AUTOMOBILE DEALERS ASSOCIATION OF MEGA MILWAUKEE INC (EIN 390763326) - 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

1943

Legal Domicile

Principal Officer

JAMES L TOLKAN

Phone

4143599000

Tax Period

2022-07-01 to 2023-06-30

AUTOMOBILE DEALERS ASSOCIATION OF MEGA MILWAUKEE INC, founded in 1943, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2022. Expenses of $1.6M exceeded revenue, resulting in a 23% operating deficit.

Mission

AUTOMOBILE DEALERS ASSOCIATION OF MEGA MILWAUKEE, INC. IS AN ASSOCIATION OF NEW CAR AND TRUCK DEALERS FROM THE GREATER MILWAUKEE AREA DEDICATED TO: PROVIDING MEMBER SERVICES NOT AVAILABLE TO OR ECONOMICAL FOR THE INDIVIDUAL DEALER; ENHANCING THE ETHICAL AND PROFESSIONAL STANDARDS AND PUBLIC IMAGE OF ITS MEMBERS; AND OFFERING EDUCATIONAL PROGRAMS FOR THE BETTERMENT OF DEALERS AND THEIR EMPLOYEES.

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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 $65,895

Program Service Revenue $1,121,684

Investment Income $59,740

Other Revenue $56,837

TOTAL REVENUE $1,304,156

Expense Breakdown

Grants Paid $143,271

Salaries & Benefits $367,358

Fundraising Expenses $0

Program Expenses $1,236,978

Other Expenses $1,089,378

TOTAL EXPENSES $1,600,007

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,304,156	$1,344,958	0.0%
Expenses	$1,600,007	$1,441,757	+0.1%
Net Income	$-295,851	$-96,799	+2.1%

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

$147,964

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRANT SOMMER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JESSICA PHILLIPS	CHAIRMAN-ELECT	1.00	Officer Director	$0	$0	$0
JEFF NIESEN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
ERIC EWALD	EX-OFFICIO DIRECTOR (THRU DEC 2022)	1.00	Director	$0	$0	$0
GREG HOBBS	EX-OFFICIO DIRECTOR	1.00	Director	$0	$0	$0
JOHN PENTLER	EX-OFFICIO DIRECTOR	1.00	Director	$0	$0	$0
ANDY SCHLESINGER	EX-OFFICIO DIRECTOR	1.00	Director	$0	$0	$0
JR AMATO	DIRECTOR	1.00	Director	$0	$0	$0
BRETT EWALD	DIRECTOR	1.00	Director	$0	$0	$0
JIM GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HILLER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES L TOLKAN	PRESIDENT	40.00	Officer	$139,589	$8,375	$147,964

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	$1,304,156	$1,600,007	$3,441,853	$-295,851
2022	$1,344,958	$1,441,757	$3,624,091	$-96,799
2021	$1,095,913	$1,383,438	$4,324,223	$-287,525
2020	$1,682,103	$1,743,779	$4,222,028	$-61,676
2019	$1,770,959	$1,733,180	$4,240,704	$37,779
2018	$1,974,352	$1,757,207	$4,231,072	$217,145

AUTOMOBILE DEALERS ASSOCIATION OF MEGA MILWAUKEE INC