Wisconsin Tavern League Foundation Inc

Nonprofit profile at a glance

EIN
391450149
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Milwaukee, WI, USA
Phone
6082708591
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Automotive Safety

Official website

Reported finances

Revenue
$1,338,686
Expenses
$1,204,262
Assets
$1,005,728
Liabilities
$87,147

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

Leadership & pay

42 people listed

Executive titles in this filing

  • KEITH KERN (PRESIDENT)
  • CATHY VALES (SENIOR VICE PRESIDENT)
  • DONN AMUNDSON (NORTHERN ZONE VICE PRESIDENT)
  • BOB CARPENTER (CENTRAL DISTRICT VICE PRESIDENT)
  • JENNIFER COLLISON (SOUTHERN ZONE VICE PRESIDENT)
  • VINNY EGLE (EASTERN ZONE VICE PRESIDENT)

Highest reported compensation

  • MARK JEFFERSON (EXECUTIVE DIRECTOR): $148,550 total reported compensation
  • MARK PUETZ (DISTRICT DIRECTOR): $15,469 total reported compensation
  • KEITH KERN (PRESIDENT): $9,975 total reported compensation

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

Overview

Mission

To provide financial support for thousands of Wisconsin charities, as well as promote and administer the saferide program.

What it reported doing in 2024

Charitable support - the foundation provides financial support to taverns & charities across the state and provides safety education through various media to improve the communities in which we live.

Operating model

Revenue model
Grant-funded. 90% of the money available for current operations came from government grants.
Distribution model
Hybrid. The nonprofit split its reported program spending across 63% for direct work, and 37% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 83
  • Accountability: 68
  • Sustainability: 45
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.7%; rating input score 90
  • Program expense ratio: 99.6%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 16th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 74.7%; rating input score 75; 33rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 67.6%; rating input score 68; 14th percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 67
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 10%; rating input score 61; 61st percentile among comparable filings
  • Total-asset coverage ratio: 0.84; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: 0.09; rating input score 44; 44th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: 5.8% per year; rating input score 100; 46th percentile among comparable filings
  • Revenue growth: 5% per year; rating input score 100; 43rd percentile among comparable filings
  • Asset growth: 8.3% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 89.7% of revenue deployed · 99.6% of spending went to programs
  • Governance: 25 of 37 board members independent · 6 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $1.2M in reported program spending
  • Leadership: top reported pay $149K · 42 people listed
  • Highest-paid contractors: 1 contractor listed · $613K reported
  • Consistency: 19 of 20 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 22 filed money-flow records
  • Related organizations: 21 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.

Key Signals

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

  • Review — Accountability: Governance controls: 3 of 9 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 44/100.