WOMEN'S FUND OF GREATER MILWAUKEE INC

EIN: 203514894 501(c)(3) Human Services

MILWAUKEE, WI

Total Revenue
$372,598
Total Expenses
$560,342
Total Assets
$3,456,865
Net Assets
$3,280,751
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
WI
Principal Officer
LISA ATTONITO
Phone
4142907350
Tax Period
2023-01-01 to 2023-12-31

WOMEN'S FUND OF GREATER MILWAUKEE INC, founded in 2005, is a small nonprofit in the Human Services sector that reported $373K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $560K exceeded revenue, resulting in a 50% operating deficit.

Mission

THE MISSION OF THE WOMEN'S FUND OF GREATER MILWAUKEE IS TO ACTIVATE PHILANTHROPY THAT ADVANCES EQUITY FOR WOMEN.

Program Service Accomplishments

Program 1
Expenses: $230,193 Revenue: $0

GRANTMAKING AND SCHOLARSHIPS - WE ENGAGE IN THE POWER OF COLLECTIVE PHILANTHROPY ACROSS GENERATIONS EXCLUSIVELY ADDRESSING ISSUES THAT IMPACT WOMEN AND GIRLS. OUR FOCUS IS ECONOMIC EMPOWERMENT...

Read more

GRANTMAKING AND SCHOLARSHIPS - WE ENGAGE IN THE POWER OF COLLECTIVE PHILANTHROPY ACROSS GENERATIONS EXCLUSIVELY ADDRESSING ISSUES THAT IMPACT WOMEN AND GIRLS. OUR FOCUS IS ECONOMIC EMPOWERMENT, LEADERSHIP DEVELOPMENT, AND EDUCATION. AS ONE OF THE LARGEST GRANTING ENTITIES IN WISCONSIN OF OUR KIND, WE PROVIDE ESSENTIAL FUNDING TO AREA NONPROFITS, HER SCHOLARSHIPS TO WOMEN WHO ARE NON-TRADITIONAL STUDENTS, AGE 35 OR OLDER, AND CONVENE THE COMMUNITY AROUND INTERESTING AND IMPORTANT ISSUES THAT IMPACT WOMEN. WE SUPPORT PROGRAMS AND PROJECTS THAT INFLUENCE A CHANGE IN ATTITUDE, BEHAVIOR, AND CULTURE, SO THAT WOMEN AND GIRLS CAN LIVE TO THEIR FULL POTENTIAL. USING THE PROCEEDS OF OUR ENDOWMENT COUPLED WITH FUNDS SECURED FROM THE COMMUNITY, WE SUPPORT SOLUTIONS THAT RESULT IN SUSTAINABLE AND LONG-LASTING TRANSFORMATION FOR OUR COMMUNITY. AS AN ENDOWED FUND, WE HAVE THE FREEDOM TO INVEST IN LONG-LASTING TRANSFORMATION, NON-TRADITIONAL PROGRAMS, WHILE CHALLENGING TRADITIONS TO CREATE INNOVATION. WE ARE RESPONSIVE TO CURRENT COMMUNITY NEEDS AND PRIORITIES. FOUNDED IN 1985, AND ESTABLISHED AS AN INDEPENDENT ORGANIZATION IN 2006, THE WOMEN'S FUND OF GREATER MILWAUKEE DEPENDS ON GIFTS FROM THE COMMUNITY. TODAY WE REMAIN COMMITTED TO ADVANCING EQUITY FOR WOMEN BY OFFERING SUPPORT TO AREA ORGANIZATIONS JUST AS WE'VE DONE FOR MORE THAN 3 DECADES. WE ARE PROUD MEMBERS OF THE WOMEN'S FUNDING NETWORK AND WISCONSIN WOMEN'S FUND ALLIANCE.

Program 2
Expenses: $148,322 Revenue: $0

CAPACITY BUILDING - RECOGNIZING THAT CONVENING THE COMMUNITY IS AN IMPORTANT PART OF OUR WORK, THE WOMEN'S FUND ORGANIZES UNIQUE EVENTS THROUGHOUT THE YEAR. EACH IS DESIGNED TO PROVIDE INFORMATION...

