Wisconsin Alliance for Retired Americans Inc

Nonprofit profile at a glance

EIN
300231236
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024, Form 990-N 2022
Location
Milwaukee, WI, USA
Phone
4149498756
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Seniors' Rights

Reported finances

Revenue
$101,659
Expenses
$123,262
Assets
$5,918
Liabilities
$8,419

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

Leadership & pay

14 people listed

Executive titles in this filing

  • Ross Winklbauer (President)
  • Marlene Ott (Exec Vice President)
  • Mary Land (Vice President)
  • Brad Schwanda (Vice President)
  • Pat McFarland (Vice President)
  • Bill Franks (Vice President)

People named in this filing

  • Alexander Brower (Exec Director)
  • Fatima Hyde (Bookkeeping)
  • Ross Winklbauer (President)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Senior Advocacy and Education

What it reported doing in 2024

Support senior citizens by providing newsletters andpresentations of issues affecting the seniorcommunity.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 6
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 99.8%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -21.3%; rating input score 7; 7th percentile among comparable filings
  • Total-asset coverage ratio: 0.05; rating input score 7; 7th percentile among comparable filings
  • Liabilities to assets ratio: 1.42; rating input score 4; 4th percentile among comparable filings
  • Officer compensation ratio: 60.1%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: -5.4% per year; rating input score 0; 19th percentile among comparable filings
  • Revenue growth: -6% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: 3.2% per year; rating input score 100; 38th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 99.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $123K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • High — Sustainability: Operating margin scored 7/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 7/100.
  • High — Sustainability: Officer compensation ratio scored 2/100.
  • High — Sustainability: Liabilities to assets ratio scored 4/100.