WOMEN'S FUND OF GREATER MILWAUKEE INC (EIN 203514894) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

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 WOMEN'S FUND OF GREATER MILWAUKEE HAS A PURPOSE TO ACTIVATE PHILANTHROPY TO ADVANCE EQUITY FOR WOMEN.

🔒

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%)

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$134,306

Total Directors

Key Employees

Highest Compensated

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

WOMEN'S FUND OF GREATER MILWAUKEE INC