Education Foundation of Wauwatosa Inc

Nonprofit profile at a glance

EIN
391701838
IRS 990 coverage
2018–2025
Forms available
Form 990 2025
Location
Wauwatosa, WI, USA
Phone
2627517160
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$339,763
Expenses
$97,347
Assets
$1,306,584
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • JACKIE COSTA (PRESIDENT PART YEAR)
  • SHAWN CISSELL (VICE PRESIDENT PART YEAR)
  • LIZ WOO MCCABE (CO-PRESIDENT PART YEAR)
  • KARRI TAIT (SECRETARY AND CO-PRESIDENT)
  • SCOTT SHELNUTT (VICE PRESIDENT)
  • KRISTIN FLIERL (EXECUTIVE DIRECTOR)

Highest reported compensation

  • KRISTIN FLIERL (EXECUTIVE DIRECTOR): $12,879 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The efw is a non-profit organization created in 1990 to raise funds to give back to the wauwatosa schools in the form of grants in order for teachers or schools to offer students an opportunity to enhance their education that might otherwise not have been possible due to school budgetary constraints.

What it reported doing in 2025

Educational grants to districts to fund school programs

Operating model

Revenue model
Donor-supported. 93% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 42
  • Transparency & Controls: 94
  • Accountability: 68
  • Sustainability: 84
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 31.3%; rating input score 31
  • Program expense ratio: 74.3%; rating input score 74
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 88.9%; rating input score 89; 26th percentile among comparable filings
  • Governance controls: 3 of 8 controls in place; rating input score 38
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 71.3%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 13.42; rating input score 92; 92nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 13.2%; rating input score 24; 24th percentile among comparable filings

Growth

  • Program expense growth: -0.7% per year; rating input score 0; 26th percentile among comparable filings
  • Revenue growth: 11.7% per year; rating input score 100; 73rd percentile among comparable filings
  • Asset growth: 3.8% per year; rating input score 100; 39th percentile among comparable filings

Details

  • Where the money goes: 31.3% of revenue deployed · 74.3% of spending went to programs
  • Governance: 8 of 9 board members independent · 3 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $72K in reported program spending
  • Leadership: top reported pay $13K · 15 people listed
  • Consistency: 23 of 23 current checks pass
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 7 filing years from 2018 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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.

Key Signals

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

  • Moderate — Financial Efficiency: Mission deployment rate scored 31/100.
  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 24/100.