Wilfred and Adeline Schroeder Scholarship Trust

Nonprofit profile at a glance

EIN
204812390
IRS 990-EZ coverage
2013–2025
Forms available
Form 990-EZ 2025, Form 990-N 2012
Location
Wonewoc, WI, USA
Phone
6084951460
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$4,628
Expenses
$2,575
Assets
$110,466

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

Leadership & pay

1 person listed

People named in this filing

  • DALE E WELLS (TRUSTEE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

Provide scholarships to wonewoc center high school

What it reported doing in 2025

To provide scholarships to wonewoc center high school students

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 56
  • Transparency & Controls: 82
  • Sustainability: 71
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 43.2%; rating input score 43
  • Program expense ratio: 77.7%; rating input score 78

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 44.4%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 42.9; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 11.7%; rating input score 10; 10th percentile among comparable filings

Growth

  • Program expense growth: 0.7% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: 5.1% per year; rating input score 100; 70th percentile among comparable filings
  • Asset growth: 0.9% per year; rating input score 100; 41st percentile among comparable filings

Details

  • Where the money goes: 43.2% of revenue deployed · 77.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $2K in reported program spending
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 13 filing years from 2013 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • 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 43/100.
  • High — Sustainability: Officer compensation ratio scored 10/100.