WISCONSIN PUBLIC EDUCATION ACTION FUND INC (EIN 873954281) - 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

HEATHER DUBOIS BOURENANE

Phone

7153039896

Tax Period

2024-07-01 to 2025-06-30

WISCONSIN PUBLIC EDUCATION ACTION FUND INC, founded in 2021, is a small nonprofit that reported $254K in total revenue in fiscal year 2024. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $122K, a strong 48% operating margin.

Mission

TO CHAMPION PUBLIC EDUCATION THROUGH NON-PARTISAN SUPPORT FOR PUBLIC SCHOOL RESOURCES, LEGISLATIVE MEASURES THAT BENEFIT ALL PUBLIC SCHOOL STUDENTS, REFERENDA THAT SERVE COMMUNITIES, AND THE ELECTION OF PUBLIC EDUCATION ADVOCATES AT ALL LEVELS OF GOVERNMENT.

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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 $254,474

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $254,474

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $0

Fundraising Expenses $6,530

Program Expenses $46,439

Other Expenses $126,739

TOTAL EXPENSES $132,739

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,474	$129,832	+1.0%
Expenses	$132,739	$132,363	+0.0%
Net Income	$121,735	$-2,531	-49.1%

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

$138,037

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE UNDERWOOD	CHAIR	1.00	Officer Director	$0	$0	$0
JILL GASKELL	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
TOM BEEBE	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER DUBOIS BOURENANE	EXECUTIVE DIRECTOR	20.00	Officer	$0	$23,441	$138,037

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
2025	$254,474	$132,739	$160,192	$121,735
2024	$129,832	$132,363	$38,287	$-2,531
2023	$185,239	$234,354	$40,818	$-49,115
2022	$250,000	$160,067	$113,520	$89,933

WISCONSIN PUBLIC EDUCATION ACTION FUND INC