Terri Schulz	President	Officer	$0	$0	$0
Adam Ross	Vice Chair	Officer	$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
2024	No data	No data	No data	No data
2023	$137,346	$122,000	$550,877	$15,346
2022	$184,692	$136,476	$547,020	$48,216
2021	$105,993	$82,656	$508,076	$23,337
2019	$205,311	$10,982	$440,376	$194,329

Waupaca Area Chamber Foundation Inc