Health Care (E70) IRS Verified DX Registered 990 on File

WISCONSIN INSTITUTE FOR HEALTHY AGING INC

EIN: 27-3001041 · MADISON, WI 53714-1318 · United States · FY 2024 Data

3 out of 5 52 / 100 Based on 2+ years of filings

Financial strength (30%) 75/100

Reliability (20%) 50/100

Effectiveness (25%) 77/100

Impact (25%) No data yet

Financial data: FY 2024 · Scored 9/13/2026

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CharityAI™ Score

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Mission Statement

The mission of the Wisconsin Institute for Healthy Aging is to improve the health and well-being of all people as they age. We do this by disseminating evidence-based programs and practices and by engaging in collaborative public health strategies in Wisconsin and beyond. We are a statewide organization with programs in Milwaukee County. We envision a culture of healthy aging that embraces equity, independence, and self-management, and that values every person in every community. Over 40,000 people in Wisconsin have taken one of our programs through a network of provider organizations. That means thousands fewer trips to the emergency department or hospitalizations, fewer falls, better caregiving, and measurable reductions in the progression of illnesses.

Financial Overview — FY 2024

$806K

Total Revenue

$777K

Total Expenses

$887K

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 70.0%

Fundraising Efficiency N/A

Operating Reserve 13.69x

Liability-to-Asset 12.8%

Revenue Diversification 64.8%

Executive Compensation $111K

Compared with Peers

FY 2024

Compared with 4,558 similar organizations (United States, Health Care, $100K–$1M in expenses), FY 2024.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	70.0%	84.8%	P10P90	Below median
Admin expense ratio Management and general / total expenses · lower is better	28.9%	10.9%	P10P90	Bottom quarter
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	1.1%	0.0%	P10P90	Below median
Operating reserve Months of expenses covered by net assets · higher is better	13.7 mo	13.1 mo	P10P90	Above median
Liabilities to assets Total liabilities / total assets · lower is better	12.8%	1.3%	P10P90	Below median
Revenue concentration Share of revenue from the largest source · lower is better	64.8%	93.7%	P10P90	Top quarter
Revenue growth Year over year revenue growth	-23.8%	7.3%	P10P90
Expense growth Year over year expense growth	-13.2%	7.8%	P10P90
Surplus margin Surplus as a share of revenue	3.5%	3.7%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %
2024	$806K	$777K	$887K	70.0%
2023	$1.1M	$896K	$858K	84.9%
2022	$830K	$859K	$697K	84.2%
2021	$1.1M	$841K	N/A	—

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Organization Details

EIN: 27-3001041
State: WI
City: MADISON
ZIP: 53714-1318
Classification: E70
Category: Health Care
Rating: 3★
Coverage: A
Last Updated: Aug 2026
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

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