MENOMONEE VALLEY PARTNERS INC (EIN 311683712) - 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

1999

Legal Domicile

Principal Officer

BRUCE KEYES

Phone

4142215506

Tax Period

2022-07-01 to 2023-06-30

MENOMONEE VALLEY PARTNERS INC, founded in 1999, is a small nonprofit in the Community Improvement sector that reported $420K in total revenue in fiscal year 2022. Revenue decreased 8% compared to the prior year. Expenses of $471K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO REVITALIZE AND SUSTAIN THE MENOMONEE VALLEY FOR THE BENEFIT OF THE GREATER MILWAUKEE COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $344,569

Program Service Revenue $49,997

Investment Income $25,847

Other Revenue $0

TOTAL REVENUE $420,413

Expense Breakdown

Grants Paid $100

Salaries & Benefits $377,855

Fundraising Expenses $14,563

Program Expenses $369,594

Other Expenses $93,164

TOTAL EXPENSES $471,119

Year-over-Year Comparison

	2022	2021	Change
Revenue	$420,413	$456,950	-0.1%
Expenses	$471,119	$423,984	+0.1%
Net Income	$-50,706	$32,966	-2.5%

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

500

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

$105,614

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COREY ZETTS	EXECUTIVE DIRECTOR	40.00	Officer	$105,614	$0	$105,614
MICHAEL HATCH	CHAIR	5.00	Officer Director	$0	$0	$0
BRUCE KEYES	PRESIDENT	5.00	Officer Director	$0	$0	$0
JEFF MORGAN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHELE BRIA	SECRETARY	5.00	Officer Director	$0	$0	$0
PAT O'CONNOR	TREASURER	5.00	Officer Director	$0	$0	$0
JENNIFER BOGNAR ZIERER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BROCKMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHYTANIA BROWN	DIRECTOR	1.00	Director	$0	$0	$0
WENDY BUSHELL	DIRECTOR	1.00	Director	$0	$0	$0
LAFAYETTE CRUMP	DIRECTOR	1.00	Director	$0	$0	$0
BILL DAVIDSON	DIRECTOR	1.00	Director	$0	$0	$0
SARA EVERTS	DIRECTOR	1.00	Director	$0	$0	$0
KERRY JANOVITCH	DIRECTOR	1.00	Director	$0	$0	$0
JERREL KRUSCHKE	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE LAZARSKI	DIRECTOR	1.00	Director	$0	$0	$0
EUGENE MANZANET	DIRECTOR	1.00	Director	$0	$0	$0
GLENN MARGRAFF	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA PAETSCH	DIRECTOR	1.00	Director	$0	$0	$0
JULIE PENMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHERI SCHMIT	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG THOMPSON	DIRECTOR	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$420,413	$471,119	$1,311,325	$-50,706
2022	$456,950	$423,984	$1,379,326	$32,966
2021	$348,458	$367,778	$1,373,024	$-19,320
2020	$432,389	$399,522	$1,397,605	$32,867
2019	$501,335	$414,562	$1,370,463	$86,773
2018	$345,648	$328,752	$1,241,381	$16,896

MENOMONEE VALLEY PARTNERS INC