FOND DU LAC AREA REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC (EIN 853691296) - 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

2020

Legal Domicile

Principal Officer

GREG GILES

Phone

9209212215

Tax Period

2023-01-01 to 2023-12-31

FOND DU LAC AREA REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC, founded in 2020, is a micro nonprofit in the Community Improvement sector that reported $9K in total revenue in fiscal year 2023.

Mission

THE CORPORATION IS ORGANIZED, AND SHALL AT ALL TIMES BE OPERATED, EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF, FOND DU LAC AREA FOUNDATION.

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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 $0

Investment Income $0

Other Revenue $-8,503

TOTAL REVENUE $-8,503

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-8,503	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	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

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

$185,545

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN SCHROEDER	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY BRENNER	DIRECTOR	1.00	Director	$0	$0	$0
LOREE SHADY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE DILLING	DIRECTOR	1.00	Director	$0	$0	$0
SARA ANDREW	CHAIR	1.00	Officer Director	$0	$0	$0
DAWN COLWIN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE FRANKE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MILLIN	DIRECTOR	1.00	Director	$0	$0	$0
GLENN ELMER	DIRECTOR	1.00	Director	$0	$0	$0
SAM MCCLONE	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF QUAST	VICE CHAIR	1.00	Officer Director	$0	$0	$0
THOMAS SCHUETTPELZ	TREASURER	1.00	Officer Director	$0	$0	$0
NATE ZELAZOSKI	DIRECTOR	1.00	Director	$0	$0	$0
AARON SADOFF	EXECUTIVE DI	5.00	Officer	$0	$24,200	$185,545
GREG GILES	CURRENT EXEC	5.00	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	$-8,503	No data	$768,204	No data

FOND DU LAC AREA REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC