Community Shares of Wisconsin Inc

Nonprofit profile at a glance

EIN
391172378
IRS 990 coverage
2016–2024
Forms available
Form 990 2024
Location
Madison, WI, USA
Phone
6082561066
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$2,019,897
Expenses
$1,938,842
Assets
$1,499,889
Liabilities
$588,240

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

72 people listed

Executive titles in this filing

  • VERONICA FIGUEROA VELEZ (PRESIDENT)
  • JUSTICE CASTANEDA (VICE PRESIDENT)
  • CHERI DUBIEL (EXECUTIVE DIRECTOR)

Highest reported compensation

  • CHERI DUBIEL (EXECUTIVE DIRECTOR): $107,119 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Community shares of Wisconsin (csw), together with its donors and approximately 70 member nonprofits, addresses social, economic, and environmental problems through grassroots activities, advocacy, research and public education.

What it reported doing in 2024

Csw supports its member nonprofits by 1) raising money from individual donors through a variety of methods including workplace campaigns, annual giving day, and online, 2) educating the public and raising visibility for the work of its member nonprofits through print and digital communications, and 3) providing training, information and other technical support to increase member nonprofits organizational capacity. In 2024 csw distributed grant payments to its member nonprofits and two non-member nonprofits.

Operating model

Revenue model
Donor-supported. 96% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 63% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 89
  • Accountability: 95
  • Sustainability: 40
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.2%; rating input score 83
  • Program expense ratio: 86.6%; rating input score 87
  • Fundraising efficiency: $19.51 raised per $1 spent on fundraising; rating input score 58; 58th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 95.8%; rating input score 96; 30th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 4%; rating input score 48; 48th percentile among comparable filings
  • Total-asset coverage ratio: 0.77; rating input score 29; 29th percentile among comparable filings
  • Liabilities to assets ratio: 0.39; rating input score 27; 27th percentile among comparable filings
  • Officer compensation ratio: 5.5%; rating input score 50; 50th percentile among comparable filings

Growth

  • Program expense growth: 2.7% per year; rating input score 100; 26th percentile among comparable filings
  • Revenue growth: 2.1% per year; rating input score 100; 21st percentile among comparable filings
  • Asset growth: 2.5% per year; rating input score 100; 22nd percentile among comparable filings

Details

  • Where the money goes: 83.2% of revenue deployed · 86.6% of spending went to programs
  • Governance: 71 of 71 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.7M in reported program spending
  • Leadership: top reported pay $107K · 72 people listed
  • Consistency: 33 of 34 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 8 filing years from 2016 to 2024
  • Contacts: How to reach this organization
  • Money network: 62 filed money-flow records
  • Related organizations: 61 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Fundraising efficiency scored 58/100.
  • Moderate — Sustainability: Operating margin scored 48/100.
  • High — Sustainability: Total-asset coverage ratio scored 29/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 27/100.
  • Review — Sustainability: Officer compensation ratio scored 50/100.