ST COLETTA DAY SCHOOL OF MILWAUKEE (EIN 270634918) - 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

2008

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

ST COLETTA DAY SCHOOL OF MILWAUKEE, founded in 2008, is a small nonprofit in the Education sector that reported $617K in total revenue in fiscal year 2023. Expenses of $548K left a modest 11% surplus.

Mission

ST. COLETTA DAY SCHOOL OF MILWAUKEE WILL PROVIDE AN ACADEMIC, SOCIAL AND LIFE SKILLS CURRICULUM WITHIN AN ENGAGING ENVIRONMENT TO MEET THE NEEDS OF STUDENTS WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES TO PREPARE THEM TO REALIZE THEIR FULL POTENTIAL AND BECOME VALUED CITIZ

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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 (2023)

Revenue Breakdown

Contributions & Grants $616,629

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $616,629

Expense Breakdown

Grants Paid $0

Salaries & Benefits $435,689

Fundraising Expenses $17,552

Program Expenses $451,441

Other Expenses $107,511

TOTAL EXPENSES $548,142

Year-over-Year Comparison

	2023	2022	Change
Revenue	$616,629	$572,810	+0.1%
Expenses	$548,142	$487,869	+0.1%
Net Income	$68,487	$84,941	-0.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDYSUE NIELSEN	DIRECTORTEACHER	40.00	Highest	$74,587	$0	$74,587
HEATHER HUTCHISON-HAHN	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN ZYDOWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES KEMMERLING	TREASURER	1.00	Officer	$0	$0	$0
IAN BUCHANAN	PRESIDENT	1.00	Officer	$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
2024	$616,629	$548,142	$817,008	$68,487
2023	$572,810	$487,869	$741,719	$84,941
2022	$449,939	$486,958	$635,722	$-37,019
2021	$508,793	$505,751	$665,632	$3,042
2020	$484,744	$496,603	$703,041	$-11,859
2019	$486,445	$422,700	$656,251	$63,745

ST COLETTA DAY SCHOOL OF MILWAUKEE