Read more

CAPACITY BUILDING - RECOGNIZING THAT CONVENING THE COMMUNITY IS AN IMPORTANT PART OF OUR WORK, THE WOMEN'S FUND ORGANIZES UNIQUE EVENTS THROUGHOUT THE YEAR. EACH IS DESIGNED TO PROVIDE INFORMATION, CONNECT PEOPLE, CREATE CONVERSATIONS AND INSPIRE ACTION. OUR COMMUNITY TALK BACKS ASSEMBLED DIVERSE GROUPS OF PEOPLE AND FACILITATED INTERGENERATIONAL CONVERSATION ABOUT RELEVANT TOPICS TO ADVANCING EQUITY FOR WOMEN. ADDITIONALLY, AN ANNUAL EDUCATIONAL EVENT, THE WOMEN'S FUND PRESENTS, IS HELD EACH FALL AND FEATURES A KEYNOTE ADDRESS OR PANEL PRESENTATION. THE EVENT PROCEEDS SUPPORT THE ACTIVITIES OF THE FUND.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $389,961
Program Service Revenue $0
Investment Income $150
Other Revenue $-17,513
TOTAL REVENUE $372,598

Expense Breakdown

Grants Paid $211,950
Salaries & Benefits $177,077
Fundraising Expenses $62,194
Program Expenses $378,515
Other Expenses $171,315
TOTAL EXPENSES $560,342

Year-over-Year Comparison

2023 2022 Change
Revenue $372,598 $332,827 +0.1%
Expenses $560,342 $462,749 +0.2%
Net Income $-187,744 $-129,922 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
18
Independent Members
18
Employees
N/A
Volunteers
69

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
4
$134,306
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MONICA SHAH-DAVIDSON CHAIR 1.00
Officer Director
$0 $0 $0
DANILA DANESI TREASURER 1.00
Officer Director
$0 $0 $0
AMY MUEHLBAUER SECRETARY 1.00
Officer Director
$0 $0 $0
MARILKA VELEZ DIRECTOR 1.00
Director
$0 $0 $0
SANDY CUNNINGHAM DIRECTOR 1.00
Director
$0 $0 $0
ASHTON HENRY DIRECTOR 1.00
Director
$0 $0 $0
NICOLE HORVATH DIRECTOR 1.00
Director
$0 $0 $0
BETH ODIAN DIRECTOR 1.00
Director
$0 $0 $0
ERIKA SANDER DIRECTOR 1.00
Director
$0 $0 $0
CHERIE HARRIS DIRECTOR 1.00
Director
$0 $0 $0
GRISELDA ALDRETE DIRECTOR (FROM JULY 2023) 1.00
Director
$0 $0 $0
CHRIS GROTA DIRECTOR 1.00
Director
$0 $0 $0
MELISSA MCCORD DIRECTOR 1.00
Director
$0 $0 $0
SANGEETA EDWIN DIRECTOR (FROM JULY 2023) 1.00
Director
$0 $0 $0
CHANDRA RODGERS DIRECTOR 1.00
Director
$0 $0 $0
NANCY PETERSON DIRECTOR 1.00
Director
$0 $0 $0
ALEXANDRIA STAUBACH DIRECTOR 1.00
Director
$0 $0 $0
UMA VANDERGRIFT DIRECTOR 1.00
Director
$0 $0 $0
STARLA THOMPSON DIRECTOR (THRU OCT 2023) 1.00
Director
$0 $0 $0
KATHY SCHILL DIRECTOR (THRU JUNE 2023) 1.00
Director
$0 $0 $0
ARLISIA MCHENRY DIRECTOR (THRU JUNE 2023) 1.00
Director
$0 $0 $0
KATE BREJCHA DIRECTOR (THRU DEC 2023) 1.00
Director
$0 $0 $0
LISA ATTONITO EXECUTIVE DIRECTOR 40.00
Officer
$103,600 $30,706 $134,306
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
2024 No data No data No data No data
2023 $372,598 $560,342 $3,456,865 $-187,744
2022 $332,827 $462,749 $3,318,547 $-129,922
2021 $439,491 $454,722 $3,974,154 $-15,231
2020 $332,769 $408,727 $3,402,961 $-75,958
2019 $365,693 $390,570 $3,114,326 $-24,877
2018 $345,622 $436,711 $2,862,849 $-91,089
Explore More Nonprofits
Top 100 Nonprofits in Wisconsin Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare WOMEN'S FUND OF GREATER MILWAUKEE INC with other nonprofits in Wisconsin and across the country.