WOMEN AND GIRLS FUND OF WAUKESHA C… - Form 990 Financial Data

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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

2020

Legal Domicile

Principal Officer

KARIE STUPEK

Phone

2628753126

Tax Period

2023-01-01 to 2023-12-31

WOMEN AND GIRLS FUND OF WAUKESHA COUNTY INC, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $408K in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $68K, a strong 17% operating margin.

Mission

THE ORGANIZATION IS DEDICATED TO ADVANCING THE HEALTH, WELL-BEING, EDUCATION AND EMPOWERMENT OF WOMEN AND GIRLS IN WAUKESHA COUNTY BY PROVIDING FINANCIAL GRANTS AND SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $182,840

TO PROVIDE FINANCIAL SUPPORT TO WOMEN AND GIRLS IN WAUKESHA COUNTY TO ADVANCE THEIR HEALTH, WELL-BEING AND EDUCATION.

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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 $265,611

Program Service Revenue $0

Investment Income $15,174

Other Revenue $126,926

TOTAL REVENUE $407,711

Expense Breakdown

Grants Paid $145,000

Salaries & Benefits $139,704

Fundraising Expenses $78,179

Program Expenses $182,840

Other Expenses $54,849

TOTAL EXPENSES $339,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$407,711	$827,208	-0.5%
Expenses	$339,553	$322,463	+0.1%
Net Income	$68,158	$504,745	-0.9%

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

$86,773

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARIE STUPEK	CHAIRPERSON	6.00	Officer Director	$0	$0	$0
KELLY SKINDZELEWSKI	PAST CHAIRPE	3.00	Officer Director	$0	$0	$0
TRACY JOSETTI	VICE CHAIRPE	3.00	Officer Director	$0	$0	$0
KAREN LORITZ	TREASURER	6.00	Officer Director	$0	$0	$0
TERRI PHILLIPS	SECRETARY	3.00	Officer Director	$0	$0	$0
ALLIE JORGENSEN	BOARD MEMBER	3.00	Director	$0	$0	$0
ROBYN LUDTKE	BOARD MEMBER	3.00	Director	$0	$0	$0
LORNA MCDANIEL	BOARD MEMBER	3.00	Director	$0	$0	$0
MONICA MINOR	BOARD MEMBER	3.00	Director	$0	$0	$0
HEATHER NINO	BOARD MEMBER	3.00	Director	$0	$0	$0
TAMMY NOLL	BOARD MEMBER	3.00	Director	$0	$0	$0
MARCIA RUPP	BOARD MEMBER	3.00	Director	$0	$0	$0
GENEVIEVE SCHMIDT	BOARD MEMBER	3.00	Director	$0	$0	$0
AMY SEBERT	BOARD MEMBER	3.00	Director	$0	$0	$0
JENNIFER THOMPSON DAVIES	BOARD MEMBER	3.00	Director	$0	$0	$0
KATE WEILAND	BOARD MEMBER	3.00	Director	$0	$0	$0
NICOLE WAGNER	EXECUTIVE DI	40.00	Officer	$86,773	$0	$86,773

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	$407,711	$339,553	$1,003,451	$68,158
2022	$827,208	$322,463	$869,804	$504,745
2021	$469,708	$240,188	$426,695	$229,520
2020	$368,543	$198,110	$198,633	$170,433

WOMEN AND GIRLS FUND OF WAUKESHA COUNTY INC