MILWAUKEE WOMEN INC (EIN 272190005) - 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

2010

Legal Domicile

Principal Officer

KRISTIN DUFEK

Phone

6123868411

Tax Period

2024-01-01 to 2024-12-31

MILWAUKEE WOMEN INC, founded in 2010, is a small nonprofit in the Education sector that reported $161K in total revenue in fiscal year 2024. Expenses of $239K exceeded revenue, resulting in a 48% operating deficit.

Mission

MILWAUKEE WOMEN INC. IS DEDICATED TO PROMOTING AND PROVIDING RESEARCH AND EDUCATION CONCERNING THE VALUE OF DIVERSITY IN CORPORATE GOVERNANCE AND MANAGEMENT AND ELIMINATING BARRIERS TO FULL INCLUSION OF WOMEN IN LEADERSHIP POSITIONS.

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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 $151,700

Program Service Revenue $0

Investment Income $3,357

Other Revenue $6,140

TOTAL REVENUE $161,197

Expense Breakdown

Grants Paid $607

Salaries & Benefits $176,797

Fundraising Expenses $0

Program Expenses $52,352

Other Expenses $61,476

TOTAL EXPENSES $238,880

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,197	$163,861	0.0%
Expenses	$238,880	$134,630	+0.8%
Net Income	$-77,683	$29,231	-3.7%

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

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

$158,223

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI SYVERSON	PRESIDENT & CEO	40.00	Director	$139,923	$0	$139,923
APRIL DUNN	EXTERNAL ENGAGEMENT	20.00	Director	$18,300	$0	$18,300
KRISTIN DUFEK	CHAIR	2.00	Officer Director	$0	$0	$0
KIM STOLL	PAST CHAIR	4.00	Officer Director	$0	$0	$0
LESLIE PLAMANN	TREASURER	4.00	Officer Director	$0	$0	$0
SANDY CUNNINGHAM	SECRETARY	2.00	Officer Director	$0	$0	$0
KAREN HUNG	INCOMING CHAIR	2.00	Director	$0	$0	$0
JULIE GLYNN	CHAIR/MEMBER ENGAGEMENT	2.00	Director	$0	$0	$0
JANETTE BRAVERMAN	CHAIR/EXTERNAL ENGAGEMENT	2.00	Director	$0	$0	$0
MOLLY MULLROY	CO-CHAIR MEMBER ENGAGEMENT	2.00	Director	$0	$0	$0
KIMBERLY KANE	CHAIR/COMMUNICATION	2.00	Director	$0	$0	$0
EMILY PHILLIPS	CHAIR/RESEARCH	2.00	Director	$0	$0	$0
CECELIA GORE	MEMBER-AT-LARGE	2.00	Director	$0	$0	$0
NANCY HERNANDEZ	MEMBER-AT-LARGE	2.00	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	No data	No data	No data	No data
2024	$161,197	$238,880	$207,805	$-77,683
2023	$163,861	$134,630	$285,488	$29,231
2022	$191,957	$93,032	$256,257	$98,925

MILWAUKEE WOMEN INC