ELM GROVE JUNIOR GUILD

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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

1966

Legal Domicile

Principal Officer

KATIE MEYER

Phone

3124058396

Tax Period

2024-08-01 to 2025-07-31

ELM GROVE JUNIOR GUILD, founded in 1966, is a small nonprofit that reported $141K in total revenue in fiscal year 2024. Expenses of $122K left a modest 13% surplus.

Mission

THE ELM GROVE JUNIOR GUILD IS A COMMUNITY OF WOMEN COMMITTED TO THE EDUCATION, WELLNESS AND PROTECTION OF WOMEN AND CHILDREN WITHIN AND BEYOND OUR COMMUNITY. OUR COMMITMENT TAKES THE FORM OF SERVICE, AWARENESS AND FINANCIAL SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $100,257

THE GUILD PROVIDES GRANTS TO NON-PROFIT ORGANIZATIONS THAT SERVE THE COMMUNITY OF ELM GROVE

Program 2

Expenses: $16,311 Revenue: $7,209

THE GUILD SUPPORTS COMMUNITY ACTIVITIES IN ELM GROVE AND THE SURROUNDING COMMUNITIES.

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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 $167,046

Program Service Revenue $7,209

Investment Income $102

Other Revenue $-33,653

TOTAL REVENUE $140,704

Expense Breakdown

Grants Paid $100,257

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,568

Other Expenses $22,022

TOTAL EXPENSES $122,279

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,704	$131,630	+0.1%
Expenses	$122,279	$89,512	+0.4%
Net Income	$18,425	$42,118	-0.6%

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

150

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
TARA SCHMALZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELE JACKSON	VICE PRESIDENT COMMUNICATIONS	1.00	Officer Director	$0	$0	$0
CARINA TRAN	VICE PRESIDENT FUNDRAISING	1.00	Officer Director	$0	$0	$0
NIKKI DONNELLY	VICE PRESIDENT FUNDRAISING	1.00	Officer Director	$0	$0	$0
TESS FUCHS	VICE PRESIDENT GALA	1.00	Officer Director	$0	$0	$0
EMILY SCHNEIDER	VICE PRESIDENT GALA	1.00	Officer Director	$0	$0	$0
LAURA TOFSON	VICE PRESIDENT GALA	1.00	Officer Director	$0	$0	$0
CASSEY VAN KLEUNEN	VICE PRESIDENT GRANTS	1.00	Officer Director	$0	$0	$0
SARAH WYNIA SMITH	VICE PRESIDENT GRANTS	1.00	Officer Director	$0	$0	$0
JACKIE SCHMITZ	VICE PRESIDENT PROGRAMS	1.00	Officer Director	$0	$0	$0
ASHLEY BOLIN	SECRETARY	1.00	Officer Director	$0	$0	$0
KATIE MEYER	TREASURER	1.00	Officer Director	$0	$0	$0
HANNAH HARRIS	VICE PRESIDENT PROGRAMS	1.00	Officer Director	$0	$0	$0
JACKIE KLEIN	VICE PRESIDENT GALA	1.00	Officer 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	$140,704	$122,279	$142,720	$18,425
2024	$131,630	$89,512	$124,295	$42,118