Junior League of Milwaukee

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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

1915

Legal Domicile

Principal Officer

Michelle Martin

Phone

4142899242

Tax Period

2024-06-01 to 2025-05-31

Junior League of Milwaukee, founded in 1915, is a small nonprofit in the Community Improvement sector that reported $150K in total revenue in fiscal year 2024. Expenses of $170K exceeded revenue, resulting in a 14% operating deficit.

Mission

The Junior League of Milwaukee is an organization of women whose mission is to advance womens leadership for meaningful community impact through volunteer action, collaboration, and training.

Program Service Accomplishments

Program 1

Expenses: $64,621 Revenue: $38,450

Membership Development The Association of Junior Leagues International is an organization of women whose mission is to advance womens leadership for meaningful community impact through volunteer...

Membership Development The Association of Junior Leagues International is an organization of women whose mission is to advance womens leadership for meaningful community impact through volunteer action, collaboration, and training.

Program 2

Expenses: $13,570 Revenue: $19,033

Community The Junior League of Milwaukee JLM is committed to responding to the needs of the community. JLM has identified its focus areas as the education, health and nutrition of women and children..

Program 3

Expenses: $3,600

Junior League Singers JLM singers provide entertainment and fun to nursing homes and retirement facilities across the Milwaukee area. Through song, this group brings smiles to seniors in all stages...

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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 $85,297

Program Service Revenue $57,483

Investment Income $6,987

Other Revenue $0

TOTAL REVENUE $149,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $18,539

Program Expenses $81,791

Other Expenses $170,200

TOTAL EXPENSES $170,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,767	$152,148	0.0%
Expenses	$170,200	$186,354	-0.1%
Net Income	$-20,433	$-34,206	-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

373

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
Carolyn Lee	Recording Secretary	001.00	Officer Director	$0	$0	$0
Michelle Martin	Treasurer	001.00	Officer Director	$0	$0	$0
Estee O'Connor	Director at Large	001.00	Director	$0	$0	$0
Kathryn Berlyn	Executive VP	001.00	Officer 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	$149,767	$170,200	$966,845	$-20,433
2024	$152,148	$186,354	$973,618	$-34,206
2023	$150,866	$192,084	$978,412	$-41,218
2022	$152,931	$186,403	$830,590	$-33,472
2021	$184,123	$178,005	$911,605	$6,118
2020	$212,437	$221,171	$802,404	$-8,734
2019	$207,685	$213,886	$861,660	$-6,201
2018	$232,876	$226,601	$865,759	$6,275