Wisconsin Center for Performance Excellence Inc

Nonprofit profile at a glance

EIN
391987666
IRS 990-EZ coverage
2014–2025
Forms available
Form 990 2013, Form 990-EZ 2025
Location
Madison, WI, USA
Phone
6086635300
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Adult, Continuing Education

Reported finances

Revenue
$70,720
Expenses
$60,619
Assets
$32,771
Liabilities
$0

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

Leadership & pay

9 people listed

Executive titles in this filing

  • ELIZABETH MENZER (EXECUTIVE DIRECTOR)

People named in this filing

  • ELIZABETH MENZER (EXECUTIVE DIRECTOR)
  • PETER LABONTE (CHAIR)
  • JAMES CHRISTENSEN (DIRECTOR)

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

We promote continuous improvement, organizational learning, self assessment, and the use of a systems framework to help organizations achieve best practice results of greatest importance.

What it reported doing in 2025

The Wisconsin center for performance excellence offers a variety of tools, resources, and mentoring that assist creating and sustaining high performing organizations. Our programs are based on the baldrige criteria for performance excellence and are applicable to all organizations regardless of size, within all economic sectors, and serve as a performance improvement umbrella under which other improvement strategies such as six sigma or lean can operate. The Wisconsin forward award program offers external assessment and feedback to promote continuous improvement and performance excellence--business practices that ensure the economic vitality of Wisconsin organizations and the communities they serve.

Operating model

Revenue model
Earned-program. 75% of the money available for current operations came from fees and other program revenue.
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

SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 52
  • Transparency & Controls: 82
  • Sustainability: 49
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 48.5%; rating input score 49
  • Program expense ratio: 56.9%; rating input score 57

Transparency & Controls

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

Sustainability

  • Operating margin: 14.3%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 0.54; rating input score 33; 33rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 55.8%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: -15.5% per year; rating input score 0; 23rd percentile among comparable filings
  • Revenue growth: -10.5% per year; rating input score 0; 24th percentile among comparable filings
  • Asset growth: -8.9% per year; rating input score 0; 19th percentile among comparable filings

Details

  • Where the money goes: 48.5% of revenue deployed · 56.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $35K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 12 filing years from 2014 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 49/100.
  • Review — Financial Efficiency: Program expense ratio scored 57/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
  • High — Sustainability: Officer compensation ratio scored 2/100.