MILWAUKEE PUBLIC MUSEUM ENDOWMENT FUND (EIN 237055827) - Form 990 Financial Analysis & Trantor Score

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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

1969

Legal Domicile

Principal Officer

THOMAS OECHLER

Phone

4142782793

Tax Period

2024-09-01 to 2025-08-31

MILWAUKEE PUBLIC MUSEUM ENDOWMENT FUND, founded in 1969, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.1M, a strong 92% operating margin.

Mission

SUPPORTING THE CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE MILWAUKEE PUBLIC MUSEUM.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,757,143

Program Service Revenue $0

Investment Income $671,300

Other Revenue $0

TOTAL REVENUE $3,428,443

Expense Breakdown

Grants Paid $108,897

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $216,746

Other Expenses $171,707

TOTAL EXPENSES $280,604

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,428,443	$4,471,069	-0.2%
Expenses	$280,604	$210,314	+0.3%
Net Income	$3,147,839	$4,260,755	-0.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
V ROSS READ III	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANTHONY D BEADELL	TRUSTEE	1.00	Director	$0	$0	$0
F ROBERT MOEBIUS	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN BLOOM	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT JANSEN	TRUSTEE	1.00	Director	$0	$0	$0
SARA WALKER	TRUSTEE	1.00	Director	$0	$0	$0

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
2025	$3,428,443	$280,604	$25,711,870	$3,147,839
2024	$4,471,069	$210,314	$21,313,505	$4,260,755
2023	$5,825,993	$561,384	$15,570,553	$5,264,609
2022	$2,255,287	$106,433	$9,598,760	$2,148,854
2021	$848,798	$150,474	$8,591,385	$698,324
2020	$189,282	$78,959	$7,362,767	$110,323
2019	$224,048	$92,204	$6,973,692	$131,844
2018	$1,201,702	$126,701	$6,900,690	$1,075,001

MILWAUKEE PUBLIC MUSEUM ENDOWMENT FUND