Positively Pewaukee Inc (EIN 364574409) - 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

1998

Legal Domicile

Principal Officer

ELIZABETH UNRUH

Phone

4144301374

Tax Period

2023-01-01 to 2023-12-31

Positively Pewaukee Inc, founded in 1998, is a small nonprofit that reported $227K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $290K exceeded revenue, resulting in a 28% operating deficit.

Mission

Promote and support the Pewaukee community by distributing newsletters holding community events participating in studies and

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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 $44,516

Program Service Revenue $166,596

Investment Income $15,741

Other Revenue $0

TOTAL REVENUE $226,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $163,174

Fundraising Expenses $0

Program Expenses $67,349

Other Expenses $126,915

TOTAL EXPENSES $290,089

Year-over-Year Comparison

	2023	2022	Change
Revenue	$226,853	$162,598	+0.4%
Expenses	$290,089	$174,703	+0.7%
Net Income	$-63,236	$-12,105	+4.2%

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

100

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

$64,604

Total Directors

$64,604

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH UNRUH	Executive Director	40.00	Officer Director	$64,604	$0	$64,604
MELISSA MURRAY	President	2.000	Director	$0	$0	$0
SHEILA JILOT	Vice President	1.000	Director	$0	$0	$0
ADRIANA PLACH	Secretary	1.000	Director	$0	$0	$0
CHRIS LUETH	Board Member	1.000	Officer	$0	$0	$0
TROY DEIBERT	Board Member	1.000	Officer	$0	$0	$0
NATE WRIGHT	Board Member	1.000	Officer	$0	$0	$0
TROY JILOT	Current Treasurer	6.000	Director	$0	$0	$0
TAMMY LABORDE	Previous Treasurer	2.000	Director	$0	$0	$0
ELAINE KROENING	Former Exec Director	40.00		$85,455	$0	$85,455

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
2023	$226,853	$290,089	$385,742	$-63,236
2022	$162,598	$174,703	$173,921	$-12,105
2021	$101,564	$120,995	$186,026	$-19,431
2020	$219,713	$122,463	$205,457	$97,250

Positively Pewaukee Inc