SOUTHEASTERN WISCONSIN WATERSHEDS TRUST INC (EIN 272718480) - 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

2009

Legal Domicile

Principal Officer

JACOB FINCHER

Phone

4143821766

Tax Period

2024-01-01 to 2024-12-31

SOUTHEASTERN WISCONSIN WATERSHEDS TRUST INC, founded in 2009, is a small nonprofit in the Environment sector that reported $499K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $102K, a strong 20% operating margin.

Mission

Sweet Water is committed to restoring the Greater Milwaukee watersheds to conditions that are healthy for swimming and fishing. We bring diverse partners together and provide the leadership and innovation necessary to protect and restore our shared water resources.

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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 $491,646

Program Service Revenue $1,000

Investment Income $6,130

Other Revenue $0

TOTAL REVENUE $498,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $296,520

Fundraising Expenses $39,226

Program Expenses $317,032

Other Expenses $100,386

TOTAL EXPENSES $396,906

Year-over-Year Comparison

	2024	2023	Change
Revenue	$498,776	$371,140	+0.3%
Expenses	$396,906	$285,488	+0.4%
Net Income	$101,870	$85,652	+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

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

$103,329

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACOB FINCHER	EXECUTIVE DIRECTOR	40.00	Officer	$103,329	$0	$103,329
ALYSSA SCHMITT	PRESIDENT	2.00	Officer Director	$0	$0	$0
ELIZABETH HELLMAN	TREASURER	2.00	Officer Director	$0	$0	$0
MARIAN SINGER	SECRETARY	2.00	Officer Director	$0	$0	$0
BRENT BROWN	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN COYLE	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN DEPIES	DIRECTOR	0.50	Director	$0	$0	$0
NANCY FRANK	DIRECTOR	0.50	Director	$0	$0	$0
CASSANDRA HOPPE	DIRECTOR	0.50	Director	$0	$0	$0
KAREN SANDS	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE SCOTT	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW STRUCK	DIRECTOR	0.50	Director	$0	$0	$0
LAUREN HILL	ROTATED OFF BOARD IN 2024	0.50	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
2024	$498,776	$396,906	$317,182	$101,870
2023	$371,140	$285,488	$226,535	$85,652
2022	$322,248	$258,932	$183,712	$63,316
2021	$243,743	$205,331	$109,569	$38,412
2020	$273,480	$330,879	$68,816	$-57,399
2019	$308,550	$482,953	$130,617	$-174,403
2018	$843,115	$837,988	$366,292	$5,127

SOUTHEASTERN WISCONSIN WATERSHEDS TRUST INC