JOSEPH P METTNER FOUNDATION

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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

MICHELLE METTNER

Phone

4142665434

Tax Period

2023-01-01 to 2023-12-31

JOSEPH P METTNER FOUNDATION, founded in 2010, is a micro nonprofit in the Education sector that reported $5K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $16K exceeded revenue, resulting in a 198% operating deficit.

Mission

SEE PART 1, LINE 1

Program Service Accomplishments

Program 1

Expenses: $10,000

THE FOUNDATION FUNDED SCHOLARSHIPS FOR UNIVERSITY OF WISCONSIN LAW STUDENTS.

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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 $0

Program Service Revenue $0

Investment Income $3,356

Other Revenue $2,000

TOTAL REVENUE $5,356

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,000

Other Expenses $5,937

TOTAL EXPENSES $15,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,356	$7,053	-0.2%
Expenses	$15,937	$23,727	-0.3%
Net Income	$-10,581	$-16,674	-0.4%

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
MICHELLE METTNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT STENGER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW FRANKEN	SECRETARY	1.00	Officer Director	$0	$0	$0
ANGELA JAMES	TREASURER	1.00	Director	$0	$0	$0
MARK MCCORMICK	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL HANAWAY	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA METTNER	BOARD MEMBER	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
2024	No data	No data	No data	No data
2023	$5,356	$15,937	$640,615	$-10,581
2022	$7,053	$23,727	$583,010	$-16,674
2021	$16,297	$23,835	$687,112	$-7,538
2020	$22,536	$25,390	$636,905	$-2,854
2019	$19,448	$17,018	$575,054	$2,430
2018	$32,977	$12,997	$501,438	$19,980