GREATER MILWAUKEE FOUNDATION HOLDINGS INC

EIN: 200423761 501(c)(3) Philanthropy & Grantmaking

MILWAUKEE, WI

Total Revenue
N/A
Total Expenses
N/A
Total Assets
$2,673
Net Assets
$2,673
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
WI
Principal Officer
YELENA CHESTER
Phone
4142725805
Tax Period
2023-01-01 to 2023-12-31
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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2023 2022 Change
Revenue N/A N/A N/A
Expenses N/A N/A N/A
Net Income N/A $0 N/A
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
2
Independent Members
2
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$816,263
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL J JONES CHAIR 1.00
Director
$0 $0 $0
DEREK TYUS DIRECTOR 1.00
Director
$0 $0 $0
GREG WESLEY VICE CHAIR (END 12/23) 1.00
Director
$0 $0 $0
ELLEN GILLIGAN PRESIDENT 0.00
Officer
$0 $57,748 $382,718
KATHRYN DUNN VICE PRESIDENT 0.00
Officer
$0 $33,038 $202,697
KEN ROBERTSON SECRETARY 0.00
Officer
$0 $29,243 $230,848
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 No data No data $2,673 No data
2022 No data No data $2,673 No data
2021 $4,332 No data $2,673 No data
2020 $-54,316 $1,214,066 $-1,659 $-1,268,382
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