UNITED METHODIST CHILDREN'S SERVICES OF WISCONSIN INC (EIN 391030611) - 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

1962

Legal Domicile

Principal Officer

TINA ITSON

Phone

4143441818

Tax Period

2024-01-01 to 2024-12-31

UNITED METHODIST CHILDREN'S SERVICES OF WISCONSIN INC, founded in 1962, is a community nonprofit in the Human Services sector that reported $4.8M in total revenue in fiscal year 2024. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 50% operating margin.

Mission

AT ROOTED & RISING, WE ENVISION A NEIGHBORHOOD WHERE EVERY RESIDENT IS DEEPLY CONNECTED TO THE COMMUNITY, WHERE OUR SHARED ROOTS RUN DEEP, AND WHERE TOGETHER WE MEET THE COMMUNITY AT THE LEVEL OF THEIR NEEDS. ONLY THEN CAN WE RISE TO MEET THE CHALLENGES AND OPPORTUNITIES OF OUR EVER-CHANGING NEIGHBORHOOD AND WORLD.

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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 $2,251,223

Program Service Revenue $516,880

Investment Income $6,561

Other Revenue $1,999,888

TOTAL REVENUE $4,774,552

Expense Breakdown

Grants Paid $310,966

Salaries & Benefits $1,026,476

Fundraising Expenses $95,228

Program Expenses $2,108,050

Other Expenses $1,041,497

TOTAL EXPENSES $2,378,939

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,774,552	$2,628,323	+0.8%
Expenses	$2,378,939	$2,143,093	+0.1%
Net Income	$2,395,613	$485,230	+3.9%

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

$110,870

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM SCHMITT	EXECUTIVE DIRECTOR	40.00	Officer	$96,211	$14,659	$110,870
BESS EARL	PRESIDENT	1.00	Officer Director	$0	$0	$0
GWENDOLYN JOHNSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
VICTORIA PRYOR	TREASURER	1.00	Officer Director	$0	$0	$0
KRIS ANDROSKY	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN CAMPBELL	BOARD MEMBER	1.00	Director	$0	$0	$0
DARRYL DAVIDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LAMONT DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
TINA ITSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CORDELLA JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY KAZEE	BOARD MEMBER	1.00	Director	$0	$0	$0
HEIDI LOOMIS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHELSIE MASON	BOARD MEMBER	1.00	Director	$0	$0	$0
CARRIE SANDERS	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	$4,774,552	$2,378,939	$7,034,974	$2,395,613
2023	$2,628,323	$2,143,093	$3,924,862	$485,230
2022	$2,416,142	$1,770,014	$3,385,102	$646,128
2021	$1,354,160	$1,088,392	$2,589,227	$265,768
2020	$949,633	$927,539	$2,465,916	$22,094
2019	$930,230	$938,224	$2,212,429	$-7,994
2018	$1,251,822	$996,828	$2,216,382	$254,994

UNITED METHODIST CHILDREN'S SERVICES OF WISCONSIN INC