THE WISCONSIN INITIATIVE INC (EIN 871540257) - 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

2021

Legal Domicile

Principal Officer

MORGAN GRUNOW

Phone

2622158737

Tax Period

2024-01-01 to 2024-12-31

THE WISCONSIN INITIATIVE INC, founded in 2021, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 97% from the prior year, signaling strong growth momentum.

Mission

TO SUPPORT COMMONSENSE POLICIES & SOLUTIONS TO ISSUES FACING WISCONSIN WORKING FAMILIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,078,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,078,000

Expense Breakdown

Grants Paid $467,250

Salaries & Benefits $0

Fundraising Expenses $3,499

Program Expenses $2,096,314

Other Expenses $1,651,135

TOTAL EXPENSES $2,121,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,078,000	$1,055,782	+1.0%
Expenses	$2,121,884	$911,432	+1.3%
Net Income	$-43,884	$144,350	-1.3%

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
NICOLE SAFAR	DIRECTOR	1.00	Director	$0	$0	$0
ANDY BUCK	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
TRICIA ZUNKER	DIRECTOR	1.00	Director	$0	$0	$0
MORGAN GRUNOW	EXECUTIVE DIRECTOR	20.00	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	$2,078,000	$2,121,884	$138,080	$-43,884
2023	$1,055,782	$911,432	$181,964	$144,350
2022	$2,663,713	$2,636,166	$37,614	$27,547
2021	$280,000	$269,933	$10,067	$10,067

THE WISCONSIN INITIATIVE INC